Jason O'Bryon

Experience

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  DST Systems

  Jun 2011 - Dec 2015

  -Lead small to medium projects and/or a component(s) of larger projects using a defined project management approach.-Identify appropriate resources required and develop schedules to ensure timely completion of assigned projects.-Partner with functional project teams to successfully coordinate their efforts for successful project delivery/implementation.-Developing various forms of project documentation and reports, administering project schedules, defining project deliverables, assisting with resource allocation, coordinating work efforts, and effectively communicating project status throughout the project life cycle. Show less -Traded on behalf of multiple Subaccounting clients from their omnibus account.-Demonstrated the ability to effectively minimize market exposure and financial risk for the company and its clients.-Proficient in balancing data between multiple systems, reports, and/or files that account for various forms of trading activity.-Identified potential operational obstacles and proactively suggest improvements to procedures and/or processes as well as system enhancement opportunities to assist in reducing errors and/or improve work efficiencies. Show less -Traded on behalf of multiple Subaccounting clients from their omnibus account.-Demonstrated the ability to effectively minimize market exposure and financial risk for the company and its clients.-Proficient in balancing data between multiple systems, reports, and/or files that account for various forms of trading activity.-Identified potential operational obstacles and proactively suggest improvements to procedures and/or processes as well as system enhancement opportunities to assist in reducing errors and/or improve work efficiencies. Show less

  • Project Planner (DST Brokerage Solutions, LLC)

    Sept 2014 - Dec 2015

  • Lead Mutual Fund/Securities Control Liaison - Mutual Fund Trader (DST Market Services, LLC)

    Nov 2013 - Sept 2014

  • Senior Mutual Fund/Securities Control Liaison - Mutual Fund Trader (DST Market Services, LLC)

    Nov 2012 - Nov 2013

  • Senior Mutual Fund/Securities Control Liaison

    Jun 2011 - Nov 2012
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  Mariner

  Jan 2016 - now

  Mariner Capital Advisors is a Kansas City-based boutique firm specializing in mergers & acquisitions, business valuation and forensics, and business advisory services for middle market companies across the country. Recognized as one of the premier boutique mergers & acquisitions firm in the Midwest, Mariner Capital Advisors is committed to helping business owners understand, build and monetize the value of their companies. With a unique blend of expertise in mergers and acquisitions, valuation, and business analytics, we help business owners navigate challenges throughout every stage of their company’s lifecycle. Show less Mariner Capital Advisors is a Kansas City-based boutique firm specializing in mergers & acquisitions, business valuation and forensics, and business advisory services for middle market companies across the country. Recognized as one of the premier boutique mergers & acquisitions firm in the Midwest, Mariner Capital Advisors is committed to helping business owners understand, build and monetize the value of their companies. With a unique blend of expertise in mergers and acquisitions, valuation, and business analytics, we help business owners navigate challenges throughout every stage of their company’s lifecycle. Show less Mariner Capital Advisors is a Kansas City-based boutique firm specializing in mergers & acquisitions, business valuation and forensics, and business advisory services for middle market companies across the country. Recognized as one of the premier boutique mergers & acquisitions firm in the Midwest, Mariner Capital Advisors is committed to helping business owners understand, build and monetize the value of their companies. With a unique blend of expertise in mergers and acquisitions, valuation, and business analytics, we help business owners navigate challenges throughout every stage of their company’s lifecycle. Show less

  • Vice President, Valuation

    Jan 2022 - now

  • Senior Associate

    Jan 2020 - Jan 2022

  • Associate

    May 2018 - Dec 2019

  • Financial Analyst

    Jan 2016 - Apr 2018