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Jason Henry

Jason Henry

Service Associate

Followers of Jason Henry451 followers
location of Jason HenryDowningtown, Pennsylvania, United States

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  • Timeline

  • About me

    Vice President at BNY Mellon | Pershing

  • Education

    • Downingtown East High School

      2006 - 2010
      High School Diploma

      Activities and Societies: Wrestling

    • Indiana University of Pennsylvania

      2010 - 2014
      BA Economics

      Activities and Societies: Philosophy Club, Economics Club Related Coursework: Labor Economics, Microeconomic Analysis, Managerial Economics, Environmental Economics, International Finance, Macroeconomic Analysis, Calculus, Probability and Statistics, Intermediate Accounting, International Trade, Economic Development, Ethics, Computer Literacy

  • Experience

    • Giant Food

      Aug 2009 - Aug 2010
      Service Associate

    • Giant Food

      May 2011 - May 2014
      Service Associate

    • Prudential Financial

      Jun 2014 - Nov 2014
      Financial Professional

    • Target

      Oct 2014 - Jan 2016
      Backroom Team Member

    • SEI

      Sept 2016 - Jun 2019
      EBR Analyst/ISS Analyst

    • BNY Mellon | Pershing

      Jun 2019 - now

      • Vice President

        Nov 2022 - now

      • Senior Analyst, Client Service

        Dec 2020 - Nov 2022

      • Senior Representative, Client Service

        Jun 2019 - Dec 2020

  • Licenses & Certifications

    • Series 7

      FINRA
      Nov 2022

    • UniFi by CAIA™ Private Debt Microcredential

      CAIA Association
      May 2025
      View certificate certificate

    • Leadership Pathway - Member

      Money Management Institute
      Jul 2024
      View certificate certificate