Jason Stiles

Jason Stiles

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location of Jason StilesNew York, New York, United States

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  • Timeline

  • About me

    UBS | BlackRock | West Point

  • Education

    • Seoul National University

      2021 - 2022
      Master of Business Administration - MBA Finance

      Activities and Societies: Finance and Strategy Club

    • Université catholique de Lille

      2011 - 2011
      French Studies - Semester Abroad
    • United States Military Academy at West Point

      2008 - 2012
      Bachelor’s Degree Economics

      Activities and Societies: Tae Kwon Do Club Study Abroad Program: semester in Lille, France with focus on history and finance

  • Experience

    • US Army

      Aug 2013 - Mar 2017

      Served as the Executive Officer of Operations Company, Headquarters and Headquarters Battalion, Eighth Army, an organization consisting of 439 US and KATUSA Soldiers, Civilians and contractors forward-deployed in the Republic of Korea. Served as the Division Chief of Protocol and Headquarters Commandant for the forward-deployed 2nd Infantry Division (2ID). Responsible for coordinating, planning, and executing key events in support of the 2ID Commanding General and Deputy Commanding Generals. Executive officer for the Headquarters and Headquarters Company with 328 soldiers for the Army's only forward committed brigade special troops battalion and armored brigade combat team in the Republic of Korea. Responsible for resourcing all training events to include land, ammunition, and logistical support. Platoon leader for a forward-stationed M2A3 Mechanized Infantry Platoon operating in the Republic of Korea (ROK), 16 miles south of the DMZ, as part of a Combined Arms Battalion (CAB). Responsible for the platoon's combat readiness to ensure the unit can alert, deploy, fight, and win the Battalion's "Fight Tonight" war-time mission.

      • Higher Headquarters Company Executive Officer

        Mar 2016 - Mar 2017
      • Division Protocol Officer

        Jul 2015 - Mar 2016
      • Special Teams Company Executive Officer

        Mar 2014 - Jun 2015
      • Platoon Leader

        Aug 2013 - Mar 2014
    • BlackRock

      Aug 2017 - Jun 2021
      Finance Associate

      Responsible for the reporting of all middle office and asset servicing functions including, onboarding, compliance, reconciliations, fund accounting, etc. Specifically, drove BlackRock's SSAE 18 reports on internal controls as well as assisting Finance and firm-wide initiatives related to controls and risk assessment. Liaised with auditors, multiple operational teams, and directly with senior managers to ensure fidelity across BlackRock's operations globally.

    • Kingfield Corporation

      Aug 2023 - Dec 2023
      Implementation Consultant

      Responsible for delivering strategic, operational, and technical business implementations to current and prospective bulge-bracket clients. Develop client relationships by communicating product and functional expertise in both trade settlement and tax platforms. Liaise with engineer, product management, and sales on a daily basis to enhance solutions based on client needs.

    • UBS

      Oct 2024 - now
      Finance
  • Licenses & Certifications

    • Series 63

      FINRA
      Mar 2024
    • Financial Modeling & Valuation Analyst

      Corporate Finance Institute® (CFI)
      Oct 2022
      View certificate certificate
    • Series 66

      FINRA
      Jan 2025
    • Securities Industry Essentials (SIE)

      FINRA
      May 2023
    • Bloomberg Market Concepts

      Bloomberg LP
      Jan 2022
    • Series 7

      FINRA
      Feb 2025
  • Volunteer Experience

    • Veterans & Allies Network (VET) - Community Lead

      Issued by BlackRock on Sept 2017
      BlackRockAssociated with Jason Stiles
    • Event Coordinator

      Issued by US Army on Aug 2013
      US ArmyAssociated with Jason Stiles