Jason Lenox Oliver

Experience

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  US EMBASSY (US AMBASSADOR RESIDENCE)

  Oct 1996 - Oct 2000

  Personal Residence Administrator

  Responsible for the day to day operation of the US Ambassador's Residence.Planned, organized, controlled and directed all household functions.

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  National Bank of Canada-CLOSED

  Nov 1999 - Dec 2004

  Assistant Relationship Manager/ Private Banking Officer

  Assist a Private Banking Team of 6 Managers effectively and efficiently managed hundreds of offshore portfolio.

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  Julius Baer

  Dec 2004 - Jun 2008

  Senior Operations Officer/ Trust Officer/Adminsitrator

  Trade and Booking of Money Market Deposits/ Fid Call Deposits and Loans.Booking, Controlling and Trading all f/x received from JB, Zurich (SPOTS, FORWARDS & SWAPS).Responsible for the day to day correspondence and day to administration of a complex small portfolio of trusts and IBC companies with the full supervision of the Trust Manager. Administering Trusts in accordance with the Trust deed and letter of wishes. Liaising with the Bahamas Registrar of Companies.

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  Credit Suisse (PEARL INVESTMENT MANAGEMENT)-CLOSED

  Jun 2008 - Dec 2011

  INVESTMENT SUPPORT OFFICER

  Assist Chief Investment Officer and Senior Investment Officers with the day to day operation of the Investment Department. Primary duties included ensuring that all trades processed by Investment Officers were settled in a correct and timely manner. Help booked Rollover, Rebalancing, Spot and Swap trades.

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  SWISS AMERICA SECURITIES (SURETRADER)

  Dec 2011 - Jun 2013

  Head of Operations/Head Trader

  Supervised team of 3 responsible for monitoring daily trading activity for over 5,000 plus Day Traders. Minimized the risk of clients' accounts by monitoring their use of leverage/margin intraday. Taught customers the necessary components of the stock market ; ETF's, Options, Short Selling, Margin and use of Trading Software. Reconciled equity positions held by positions held by the firm daily by compiling and analysing excel spreadsheets. Created policies and procedures for trade desk operations. Brought on new affiliates to the company. Show less

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  J.P. Morgan

  Jun 2013 - Mar 2015

  Trust Officer

  Partner with an Executive Director to carry out the day to day trust administration for a portfolio of Ultra High Net worth clients in the LATAM market region. Ensure full compliance with the governing documents of the fiduciary structure, including receipt of satisfactory letters of authorization from clients and monitoring of assets. Provide guidance to clients, their advisors and bankers on all requests/transactions affecting an account. Communicate effectively with clients, advisors and attorney on fiduciary product matters (orally and in writing). Show less

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  Hottinger Group

  Mar 2015 - Dec 2018

  OTC Trader-Head of Trading Department

  Execute client transactions in line with the organization's existing procedures. Direct handling of all aspects of trading (bonds/equities/funds/forex/structured products/options/futures). Interacting, servicing and growing relationships with relationship managers in-house and overseas concerning their requirements related to securities and foreign exchange. Preparing offerings in response to specific client requests. Preparing and calculating of NAV for mutual funds administration. Ensuring compliance with control and limits. Monitoring treasury management. Participating in portfolio management and client reporting. Preparation and updating of manuals for various trading/treasury/asset management functions. Input of trading data into various trading platforms. review of Securities Reconciliation (and cash reconciliation as required) Ensure timely regulatory reporting (monthly/quarterly as required). Preparation and maintenance of management reports. Show less

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  Seacapital Limited

  Jan 2019 - Jun 2022

  Chief Executive Officer/Director/Trading Representative
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  Hoku Capital Markets

  Jan 2020 - Sept 2022

  Chief Executive Officer/Director/Trading Representative

  Liaise with Regulators and Government on behalf of the company. Develop high quality business strategies and plans ensuring their alignment with short-term and long-term objectives. Lead and motivate subordinates to advance employee engagement develop a high performing managerial team. Oversee all operations and business activities to ensure they produce the desired results and are consistent with the overall strategy and mission. Make high-quality investing decisions to advance the business and increase profits. Enforce adherence to legal guidelines and in-house policies to maintain the company's legality and business ethics. Review financial and non-financial reports to devise solutions or improvements. Build trust relations with key partners and stakeholders and act as a point of contact for important shareholders. Analyze problematic situations and occurrences and provide solutions to ensure company survival and growth. Show less

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  TOREDO LTD

  Jul 2022 - now

  Chief Executive Officer

  Liase with the Regulators and Government on company’s behalf. Oversea all operations and business activities. Enforce legal guidelines, policies and procedures. Lead subordinates to enhance the company's mission, goals and objectives. Responsible to ensure company's survival and growth. Responsible to build trust relations between company's partners and stakeholders. Review financial and non financial reports to ensure company remain compliant.

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  IX Swap

  Nov 2022 - Aug 2023

  Chief Executive Officer-AMM BAHAMAS LTD

  Work closely with the owners, directors and stakeholders to provide strategic leadership to the organization along with overseeing the implementation and steering the organization to its next stage of growth and development so as to make the organization an important player within the fintech space.

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  Gate.io

  Aug 2023 - now

  Chief Executive Officer-GLOBAL BAHAMAS LIMITED

  Liase with the Regulators and Government on company’s behalf. Oversea all operations and business activities. Enforce legal guidelines, policies and procedures. Lead subordinates to enhance the company's mission, goals and objectives. Responsible to ensure company's survival and growth. Work closely with the owners, directors and stakeholders to provide strategic leadership to the organization along with overseeing the implementation and steering the organization to its next stage of growth and development so as to make the organization an important player within the fintech spaceResponsible to build trust relations between company's partners and stakeholders. Review financial and non financial reports to ensure company remain compliant. Show less