JASON M. ANDREWS, MBARose Valley, PA/ Hicksville, NY • jayandrews25@gmail.com • 516.662.9932

TRAINING MANAGER/FINANCIAL ANALYSTFINANCIAL ANALYSIS ~ TRAINING PLAN DEVELOPMENT ~ PROJECT MANAGEMENT

Versatile, driven Financial Services and Education professional bringing 16 years of end-user focused expertise in training and development, presentation design and delivery, and financial analysis, across multiple business lines.

Recognized for spearheading comprehensive business plan development to launch corporate training and career development initiatives.

Highly adept in new business acquisition through coordinating with key clients to capture new growth opportunities, with client base including Prime Brokerage-Hedge Funds, Broker-Dealer, and Investment Advisory.

Integral in augmenting product marketing through developing engaging presentations to demonstrate new-product technologies at industry-specific conferences.

As a secondary Business Education teacher, credited with establishing the Wall Street Investors Club, instructing 100+ students in investment methods and strategies.

Technically proficient in MS Office, Apple Suite of Applications, Adobe Captivate, Camtasia, SMARTBoard, Infinite Campus, as well as other financial markets applications.

AREAS OF EXPERTISE

Corporate Training and Professional Development Performance Assessment and Management Staff Coaching and Mentoring Cross-Functional Collaboration Financial Analysis

Business Analysis Project Management Client Acquisition and Development Staff Recruiting/Hiring/Training Training Plan Design and Implementation

PROFESSIONAL CORPORATE EXPERIENCE

THE GARDEN CITY GROUP, Lake Success, NY, 2011-2012SENIOR PROJECT MANAGER: CORPORATE TRAINING AND CAREER DEVELOPMENTCoordinated new-staff onboarding including creating and overseeing employee first-year mentoring program and integrating improved annual staff review process, as well as trained and assessed new staff, entailing:

Training employees on core functions including class action administrations in security, product liability, consumer protection, and employee rights’ violations.

Assessing performance of 40+ employees, recommending and delivering continuing education and career coaching. Designing and delivering a wide scope of legal- and financial-focused training.

BEAR STEARNS SECURITIES CORP/JP MORGAN FINANCIAL SERVICES, New York, NY, 2004-2008VICE PRESIDENT: GLOBAL EQUITIES, SALES SUPPORT, CLIENT SERVICE, AND MARKETS TRAININGLiaised among project management teams to facilitate staff training, new technology rollout, and product demonstrating, entailing:

Educating clients on technologies, processes, and current market state through individual client communication and technology and product presentation/demonstration development.

Mentoring new employees from onboarding through employment first year, as well as training all employees on technology and marketing.

Analyzing client business processes to recommend best practices.

FIDUCIARY TRUST COMPANY INTERNATIONAL, New York, NY, 2000-2004PORTFOLIO ACCOUNTANTCreated portfolios, analyzed performance, and developed reports for institutional clients, entailing:

Analyzing pricing resources to support creation of accurate and comprehensive reports. Determining client mutual funds’ net asset values. Leading the accountancy for largest client endowment fund valued at over $1 BILLION.

JB SUTTON GROUP, Great Neck, NY, May-December 1999, JUNIOR BROKER

Jason M. Andrews, MBA

PROFESSIONAL TEACHING EXPERIENCE

WELSH VALLEY MIDDLE SCHOOL, LOWER MERION CSD, Narberth, PA, January-April 2016LONG-TERM SUBSTITUTE, BUSINESS COMPUTER TECHNOLOGY

UPPER DARBY HIGH SCHOOL, Upper Darby, PA, 2015-2016LONG-TERM SUBSTITUTE: MARKETING AND ACCOUNTING

PLAINVIEW-OLD BETHPAGE JFK HIGH SCHOOL, Plainview, NY, 2012-2015BUSINESS EDUCATION TEACHER (TENURED)Instructed students on a variety of legal, stock market and advanced investment, financial literacy, and sports marketing business courses, entailing:

Leading Mock Trial student team to New York State Bar Association Finals. Creating Stock Market, Advanced Investing Strategies, and Sports Marketing course curriculum, as well as facilitating

middle school financial literacy program launch. Writing 60+ student college recommendation letters.

SYOSSET HIGH SCHOOL, Syosset, NY, 2010-2011BUSINESS EDUCATION TEACHER

EDUCATION

Master of Science in Adolescent Education, Dowling College, Oakdale, NY

Master of Business Administration, Dowling College, Oakdale, NY

Bachelor of Arts, Economics and Management, SUNY Cortland, Cortland, NY

PROFESSIONAL LICENSES AND CERTIFICATIONS

LICENSES AND CERTIFICATIONS

New York State Teaching Certification Pennsylvania State Teaching Certification CPR and First Aid for Coaches, NY, PA

PROFESSIONAL ORGANIZATIONS

Long Island Business Education Council Business Teachers Association of New York State National Business Education Association