Background
Stefanelli, Jason R. was born on November 17, 1970 in Ottawa, Ontario, Canada. Arrived in United States of America, 2003, permanent resident.
Jason R. Stefanelli
institutional sales executive managing director
November 17, 1970 Ottawa, Ontario, Canada
With Spectrum Investments Inc. With client wealth management division ScotiaMcLeod Inc. Principal State St. Global Advisors, Boston, 1999—2003. Head, business development and consultant relationship Wellington Management Company LLP, 2003—2008. Past treasurer Canada Pension & Benefits Institute, member, Association Canada Pension Managers, Treasury Management Association, Market Technicians Association.
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Jason R. Stefanelli Edit Profile
institutional sales executive managing director
Education
Bachelor in Business Administration and Finance, Algonquin College Applied Arts and Technology, Ottawa, 1996. Degree in Investment Management Course, Boston University, 1997. Degree in Executive Management Courses, Babson College Center Executive Education, Wellesley, Massachusetts, 2008.
Degree in Securities Registration, Finance Industry Regulatory Authority, 2010. Attended, Canada Securities Institute, Toronto, Ontario, 1998.
Career
With Spectrum Investments Inc. With client wealth management division ScotiaMcLeod Inc. Principal State St. Global Advisors, Boston, 1999—2003.
Head, business development and consultant relationship Wellington Management Company LLP, 2003—2008. Past treasurer Canada Pension & Benefits Institute, member, Association Canada Pension Managers, Treasury Management Association, Market Technicians Association.
Interests
Connections
Married; 2 children.
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Born
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Nationality
Canadian
Education
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1996
Algonquin College Applied Arts and Technology , Business Administration and Finance , Bachelor of Arts -
1997
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2008
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2010
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1998
Career
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1999 - 2003