Jason W.
About Jason W.
Jason W. is an Investment Banking Analyst currently working at Jefferies and JEGI CLARITY in New York. He previously worked as a Senior Associate at KPMG and holds a Master's degree in Accounting Science from the University of Illinois at Urbana-Champaign.
Current Position at Jefferies
Jason W. currently holds the position of Investment Banking Analyst at Jefferies. He began his tenure in 2021 and operates within the New York City Metropolitan Area. As an investment banking analyst, he engages in various financial activities including analysis, modeling, and preparing reports to support investment decisions. He plays a critical role in the execution and advisory functions within the firm.
Role at JEGI CLARITY
Since 2020, Jason W. has also been working at JEGI CLARITY as an Investment Banking Analyst specializing in Technology, Media, and Telecommunications (TMT) mergers and acquisitions (M&A). Based in New York, New York, his responsibilities likely include conducting due diligence, financial modeling, and supporting transactions in the TMT sector. His dual roles illustrate his capacity for managing significant responsibilities in distinct areas of investment banking.
Previous Experience at KPMG
From 2017 to 2019, Jason W. worked as a Senior Associate at KPMG in the Greater New York City Area. In this role, he provided assurance and consulting services, likely involving audit processes, risk assessments, and compliance advisory. His experience at KPMG would have equipped him with a strong foundation in accounting and financial principles, contributing to his subsequent roles in investment banking.
Educational Background
Jason W. studied at the University of Illinois at Urbana-Champaign, where he pursued a Masters in Accounting Science. This academic background provided him with in-depth knowledge of accountancy, which he applies in his professional roles. Although the exact duration of his studies is unclear, his education has been fundamental to his career in finance and accountancy.