Jason Liou
About Jason Liou
Jason Liou is a Business Operations Manager currently employed at OneVest since 2023. He has a diverse background in business development and account management, having held various roles at companies such as Nest Wealth, CapIntel, and Mackenzie Investments.
Work at OneVest
Jason Liou currently holds the position of Business Operations Manager at OneVest. He has been with the company since 2023, contributing to the operational efficiency and strategic initiatives of the organization. His role involves overseeing various business processes and ensuring alignment with company goals.
Previous Experience in Financial Services
Before joining OneVest, Jason Liou worked at CapIntel as a Customer Success Manager from 2022 to 2023. He also served as an Account Executive at Nest Wealth for six months in 2021 to 2022. His experience in financial services includes a significant tenure at Mackenzie Investments, where he was a Business Development Manager from 2017 to 2021.
Background in Brand Partnerships
Jason Liou has a background in brand partnerships, having worked at FlashStock in two roles. He started as an Associate in Brand Partnerships for five months in 2015 and later became the Manager of Brand Partnerships for two months in 2016. This experience provided him with insights into client relations and partnership development.
Education and Expertise
Jason Liou earned a Bachelor’s Degree in Finance from the Lazaridis School of Business & Economics at Wilfrid Laurier University, where he studied from 2010 to 2014. His educational background supports his expertise in business operations and financial services.
Career Development
Throughout his career, Jason Liou has developed a diverse skill set across various roles in business operations and customer success. His positions have spanned several companies in the financial services sector, contributing to his comprehensive understanding of the industry.