Jason Roberts

Senior Onboarding Engineer at AdvisorEngine

Jason Roberts has a diverse work experience spanning various industries. Jason is currently working as a Senior Onboarding Engineer at AdvisorEngine since July 2022. Prior to that, they served as the Manager of Customer Experience at Robinhood from July 2021 to July 2022.

From September 2018 to June 2021, Jason worked at Charles Schwab as a Manager - Institutional. Before that, they held the position of Associate Relationship Specialist from September 2017 to August 2018.

Jason also has experience in global recruitment at Evolution Global Talent Attraction, where they worked as a Global Recruitment Specialist from April 2015 to July 2017. Jason also briefly served as a Data Entry specialist in February and March 2015.

In the hospitality industry, Jason worked as a Door Host at TGI Fridays UK from September 2014 to April 2015. Jason also worked at Walt Disney World as a Lifeguard and Lifeguard Trainer from August 2013 to August 2014, and as a Food and Beverage Attendant at InterContinental Wellington from March 2013 to July 2013.

Jason has previous experience as a Bartender, Outdoor Instructor, Kitchen Hand, and Waiter at Ohariu Farm from August 2011 to March 2013.

In the early years of their career, Jason worked at Spark New Zealand as a Data Compliance Certificate Writer from November 2009 to April 2010. Jason also served as a Student Representative on the Newlands College Board of Trustees in 2007 and 2008.

Overall, Jason brings a wide range of skills and expertise from their diverse work experience, including management, customer experience, recruitment, and hospitality.

Jason Roberts completed their education at Victoria University of Wellington from 2010 to 2013 where they earned a Bachelor of Commerce (BCom) degree with a focus on Economics. Prior to attending university, they attended Newlands College from 2005 to 2009 and obtained NCEA Level 3. In addition to their formal education, Jason has also obtained several certifications including the Series 10, Series 9, Series 63, and Series 7 from FINRA (Financial Industry Regulatory Authority). Jason also holds a Jeff Ellis & Associates Lifeguard License which was obtained in 2013/2014 from Ellis & Associates.

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