Jason Evanter

Sales Director - Global Accounts at Preqin

Jason Evanter, CIMA®, has a diverse work experience history. Jason is currently working at Preqin as a Sales Director - Global Accounts, a position they have held since January 2022. Prior to this, they worked at Preqin as a Global Account Manager from December 2019 to January 2022. Before joining Preqin, Jason was an Investment Specialist with AXA US from July 2017 to December 2019. Jason also served as a Regional Sales Associate at AXA Distributors from April 2015 to July 2017. Jason's previous roles include Associate Financial Representative at Northwestern Mutual from May 2014 to April 2015, and Financial Planner at EY from March 2013 to May 2014. Jason's work experience also includes being the President & Co-Founder of the University of Albany Men's Club Soccer Team from September 2009 to May 2011.

Jason Evanter, CIMA®, has a Bachelor of Arts degree in World History from the University at Albany, SUNY. Jason also completed Executive Education in Investment Theory & Practice at the Yale School of Management. In addition, they hold several certifications including Certified Investment Management Analyst (CIMA), CAIA Fundamentals of Alternative Investment Certificate, Series 63, Series 6, Life, Accident and Health, and Series 65.

Links

Previous companies

Northwestern Mutual logo
EY logo

Timeline

  • Sales Director - Global Accounts

    January, 2022 - present

  • Global Account Manager

    December, 2019

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