Jason Z. Chen, CFA, FRM is a Portfolio Manager at Purpose Investments with a background in market analysis, portfolio management, and quantitative strategy research. Prior to that, Jason Z. has held various roles in reputable financial institutions such as Merrill Lynch, TD, and Scotiabank. Jason holds a Master of Mathematical Finance from the University of Toronto and a Bachelor of Mathematics with honors in Financial Analysis and Risk Management from the University of Waterloo.
December, 2019 - present
Manager, Technology Change And Dealer Enablement at Caterpillar
Vice President, Performance Delivery at Fidelity
Head Of Learning Experience at Fidelity
Vice President Of Learning And Development at Teladoc Health
Director Learning Solutions, FMR India & Director Learning Experience, Asset Management at Fidelity
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