Jason Stein

Jason Stein is an experienced business consultant currently working at TrustQuay since May 2022, where responsibilities include providing guidance to Trust, Company Secretary, and Fund customers and leading workshops to define operational models. Previously, Jason served as Client Success Team Lead and Professional Services Consultant at PracticeEvolve, focusing on client demonstrations, requirements gathering, and training delivery. Additional roles include Trainer and Assessor at Lonsdale Institute, L&D Consultant at Platinum Life Pty Ltd, and Learning Program Director at Education Is Our Future, emphasizing vocational training, learning initiatives, and educational program development. Jason's accounting expertise includes positions as Trust Accountant at Pictet & Cie, Citco (Suisse) S.A., and Citco (London) Limited, alongside independent consulting for expatriate businesses. Academic qualifications include a Chartered Management Accountant designation from the Chartered Institute of Management Accountants and a Bachelor's degree in Mathematics and Economics from the University of the Witwatersrand.