Jason currently serves as Chairman of the Board and is a past Treasurer of Potential’s Board of Directors. As Chief Finance and Administrative Officer, Jason oversees the Shared Services division of GTM which includes Finance, Human Resources, and Information Technology. A primary focus of his role is the development, implementation, and monitoring of operational controls, policies, and procedures related to these functions, as well as assisting in charting the strategic direction of GTM firm-wide.
Prior to joining GTM, Jason served as Director of Practice Operations at KPMG LLP for their Global Mobility Services US Tax Practice. In this role, he managed the day-to-day financial and administrative operations of the practice and led several successful operational efficiency initiatives designed to drive revenue growth and improve operating margin. Jason has also served as Vice President for JP Morgan Chase in both Asset Management and Shared Services, and worked in a client service capacity for both EisnerAmper and Deloitte. By specializing in finance and business strategy throughout his career, Jason has built a strong background in project management, risk management, and operations. He is also a certified Project Management Professional (PMP).
Jason resides in New Hope, PA, and enjoys spending his free time with his family, checking out the many local activities in their river town. He also plays golf whenever possible.