Drawing on 22+ years of financial services experience, Jason Rok is an expert adviser on driving a trading business. Jason is able to view things differently than most and understands the implications that many overlook. His domain expertise is a natural compliment to advisory work related to the use of global sourcing and impactive process rationalization.

His big picture view, forward thinking and understanding of support functions and down stream processes allows him to key in to the important details so the vision can be achieved in the most efficient manner while maintaining the necessary controls and keeping enterprise risk to a minimum.

He started his career in operations at Credit Suisse more than twenty two years ago. During the eighteen plus years he spent at there, he had the opportunity to work on numerous new businesses and develop a variety of skills and knowledge. His experience crossed over a few functional roles as well as a broad range of products, regions and transaction types. Having worked in different departments during his career as well as growing many businesses from infancy to maturity he dealt with all the issues of a trade during its life cycle. As a result he is very well versed in all areas of a firm’s operation and has a unique understanding of all the supporting areas.

Jason took this knowledge to become a Managing Director and co-head of the Structured Finance and Repo Desk at Cantor Fitzgerald. At Cantor he also acted as COO for the group and was a member of the Debt Capital Market’s operating committee. In these roles he played a critical part in building both the funding desk and division from scratch. Aside from trading, business development and risk management, he was also responsible for all infrastructure, support and non trading business decisions

During his long career he has performed all of the following functions at one time or another: chief operating officer, structured finance and repo trader, risk manager, vetted legal documents, product manager, project manager, business development, treasurer, business analyst, and settlement clerk.

The products he has dealt with are just as diverse and include: Treasuries, Agencies, Mortgages, Corporates (emerging market, high yield and high grade), Munis, SBA, Foreign sovereign bonds (emerging market hard and local currency and high grade), Interest rate futures and options, FRA, Swaps, OTC options, and F/X.