Jason has more than 20 years of experience consulting with companies on matters that require shareholders approval. He specializes in proxy solicitation, mergers and acquisitions advice and corporate governance consulting, with expertise in corporate and board related matters for domestic, Canadian and multinational companies.
Prior to joining Okapi, Jason was with Georgeson for over 18 years with responsibility in sales, management and marketing, and worked on transactions for over 400 companies covering all business sectors. He spent over three years in Toronto with Georgeson’s Canadian business, where he was responsible for sales and operations management across all product lines. Before joining Georgeson, Jason worked for both Thomson Financial and D.F. King & Co. as an equity analyst.
Jason is a member of the National Investor Relations Institute (NIRI) and the Society of Corporate Secretaries and Corporate Governance Professionals. He holds a bachelor’s degree in sociology from the State University of New York at Albany and is a frequent speaker on corporate governance and shareholder activism at a variety of conferences and industry organizations.