Jason Carver in

Jason Carver

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Chief Financial Officer at Actively Seeking New Opportunities
📍 Greater Chicago Area, United States

Jason is an international finance executive with over 20 years of experience leading financial services, fintech, and healthtech businesses. He holds an MBA from The University of Chicago Booth School of Business and is a CFA charterholder. Colleagues have described him as a leader with "iron-clad integrity".

He has successfully executed four company sales and two business unit divestitures, creating positive outcomes for founders and investors.

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Experience
1 Years
Current Role
Chief Financial Officer
Job Level
Leadership
Location
Greater Chicago Area, United States
Personality Overview

How Jason shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jason cares about

M&A Transactions
He has extensive buy and sell side experience, having executed four company sales, two business unit divestitures, and multiple acquisitions and integrations.
Fintech & SaaS
His background includes leadership at a brokerage platform for stock and crypto trading, with deep expertise in SaaS, recurring revenue, and professional services metrics.
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Career

Work history

10-2025
Chief Financial Officer
Actively Seeking New Opportunities
Chief Financial Officer
Streamline Healthcare Solutions
Chief Financial Officer
Alpaca
Chief Financial Officer
Performance Trust Capital Partners
CFO, Global Trading
FIS
In the press

Media appearances

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Education
Master of Business Administration - MBA
The University of Chicago Booth School of Business
Bachelor of Science - BS
The University of Texas at Dallas
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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