Jason Carver

Commander
DISC Type : D

Chief Financial Officer at Actively Seeking New Opportunities

Greater Chicago Area, United States

Overview

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.

Personality Overview

Decisive

Strong-Willed

Risk-Taker

They prefer to move quickly, and expect the same from others.  They like to stay in control of the negotiation or defining of the terms. They put a lot of effort into ensuring personal success.

Topics They Care 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.
Financial Leadership
He specializes in building and restructuring global finance teams, leading functions like FP&A, accounting, treasury, and strategic planning for high-growth companies.

Media Appearances

Jason has no verified media appearances

Work History

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

Education

Master of Business Administration - MBA from The University of Chicago Booth School of Business
Bachelor of Science - BS from The University of Texas at Dallas

More Information

Social Presence :

Prographics :

Exp : 1 Location : Greater Chicago Area, United States Job Level : Leadership Designation : Chief Financial Officer at Actively Seeking New Opportunities
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Insights For Selling To Jason

During A Call Or A Meeting

DO's

  • When negotiating terms, help them build an impression that they are the ones calling the shots
  • Be respectful but crisp
  • Refer to testimonials from well-known industry leaders

DONT's

  • Don’t take too much time in sending them information if they ask for any
  • Avoid being too verbose
  • Do not back off when challenged, respond with a confident, objective answer instead

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jason is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Jason

  • If they are not convinced, they will have no hesitation in telling you the same.

Insights For Deal Planning

    How fast (or slow) will Jason move?

  • If convinced, they can reach decisions quite fast.
  • Can Jason take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Jason

Personality Compatibility


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