Jason Quinn in

Jason Quinn

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Chief Financial Officer & Chief Operating Officer at Advisor360°
📍 Dover, Massachusetts, United States

Jason Quinn is the Chief Financial Officer & Chief Operating Officer at Advisor360°, where he specializes in scaling SaaS and fintech companies. With a background in Corporate Finance and Accounting from Bentley University, he has a history of driving growth at tech firms like Vendr and Datarobot.

He holds the dual roles of CFO and COO, blending high-level financial strategy with practical, day-to-day operational execution to help the company scale.

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Experience
21 Years
Current Role
Chief Financial Officer & Chief Operating Officer
Job Level
Leadership
Location
Dover, Massachusetts, United States
Personality Overview

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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

AI in WealthTech
He believes the AI era will reinvent financial services by replacing legacy software with intelligent and intuitive solutions for advisors and clients.
Scaling SaaS Companies
His career is focused on leading the finance and accounting organizations at tech companies to prepare them for their next phase of growth.
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Career

Work history

11-2024
Chief Financial Officer & Chief Operating Officer
Advisor360°
1-2024 - 11-2024
Chief Financial Officer
Advisor360°
7-2022 - 1-2024
Chief Financial Officer & Chief Operating Officer
Vendr
1-2022 - 6-2022
Chief Financial Officer
Vendr
9-2020 - 11-2021
SVP of Finance
DataRobot
In the press

Media appearances

Understanding Your Customer From the Inside Out | Jason Quinn, CFO & COO, Advisor360°. Featured in CFO Thought Leader Podcast (Captivate.fm)
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Education
2001 - 2004
Corporate Finance and Accounting
Bentley University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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