Jason Kivaev

Jason Kivaev Email and Phone Number

Investor Services Manager @ Juniper Square
san francisco, california, united states

Jason Kivaev's Contact Information

Jason Kivaev personal email

n/a

Jason Kivaev phone numbers

Jason Kivaev's Current Company Details

junipersquare.com

Juniper Square

Investor Services Manager
san francisco, california, united states
Website:
junipersquare.com
Employees:
214
Industry:
Information Technology And Services
I am currently a Bachelor of Commerce student studying Business Technology Management student at Ryerson University.

Jason Kivaev Work Experience

  • junipersquare.com
    Service Agent
    Enterprise Rent-A-Car Jun 17 - Aug 18 · 1 yr 2 mos
    Saint Louis, Missouri, United States
    * Worked in high pressure conditions such as organizing and preparing cars. Exceeding the standards for 30 customers in an hour * Trained and delegated work to new service agents * Responsible for operating small to large and heavy vehicles
  • junipersquare.com
    Network Administrator
    Advanced Imaging Systems Jun 15 - Aug 17 · 2 yrs 2 mos
    * Implemented security software for businesses * Installed security hardware for businesses. Projects, number of camera installations and integrations, last from 1 day to 2 weeks. Projects are done in pairs. * Taught usage of new security systems to security teams at numerous condominiums in Toronto * Experience creating and subnetting networks
  • junipersquare.com
    Accounting Technician
    E-Dealer May 21 - May 22 · 1 yr
    Toronto, Ontario, Canada
    Responsible for invoicing and accounting for $1,000,000 in monthly revenue. Maintaining great relationships with all 8 OEMs by being the main contact for billing and administrative detailsManaged employee training for all new recruits over a 6 month period and offered continuous advice, guidance, and mentorship on duties and best practicesUpdate KPI reporting on a monthly basis using Excel, also spearheading the building of sales, financial, and marketing reports/analytics/dashboards using Zoho business intelligence toolsReduced the credit card consolidation process from 7 to 4 business days by implementing auto-creation rules for all general transactions Show less
  • junipersquare.com
    Associate Investor Services Manager
    Juniper Square May 22 - Jun 23 · 1 yr 1 mo
    San Francisco, California, United States
    Developed project management, communication, customer management, and process improvement skills, delivering positive outcomes for clients by spearheading a new position creation process. Led the project from beginning to end presenting results to all stakeholders at various levelsManaged multiple client requests simultaneously, demonstrating excellent organizational skills, prioritization abilities, and attention to detail to ensure that all tasks were completed accurately and within established timelines. Requests include – institutional reporting, invoicing, tax documentsConducted KYC/Watchlist monitoring checks on individuals and entities, and investigated and resolved any issues in compliance with regulatory requirementsEarned the trust of the leadership team to conduct interviews for higher-level roles, leveraging strong communication and interpersonal skills to effectively evaluate candidates and make sound hiring recommendations Show less
  • junipersquare.com
    Investor Services Manager
    Juniper Square Jun 23 - Present · 1 yr 7 mos
    San Francisco, California, United States
  • junipersquare.com
    Accountant Intern
    E-Dealer Aug 18 - Apr 21 · 2 yrs 8 mos
    Toronto, Ontario, Canada
    * Responsible for invoicing and receiving approximately $400,000 in monthly revenue * I created customized financial reports for President and Vice President of Sales using Excel spreadsheet. Reports include * churn percentages, province by province sales, and account representatives’ monthly commissions * I developed robust organizational and detail-oriented skills by managing multiple accounting software transitions. Migrating from QuickBooks Desktop to QuickBooks Online with an integration of CardPointe. Further responsible for the transition from QuickBooks Online to Oracle’s NetSuite * I used strong decision-making skills by comparing, deciding, and integrating a payment processing provider with NetSuite in a short time frame (1-2 weeks) * I applied strong client management through being the first point of contact for clients to communicate and resolve any issues with billing or administration issues

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Frequently Asked Questions about Jason Kivaev

What company does Jason Kivaev work for?

Jason Kivaev works for Juniper Square

What is Jason Kivaev's role in his/her workplace?

Jason Kivaev's role in his/her workplace is Investor Services Manager.

Which industry does Jason Kivaev work in currently?

Jason Kivaev works in the industry Information Technology And Services.

What is Jason Kivaev's email address?

Jason Kivaev's email address is jason.kivaev@edealer.ca

What is Jason Kivaev's direct phone number?

Jason Kivaev's direct phone number is +14165673659

What schools did Jason Kivaev attend?

Jason Kivaev attended Ryerson University, Ryerson University. and Forest Hill Collegiate Institute.

What is Jason Kivaev's role in his workplace?

Jason Kivaev has skills like Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Public Speaking, and Html.

Who are Jason Kivaev's colleagues?

Jason Kivaev's colleagues are Kailin Wang, Kailin Wang, Pascal Boudier, Pascal Boudier, Jenny S, Jenny S, Harrison Woodard, Harrison Woodard, Marquez Johnson, Marquez Johnson, and Cole Schneider. and John Aldrich.

Who are Jason Kivaev's peers at other companies?

Jason Kivaev's peers at other companies are Nandhini Muthu, Sam Morris-Rosenstein, Shabdali Jagtap, Sudi Lyu, Dawn Smith, and Dasappa S. and Tony Peswani. Jason Kivaev's peers at other companies are Nandhini Muthu, Sam Morris-Rosenstein, Shabdali Jagtap, Sudi Lyu, Dawn Smith, and Dasappa S. and Tony Peswani.