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Jason Dworkin

SVP, Advisory Product Management

Jason Dworkin is a seasoned product leader and sales strategist in the financial services sector, currently serving as SVP of Product Management for Advisory & Wealth Management at Citi. With a focus on driving operational excellence and scalable revenue growth, Jason has successfully led initiatives that improved compliance and sales accountability, notably launching a third-party advisory product that attracted nearly $1 billion in asset flow. Prior experience includes serving as a Financial Advisor at AXA Advisors, where they cultivated client relationships and drove business development. Jason holds a BS in Business Administration with a concentration in Finance and Marketing from the University at Albany, SUNY, and continues to advance their expertise in product strategy and operational support.

Location

United States

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