Coinbase

Senior Sales Associate | Coinbase Prime

Founded in 2012, Coinbase is the leading cryptocurrency exchange platform in the United States. The company intends to be the safe and regulation-compliant point of entry for retail investors and institutions into the cryptocurrency economy. Users can establish an account directly with the firm, instead of using an intermediary, and many choose to allow Coinbase to act as a custodian for their cryptocurrency, giving the company breadth beyond that of a traditional financial exchange.

Account Manager | Coinbase Prime

Credit Suisse

• Responsible for client relations on a day-to-day basis and maintaining a service culture of excellence

• Structuring Asset Management solutions, coordinating trust management services, coordinating compliance and regulatory support, and providing general corporate services to family offices, multi-family offices and independent wealth managers

Relationship Manager - EAM Desk Europe at Credit Suisse (Lux)

• Cross-book services to sophisticated EAM clients

• Responsible for client relations on a day-to-day basis and maintaining a service culture of excellence

• Structuring Asset Management solutions, coordinating trust management services, coordinating compliance and regulatory support, and providing general corporate services to family offices, multi-family offices and independent wealth managers

Assistant Relationship Manager - EAM Desk Europe at Credit Suisse (Lux)

• Cross-book services to sophisticated EAM clients
 
• Supported RMs with client relations on a day-to-day basis and maintaining a service culture of excellence 

• Supported team head and RMs to achieve ambitious NNA, AuM growth and revenue targets throughout FY 2017 and Q1 2018.

Assistant Relationship Manager - EAM Desk Europe at Credit Suisse (CH)

• Assisted senior management (department head and MDs) in gaining financial transparency of the business area and maximizing sales potential for PB Advisory and Sales.

• Supported weekly and monthly NNA, AuM growth and revenue reporting and financial analysis

• Provided in-depth analysis and specialist advice to investment consultant, relationship management, and wealth planning divisions

Advisory & Sales Private Banking IWM Europe Team 

GRANA

•   Lead a market expansion strategy in Singapore for a fast-growing, Hong Kong based 
    e-commerce fashion start-up

•   Streamlined the company’s supply chain management to meet just-in-time requirements 
    for temporary point of sale (POS)

•   Re-structured data management system to reflect KPI needs and performed cross-reference 
    analytics for new market customer base in order to optimize the pop-up store model 

•   Controlled for expenses and cash flows and advised management as well as on-the-ground
    sales teams

External Business & Sales Consultant

Silverhorn Advisors

•	Lead sales initiatives and supported several multi-strategy in-house funds and two portfolio managers with reporting, reconciliation & client services

•	Performed financial valuation analysis through the use of DCF, trading comparables, and leveraged buyout methodologies

•	Performed in-depth portfolio and benchmark analytics in response to market events and client requests

•	Oversaw daily cash flows and managed asset reconciliations of FI products, stocks, options, futures, and swaps

•	Prepared materials for equity offering and financial advisory presentations and internal presentations

Analyst

Swisspro SR SA

•	Delivered impactful and positive business change by leading sales campaigns and developing a robust market expansion strategy within a team for a leading Southeast Asian based water filtration systems firm in conjunction with the University of St. Gallen. The strategy was successfully implemented to the client’s fullest satisfaction

External Sales Consultant

TalkPool Network Services AB

•	Data entry, client relations, accounting, maintaining filing systems, taking dictation, operating office equipment.

Sales Specialist

Institutional sales leader with 10+ years managing key client relationships across North America, Europe, and Asia (ex-Japan), maintaining a 95%+ retention rate.

I’m part of Coinbase’s core institutional sales team, working directly with our UHNWI segement and strategically critical clients. I grow and manage a high-performing institutional book at the heart of the platform.

Transitioned from TradFi to crypto in 2021 and now help clients confidently enter and scale in the digital asset space—while educating 26k+ LinkedIn followers, with 15M+ content views.

Andrew Axelrod

RentPERKS Technologies Inc.

RentPERKS – Revolutionizing Rental Property Management with Technology and Behavioral Insights

RentPERKS is a Technology-Enabled Property Management Platform-as-a-Service (PaaS) that integrates FinTech, PropTech, and behavioral analytics to transform the rental experience for landlords and tenants alike. Designed to deliver operational precision and long-term asset performance, RentPERKS applies Tenancy Behavioral Analytics to improve tenant retention, reduce vacancy risk, and enhance property-level decision-making.

Through strategic partnerships with TD Canada, Wells Fargo, and REMLoyalty.com, the platform provides seamless cash management, secure payment processing, and a robust tenant rewards ecosystem connected to over 300 global retail brands. This fully integrated model fosters loyalty and accountability among tenants while reducing administrative burden for property owners and operators.

RentPERKS standardizes property operations through centralized compliance management, automated building services, and geo-fenced field coordination, ensuring consistent quality of service across North American markets. Its modular architecture supports scalable deployments, making it ideal for property management firms, developers, and institutional owners seeking to reduce overhead while improving tenant satisfaction and revenue stability.

The platform’s proprietary maintenance division extends its operational reach by addressing service transparency and workforce efficiency, aligning with broader ESG and sustainability objectives. Built on a foundation of commercial real estate expertise and design-build operational insight, RentPERKS is well-positioned to support new development pipelines, streamline occupancy, and deliver measurable value beyond the physical asset.

By redefining property management through data, automation, and behavioral insight, RentPERKS continues to set a new global standard for rental housing operations.

Seed Investor and Advisor

RentPERKS Alberta LP

Managing Broker

RentPERKS BC Property Management LP

Coldwell Banker Commercial West Real Estate • Industrial YYC

Jason’s ability to consistently outperform in a cut-throat industry developed through a persistent attitude toward satisfying client requirements. His personality allows for a level of trust to become evident through a continual delivery of highly detailed information unique to each challenge he is faced with on behalf of his clients. This ability to pull information together in a manner which allows him to assist in creating specific courses of action in order to provide the greatest resolve to challenges and, in aiding the development of a perfect case scenario for future business opportunities reveals a high-level skill set which his client have come to rely heavily on. With an understanding of operational challenges and great attention to detail his experiences are shared with clients where appropriate, thereby becoming an active part of the team. 


His specializations are in Sales and Leasing, where he has continued to negotiate well on his client’s behalf. Going beyond that, he has been able to assist in client requirements through acquisition of land and managing Development Projects with the construction of new facilities where an understanding of the critical factors of building structure can assist in bottom line productivity increases for an operating group. His ability to understand a wide range of specific uses allows him to take from other experiences and incorporate those understandings into a well executed plan and create tremendous confidence with his clientele.

Associate Broker & Vice President

NAI Advent

Scope of Responsibilities

Design Build project management;
Owner User Sales;
Land Sales, and;
Leasing;

Industrial Leasing, Sales, and Site Development

Jones Lang LaSalle

• Focus on Tenant Representation in the Downtown Office market of Calgary
• Completed office lease transactions at all stages from obtaining contact details and ascertaining opportunity through to Lease negotiation on behalf of the Tenant.
• Actively inventoried buildings on a quarterly basis to update potential unknown transactions and obtain new contacts within organizations
• Assembled and organized a detailed database of Downtown Tenants including their lease expires, s.f., individual contacts involved, previous challenges, etc.
• Created a pipeline generation reporting tool to track calls, meetings, etc.
• Managed marketing initiatives to represent disposition work on behalf of clientele including the development of an email list for potential tenants, flyer distribution to targeted tenants, etc.
• Managed an active database of available space in the market to track and identify opportunities for clientele

Office Leasing and Sales Associate

Avison Young Commercial Real Estate

• Completed Real Estate Licensing while assisting a senior broker
• Created an active database of the entire Downtown and Beltline office product which included
complete stacking plans that further generated a reporting tool on Top 3 Tenants and their
respective s.f. and expires in addition to obtaining contact details for those tenants
• Assisted in the generation of reports used for both the sale and lease of various properties,
both downtown and in the Suburbs

Office Leasing Associate

FatBox

Responsible for the facilitation of the following activities within the scope of FatBox:

Sponsorship Opportunities (Creating opportunities for FatBox to give back to the community)
Accountability with Client Deadlines and Development Teams
Event Management (FatBox or Partner Lead)
Customer Development and Retention
Software Vendor Partnerships
Partnership Development 
Contract Negotiations


FatBox provides world class Fully-Managed Services from a PRIVATE, WHOLLY-OWNED CLOUD ARCHITECTURE in state of the art data centers with a national footprint supporting all of Canada.

Business Development Manager

Insite  - Your Technology As A Service Provider.

Provided desktop level Cloud Services by deploying Citrix and allowing clients to remotely login. This service allowed small organizations to centrally manage employee databases, maintain consistency in platform, and access from anywhere.

Servicing clients from all sectors, and effectively managing the procurement strategies of IT from VDI solutions to intricate software architecture solutions in addition to the day to day operational requirements of these organizations. 

Clients: 
Nortel, 
Teva Pharma, 
Norbord, 
Enstream, 
Ericsson, 
Fuespoint Managed Services {Rogers, Bell, BC Workplace Safety} 
and more

Partners:  
HP, 
Cisco, 
VMware, 
Microsoft, 
Symantec, 
Avaya

Going above the call to source products and deliver on schedule was a primary focus. On occasion through resourcefulness was able to source products unavailable through traditional means that allowed client projects to be completed on time, as planned, and well within budget. 

A relationship management executive who pulls on the resources of those he works with to facilitate project requirements and deadlines!

Corporate Account Manager - Logistics

My focus is in Proptech adoption, ESG-aligned asset optimization and, Operational cost reduction modelling for real estate developers.

Jason Duncan brings a seasoned perspective to the intersection of real estate and technology, with a specialized focus on investment oversight, capital strategy, and advisory support for PropTech advancement. As an investor and strategic advisor to RentPERKS Technologies Inc., Jason contributes financial acumen and domain expertise to guide the company’s expansion and value creation across global real estate markets.

With a distinguished background in land assembly, design-build development, and the leasing and sales of commercial assets, Jason offers a deep understanding of the structural and operational complexities inherent in real estate investment. His experience enables him to evaluate and advise on technology deployments that deliver both regulatory compliance and sustained financial performance.

At RentPERKS, Jason does not serve in a practicing brokerage capacity as RentPERKS is a Technology Company offering a Property Management Services Platform. Instead, he plays a pivotal advisory role—supporting executive decision-making, investor relations, and long-term capital strategy. His influence is instrumental in aligning RentPERKS’ technology roadmap with the expectations of institutional investors, family offices, and development stakeholders seeking reliable yield, ESG alignment, and risk mitigation through platform-driven efficiencies.

Strategic Focus Areas:
	•	Advising on scalable PropTech investments that drive net operating income and asset value
	•	Supporting capital structuring and multi-regional deployment strategies for RentPERKS
	•	Championing AI- and automation-based solutions to reduce operational overhead
	•	Facilitating introductions and partnerships with real estate developers and investment groups
	•	Promoting ESG-aligned property management practices with measurable carbon reductions
	•	Enhancing investor confidence through compliance, data transparency, and tenant behavior analytics
	•	Steering expansion into key markets with consistent governance and service delivery standards

Jason’s continued commitment is to empower landlords, developers, and investors with innovative tools that replace inefficiencies with intelligent, profitable systems—advancing real estate into a more sustainable and data-informed future.

taplio

The Battle

Andrew Axelrod

Jason Duncan

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