Jonathan Clarke

Former President & Sales Leader

About Me

Jonathan Clarke is a systems-minded entrepreneur with deep experience in market strategy, infrastructure, and workflows. From developing trading algorithms to designing autonomous tools, he blends technical execution with long-term vision.

Work History

Experience

Benefits Consultant

2023 — Present

Acera Insurance

B2B account executive focused on group benefits solutions for business clients.

President

2011 — 2023

Prizm Financial Inc.

Operational leadership of an outside sales organization over a 12-year tenure, driving strategy, growth, and team performance.

Academic Background

Education

✦

BA in Economics

University of Calgary

2007

✦

CFA Level I

Chartered Financial Analyst

2008

✦

CAIA

Chartered Alternative Investment Analyst

2009

What I Know

Skills & Expertise

Leadership

Futuristic Thinking
Long Range Planning
Team Management
Informed Decision Making

Sales

B2B & B2P
Outside & Inside Sales
Opportunities & Pipeline
Forecasting

Account Management

Strategic Planning
Proposal Development
Relationship Building
Cross Selling & Upselling

Software & Tools

Windows & Linux
Microsoft 365
Google Workspace
Salesforce.com VIP
Ubiquiti Unifi
Unraid
Home Assistant
Paperclip AI
OpenAI Codex
Claude Code
And many more...

Skills

Get in Touch

Let's Connect

Based in Foothills, AB — open to new opportunities and collaborations.

jon@stackmetal.com