Executive Director
CurrentProduct Manager, Investment and Client Service Platform (Spectrum) for Global Asset Management | 2018 - Current• Set product vision, strategy and roadmap for core capabilities on JP Morgan Spectrum, Asset management's end-to-end investment management and client service platform.• Enterprise entitlements solution: Radically transform how we secure Asset Management technology, intellectual property, and data across thousands of users accurately, securely, and efficiently. Leverage role- and attribute-based access control principles, rule-driven automation, rational governance, and big data analytics.• Fundamental research solution: Maximize relevant investment insight from AM's deeply resourced wealth of proprietary fundamental research with rapid and secure capture of analyst data and efficient, precise retrieval by research consumers, through both desktop and mobile interfaces. Delivery Manager, Portfolio Implementation for Global Equities Technology | 2016 – 2018• Lead the team of teams effort to create a global portfolio implementation capability over regionally operated businesses, systems, and regulations.• Partner with engineering leads and Product Owner to rationally align software delivery to the product roadmap, including delivery of exposure, intraday cash, order status, bet/drift analytics, and order generation modules.• Manage stakeholder engagement by chairing executive steering committee, working groups, and offsites as opportunities and risks evolve over program execution.• Articulate/market the platform strategy in both internal and public large forums as a competitive differentiator.
