Product 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.

Program Manager, New Product Development for Global Equities Technology | 2015 - 2016• Innovated novel business processes for security issuance, valuation, bidding, non-electronic trading, and risk management across Portfolio Managers, Compliance, Trading, Risk, Fund Accounting, and Operations to support investment in an OTC derivative. Managed the subsequent development and testing across 10+ teams.• Managed the program of builds to launch the firm’s first Exchange Traded Funds, a complex integration of systems, operational processes, and vendor management across portfolio management and custody functions. Business Manager for Equities and Multi Asset Solutions Technology | 2013 - 2015• Led multi-month evaluation of global systems strategy across Portfolio Implementation and Trading functions; produced target architecture and workflows, business cases with cost/benefit analysis, and three-year roadmap.• Led full reforecast of projects and reorganization of teams to globally aligned functions.• Managed financials, location strategy, and recruiting through global department staff growth of 40%.

Project Delivery Office (2013) - Strategy and process design/execution to drive scalability and quality across the global 350 person technology organization. Product Manager and Functional Architect (2007-2013) for new launch applications such as CRM and the core workflow automation platform. Led global onsite rollouts and adoption campaigns. Developer (2005-2007) supporting automated but highly customized asset allocation pitches on a self-service platform. Analytics included risk, beta, market correlation, back testing, and Monte Carlo-based wealth projections. Promoted and drove application adoption among business users across all ten domestic offices.

Extended and maintained the systems integration platform for clients and service providers. Designed and developed the EDI message framework and refactored the automated financial services integration in Java.

Data and object modeling, requirements analysis, Java and JS defect resolution

Mathematica and perl development supporting molecular modeling and genetic programming experiments.