Brian Jackman Email & Phone Number

Greater Chicago Area

• Develop strategies to systematically prevent, detect, and report upon potential Money Laundering/Terrorist Financing across the firm; as well as assess, monitor, and control AML risk.★ Ensure implementation and.
• Develop technology and statistical driven solutions across 12% of the U.S. population as clients of the firm.

Chicago, Illinois, United States

• Led a division that provided investment solutions to affluent clients through Chase Investment Advisors.★ Promoted to create partnerships with the Regional Director, Market Director, and Supervisory Managers to control.
• Developed partnerships with Compliance, AML Compliance, Legal, Risk Management, and Sales Management to perform periodic client analysis and maintain profitable metrics for high-risk entities, foreign political.
• Created and led an 80-member team within CWM to manage the onboarding and maintenance of the JPMorgan Private Bank managed products.
• Served as Subject Matter Expert (SME) and senior team advisor for complex investment strategies, synthesizing fundamental data from a variety of publications, as well as technical data from live charts on Trading.

Columbus, Ohio, United States

Recruited back to Chase to lead a two-year project to integrate the Chase and Banc One managed account platforms, creating a new, industry-leading product with over $12 billion in assets under management. ★ Led the rollout of the highly successful Chase Strategic Portfolio (CSP) Program, which surpassed $1 billion in assets in the first five months, and.

Columbus, Ohio, United States

Traded S&P futures and options.

Columbus, Ohio, United States

Promoted to manage the integration of Banc One’s 16,000 trust indentures consisting of over $1.1 trillion in notional value to JPMorgan; project included a physical move and four major system conversions.★ Managed 72 administrators overseeing Corporate, Municipal, Multi-family, Single-family, Pooled Finance, and Escrow agreements.

Columbus, Ohio, United States

• Led the design, implementation, training, and management of the first trade support team of 14 associates placed on the BOIA trading floor, for Banc One Investment Advisors.★ Directed all aspects of back and middle.
• Performed risk assessments of trades and future trades in order to mitigate exposure, offering clients protection through the use of options, arbitrage, and spread strategies.
• Ensured that all trading activity complies with federal and internal compliance regulations and guidelines.

Chicago, Illinois, United States

• Promoted to manage 37 equity/options and 12 fixed income traders, as well as 62 personnel in cashiering, margins, retirements, transfers, and document retention, for Banc One Securities Corporation. Integrated all.
• Became the first bank-affiliated broker/dealer to rank in the top 15 on Gomez Advisor’s Scorecard via oneinvest.com.
• Advised on the execution and confirmation of moderate to complex securities transactions initiated by clients.
• Selected to participate in executive development at Darden with Jamie Dimon and other senior executives.

Columbus, Ohio, United States

Managed and engaged in general trading activities, executed orders, and daily routines. ★ Interacted directly with clients, providing customer service; addressing issues, trading strategies, market terminology, account status, or any concerns clients may have.

Mba, Business Administration

Executive Education, Leading Strategic Change

Bachelor Of Science - Bs, Business Administration

Activities and Societies: Pi Kappa Phi Fraternity