Emily Edelstein

Emily Edelstein Email and Phone Number

Product Manager and Project Manager
Emily Edelstein's Location
Matawan, New Jersey, United States, United States
Emily Edelstein's Contact Details

Emily Edelstein work email

Emily Edelstein personal email

n/a
About Emily Edelstein

As both a product and project manager, I specialize in customer service, operations management and IT solutions. My industry expertise lies in Broker-dealer and Investment Advisor operations and technology, as well as institutional banking and securities operations for a client base primarily consisting of corporate and public employee benefit plans, endowments and foundations, and Taft-Hartley funds.I am adept at designing and delivering comprehensive, tailored solutions to address complex business needs. I have strong communication and organizational skills that allow me to manage multiple projects and support both large and small clients.I am energized by my work and understand the importance of building strong and strategic partnerships. My business partners and clients rely on me to bring sharp analytical thinking and creative solutions to each product we tackle. I truly enjoy solving the inevitable challenges along the way, to deliver solutions on-time and on-budget.My other key qualities include the ability to learn new skills very quickly, paying close attention to detail, and using strong interpersonal skills.

Emily Edelstein's Current Company Details

Product Manager and Project Manager
Emily Edelstein Work Experience Details
  • Jpmorgan
    Product Manager, Chase Wealth Management Technologies; Vice President
    Jpmorgan 2008 - Sep 2014
    Analyzed, developed, tested, and delivered large- and small-scale systems projects for retail and institutional Broker-Dealer portfolio/ accounting and reporting technologies• Improved application usage and functionality for advisors and end clients aggregating over $272B in net assets• Reduced annual expenses $2-3 million• Maximized efficiency by creating, implementing and managing, 3+ year road maps to align with company strategy• Ensured applications met appropriate information risk management requirements and internal controls were in accordance with the company standards
  • Bear Stearns/ Global Clearing Services
    Senior Project Manager; Vice President
    Bear Stearns/ Global Clearing Services Jun 2005 - 2008
    Managed large scale systems projects for Broker Dealer and Investment Advisor related technologies from the business perspective• Facilitated and evaluated meetings and workshops with clients, stakeholders, and technology• Created user requirements documents and managed IT solution life cycle• Implemented changes and developed high quality presentations
  • State Street
    Project Manager; Vice President
    State Street 2000 - 2005
    Primary liaison between business line and technology departments in defining product requirements relating to 500+ client base with over $650B in net assets• Project leader of initiatives for improved effectiveness of web based portal, numerous accounting and reconciliation projects, and new technology platforms• Designed new trust accounting and ERISA related client reports • Managed day-to-day relationship with key vendor
  • Deutsche Bank
    Client Reporting Manager; Assistant Vice President
    Deutsche Bank 1997 - 2000
    Directly managed multiple units responsible for the daily, weekly, monthly, quarterly and annual reporting for a client base primarily consisting of corporate and public employee benefit plans, endowments and foundations, and Taft-Hartley funds• Responsible for the planning/coordination of workflow and resource allocation • Provided key performance indicators to senior management • Presented gap analysis and established relevant controls to mitigate operating risk levels
  • Bankers Trust
    Client Service Associate; Assistant Treasurer
    Bankers Trust 1993 - 1997
    Provided client service to multiple plan sponsors aggregating $15+ billion in net assets.

Emily Edelstein Skills

Product Development Project Management Sdlc Management Fixed Income Financial Services Equities Quality Assurance Securities Banking Hedge Funds Team Management Derivatives Team Building Portfolio Management Business Analysis Vendor Management Investments Investment Banking Asset Management Customer Service Prime Brokerage Trading Systems Accounting Capital Markets Bloomberg Risk Management Strategy Financial Risk Software Development Life Cycle

Emily Edelstein Education Details

Frequently Asked Questions about Emily Edelstein

What is Emily Edelstein's role at the current company?

Emily Edelstein's current role is Product Manager and Project Manager.

What is Emily Edelstein's email address?

Emily Edelstein's email address is em****@****gan.com

What schools did Emily Edelstein attend?

Emily Edelstein attended Rutgers College.

What skills is Emily Edelstein known for?

Emily Edelstein has skills like Product Development, Project Management, Sdlc, Management, Fixed Income, Financial Services, Equities, Quality Assurance, Securities, Banking, Hedge Funds, Team Management.

Not the Emily Edelstein you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.