Emily Edelstein work email
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Emily Edelstein personal email
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.
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Product Manager, Chase Wealth Management Technologies; Vice PresidentJpmorgan 2008 - Sep 2014Analyzed, 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 -
Senior Project Manager; Vice PresidentBear Stearns/ Global Clearing Services Jun 2005 - 2008Managed 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
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Project Manager; Vice PresidentState Street 2000 - 2005Primary 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 -
Client Reporting Manager; Assistant Vice PresidentDeutsche Bank 1997 - 2000Directly 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 -
Client Service Associate; Assistant TreasurerBankers Trust 1993 - 1997Provided client service to multiple plan sponsors aggregating $15+ billion in net assets.
Emily Edelstein Skills
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.
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Emily Edelstein, CPA
Milwaukee, Wi1marcustheatres.com -
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Emily Edelstein
Arts Administrator. Crafts, Cultural Heritage And Creative CollaborationUnited States
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