Heidi Lee Email and Phone Number
Heidi Lee work email
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Heidi Lee personal email
Strategic program manager with expertise in the banking and finance industry. High skilled in developing and executing strategies and managing global product delivery. Strong knowledge in private wealth management, trusts and estates, client reporting, and document management. Proven success in implementing improvements to enhance efficiency and reduce redundancy.
Jpmorgan Chase & Co.
View- Website:
- jpmorganchase.com
- Employees:
- 286575
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Executive Director, Head Of Strategic Solutions Group For Trusts And EstatesJpmorgan Chase & Co. Apr 2014 - PresentNew York, New York, United StatesOversaw team of PMs and BAs to deliver key business strategies providing sales and administrative efficiency for Trusts and Estates practice. Managed product delivery across full product lifecycle including research, ideation, prototype, test, build, adopt, and measure in partnerships with users, stakeholders, Operations, and Technology.
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Vice PresidentBarclays Wealth Uk And Ireland Jul 2011 - Apr 2014London, England, United KingdomLed strategy and implementation plans to ensure all UK product offering for Wealth were RDR compliant, a regulatory program providing additional transparenecy to UK clients. Managed strategy definition and implementation plan for Barclays platforms utilized by other sales channels including Intermediaries, IFAs, and Retail Bank.
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Vice PresidentBarclays Wealth Management Sep 2008 - Jul 2011New York, New York, United StatesDirected global initiatives while collaborating with cross-functional teams across the world to strategically position Barclays Wealth US as one of the top five wealth managers in the world. Developed Wealth Product Catalogue to provide robust search and product selection capabilities and to master data for downstream systems including Portfolio Management, Order Management, and CRM. -
Vice PresidentLehman Brothers Jul 2005 - Sep 2008New York, New York, United StatesImplemented a consolidated portfolio report, evaluated new account opening processes, conducted RFI and RFP with vendors and negotiated contract terms; supervising testing efforts, created marketing brochure and communication plans, forecasted budget and resources for various strategic initiatives -
ManagerMorgan Stanley Apr 2003 - Jul 2005New York, New York, United StatesDeveloped and implemented a new client segmentation strategy and structure with minimum asset levels for each segment (Blue, Gold, Platinum) and benefits (fee waivers, special service offerings), re-engineered account opening and maintenance procedures, including Client Identification Program (CIP), Know Your Client (KYC) -
Business AnalystLehman Brothers Dec 2000 - Mar 2003
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Staff ConsultantCsc Consulting Oct 1998 - Dec 2000
Heidi Lee Education Details
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Marketing
Frequently Asked Questions about Heidi Lee
What company does Heidi Lee work for?
Heidi Lee works for Jpmorgan Chase & Co.
What is Heidi Lee's role at the current company?
Heidi Lee's current role is Executive Director at JPMorgan Chase & Co..
What is Heidi Lee's email address?
Heidi Lee's email address is he****@****ase.com
What schools did Heidi Lee attend?
Heidi Lee attended Boston College.
Who are Heidi Lee's colleagues?
Heidi Lee's colleagues are Marty Demango, Ma. Ruthy Grace Olivar, Siva Priya S, La Verne Quimpo - Mendoza, Kayla Cowin, Deepika Sidhwa, Memsarul Sk.
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