Jacquelyn Lipson, Cfa Email & Phone Number

New York, Ny, Us

-Manage a portfolio of platform products & services used across 18,000+ JPM technologists and 500,000+ clients of JPM within the Corporate and Investment Bank, focused providing the best end-user/client experiences through JPMorgan's digital distribution channels, as well as ensuring the best developer experience for CIB app/content contributors- Responsible for bringing collection of digital products and services together to form an interconnected platform that can be utilized by clients in a self-service manner- Platform Adoption lead, engaging with partner teams and stakeholders and recommending options for integration and on boarding to the Digital Platform- Manage and mentor a team of product managers with a track record of successful deliveries

New York, Ny, Us

- Assist in vendor/consultancy due diligence, selection and evaluation for products/projects under ownership- Provided Product Strategy, Vision and Road maps for a high-profile 60+ person initiative within CIB, with the ability to lead and motivate teams from multiple groups- Point of contact and influencer for senior management (business, technology, UX) on product updates and decisions- Manage and mentor a team of product managers - Nominated and attended several leadership programs within the bank for high-potential, management track employees (Multicultural Women's Leadership Conference, Management Training, LeAP for ED/MD track)- Ability and extensive experience in wearing multiple hats within product leadership including: Business Analysis, Scrum Master, Product Management, Project Management, Technology Architecture Advisory, Client Engagement, Planning and Budgeting, and Go-to-Market/Marketing Plan.

New York, Ny, Us

- Create a product vision and strategy, project plan and pilot plan for a suite of products for Sell-side Markets and Investment Banking- Manage and coordinate design, development and execution of products and technology solutions with engineers, data scientists, Corporate & Investment Bank business partners, and Controls- Research, due diligence and management of vendor pilot programs for Fintech companies applicable for CIB business

New York, Ny, Us

• Conducted and analyzed 60+ market testing interviews with industry professionals to understand credit needs, workflows and collect product feedback• Planned and executed beta testing program prior to product launch • Managed and lead analytic, technical & strategic resources to successful completion of key milestones from start to product launch• Oversaw launch of multi-year, inter-departmental project, creating an innovative new product using ground-breaking technology• Introduced and advocated Agile project management concepts to team to improve efficiency of research resources• Hired, trained and mentored new Project Manager• Created and Tracked Key Performance Metrics for executive management, including sales/prospect pipeline, marketing initiatives and web usage

New York, Ny, Us

• Contributed to the creation and design of new analytical product offerings• Sourced and conducted 60+ market testing interviews with industry professionals to understand credit needs, workflows and collect product feedback• Evaluated and acted as a point of contact for prospective vendors and business partners• Collaborated with internal research teams, sales, product and design teams for development of new products• Evaluated the current market position by monitoring competitive products and developments

Norwalk, Connecticut, Us

• Managed enhancements, issues, testing and distribution of several databases• Developed and document business plans for data collection expansion• Presented progress to department director and upper management• Queried, analyzed and aggregated databases for reports, data errors and general statistics• Lead engineers and consultants by providing domain expertise to improve work flows• Attended internal management training

Norwalk, Connecticut, Us

• Developed project specifications to expand product offerings• Created Excel-based models and FactSet data filters to assist clients with equity valuation, stock selection and company research• Created, monitored and resolved quality assurance tests on several databases• Created FactSet codes which provide access to different data points for use in client reports• Implement enhancements based on feedback gathered directly from clients• Supported clients by answering technical and analytical questions on consensus and broker estimates• Interacted with third party estimate data providers to improve data quality

Norwalk, Connecticut, Us

Supported over 35 accounts and 500 clients Trained sell-side clients, corporate finance, investor relations, lawyers and proprietary traders on various FactSet analytical toolsConducted summer trainings on FactSet for client groups ranging from 10-150 new hiresDeveloped Excel models, data filters and VBA macros using FactSet Data for clientsDemoed FactSet application to potential clients which resulted in revenue for the companyProvided superior service to clients by actively managing client requests, questions and concerns

Analyzed retirement income, disability, life and long-term care needs, and investment strategies to develop financial plans for clientsAcquired leadership skills by managing and training interns Gained knowledge of investments and insurance by documenting client meetingsContacted clients for financial information and organized the data into Gorilla Financial Planning Software

Designed spreadsheets for company contacts and invoicesCommunicated with finance department for expense approvalsContacted clients for possible marketing and sales opportunitiesPrepared documents for employee and company expenses

Used Peachtree accounting software to perform data entry for tax and accounting reportsAssisted in document preparation and data entry for Income Tax Returns, filings and bank reconciliations Designed invoices, statements, business cards and letterhead templates for clientsConducted customer service telephone calls with clients in both Vietnamese and EnglishOrganized checks, files, receipts and bills