Jason Gregory Email & Phone Number

United States

Princeton, US

• Drive corporate technology strategy in alignment with organization’s business goals, making decisions impacting infrastructure, security, and operations. Oversee IT budget and technology related solutions and.
• Overseeing all aspects of Information Technology and Digital Strategy for MaxGuard Wealth, a private wealth manager.
• Developing and implementing IT policies and procedures to ensure security, efficiency, and compliance with industry regulations.
• Managing the organization's technology infrastructure, including hardware, software, networks, and telecommunications systems.
• Leading the evaluation, selection, and implementation of new technologies to improve operational processes and enhance client services.
• Overseeing the IT budget and resource allocation, optimizing investments to maximize ROI and business growth.

Liverpool Street, England, GB

• Developed a comprehensive five-year strategic business plan to expand revenues in the data and analytics space.
• Oversaw the management of analytical products designed for traders and investment decision makers.
• Identified and capitalized on new revenue-generating opportunities by designing data-driven solutions.
• Managed the entire product lifecycle, from idea generation to marketing and sales execution.
• Cultivated strong relationships with key internal and external stakeholders.
• Achieved certifications from Pragmatic Institute in various Product Management courses.

New York, NY, US

• Served as the local Fixed Income Research and Development resource for clients across Europe.
• Played a crucial role in the Sales and Marketing efforts in Europe, collaborating with a larger research and data team based in New York.
• Communicated the firm's unique research and data products to clients and served as a subject-matter expert.
• Utilized tools such as SQL, R, and Python for data analysis to create innovative reports for trading desks, portfolio managers, and compliance officers to review historical trading performance and inform pre-trade.

• Designed and implemented an electronic platform for buy-side trading desks and compliance officers to monitor and review trading activity.
• Established the firm's global Transaction Cost Analysis (TCA) database across all regions, leveraging tools like Tableau and MicroStrategy.
• Led key initiatives, including the interpretation and implementation of ESMA's MiFID II regulations.
• Collaborated with global high-touch trading desks to develop pre-trade, real-time, and post-trade solutions powered by analytics and Web Stack technology.

• Built and managed a team of analysts providing data analytics for buy-side clients, significantly growing the European client base threefold within four years.
• Worked closely with equity, futures, and FX dealers, portfolio managers, and compliance officers to evaluate investment practices and recommend operational efficiencies.
• Played a key role in managing and initiating client relationships, leading to increased revenue and profitability.

New York, NY, US

• Analyzed and provided feedback on equity trading activity for buy-side clientele.
• Delivered pre and post-trade services for trading desks and managed client relationships.
• Provided training initiatives, sales support, client account set-up, and product enhancements.

Boston, Massachusetts, US

• Maintained a centralized trading database using SQL, ensuring data integrity.
• Conducted pre-trade analysis and assisted with trading tactics and strategies.
• Profiled portfolio managers and provided investment implementation strategies.

Boston, Massachusetts, US

• Managed daily trading activity, overseeing the purchases and redemptions of securities.
• Administered account setup, system monitoring, and cash and position balancing.
• Resolved settlement issues and trade breaks, monitored corporate actions and proxy voting.

Executive Program, Digital Transformation & Ai

Certificate, Artificial Intelligence: Implications For Business Strategy

Master Of Science In Investment Management

Bsba, Finance

Certificate Of Proficiency In The Python Programming Language