Jason Gregory work email
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Jason Gregory personal email
PROFESSIONAL SUMMARYForward-thinking executive with career track record of creating strategic planning, technology and product roadmaps to maximize efficiency, profitability, and customer relations. Oversees financial budgets and steers high-stakes projects. Talent for envisioning and executing top-tier initiatives impacting organizational goals. Respected reputation for ability to build and empower top-performing teams. Repeated success leading transformation initiatives, digital product development, and commercialization strategy.High emotional IQ with quiet confidence and outward focus on improving company position, team retention, and overall culture. Comfortable addressing small and large groups. Delivered presentations and performed roadshows across the globe.AREAS OF EXPERTISE:Strategic Planning | Technology & Product Roadmaps | Product Innovation and Execution | Change Agent | Artificial Intelligence (AI) | Machine Learning (ML) | Budgeting and Financial Analysis | Policy and Procedure Development | Stakeholder Relations | Cloud Computing | Predictive Data | User Experience | Client Relationship Management
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Digital Product ManagerMaxguard WealthUnited States
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Chief Information OfficerMaxguard Wealth 2023 - PresentPrinceton, UsDrive 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 practices. Serve as information resource and subject matter expert in evaluating technical decisions and determining trajectory of organization’s technology footprint.• 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.
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Senior Product Manager - Data & AnalyticsTp Icap Aug 2019 - Aug 2024Liverpool 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. -
Research & DevelopmentMarketaxess 2018 - 2018New 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 decision making. -
Product Manager, Analytical Products & Research - DirectorItg Europe 2016 - 2017• 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. -
Trading Analytics Europe - Vp/DirectorItg Europe 2012 - 2016• 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.
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Tca Research Analyst - Assistant Vice PresidentItg, Inc. 2009 - 2012New 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. -
Trading Analyst - PrincipalState Sreet Global Advisors 2006 - 2009Boston, 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. -
Stock Trading AssociatePutnam Investments 2004 - 2006Boston, 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.
Jason Gregory Skills
Jason Gregory Education Details
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University Of California, Berkeley, Haas School Of BusinessDigital Transformation & Ai -
Mit Sloan School Of ManagementArtificial Intelligence: Implications For Business Strategy
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Questrom School Of Business, Boston UniversityMaster Of Science In Investment Management
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Suffolk University - Sawyer Business SchoolFinance
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Python InstituteCertificate Of Proficiency In The Python Programming Language
Frequently Asked Questions about Jason Gregory
What company does Jason Gregory work for?
Jason Gregory works for Maxguard Wealth
What is Jason Gregory's role at the current company?
Jason Gregory's current role is Digital Product Manager.
What is Jason Gregory's email address?
Jason Gregory's email address is ja****@****cap.com
What schools did Jason Gregory attend?
Jason Gregory attended University Of California, Berkeley, Haas School Of Business, Mit Sloan School Of Management, Questrom School Of Business, Boston University, Suffolk University - Sawyer Business School, Python Institute.
What skills is Jason Gregory known for?
Jason Gregory has skills like Equities, Bloomberg, Securities, Trading Systems, Emerging Markets, Fixed Income, Derivatives, Economics, Capital Markets, Asset Management, Electronic Trading, Machine Learning.
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