Jason Lee Email & Phone Number

New York, Ny, Us

Wyomissing, Pa, Us

London, Gb

Directed the end-to-end design and implementation of technology solutions and applications, working closely with senior leaders in banking, markets, engineering, security, compliance, and operations. Led a global team, organized quarterly business reviews, monthly value sessions, and weekly working groups and daily scrums.-Pioneered the expansion into private capital markets through the design and execution of an Agile strategy for the first-ever investor outreach and client engagement platform. Refined banker and investor experiences, enabling the business to scale and support early-stage companies more effectively.-Developed AI prototypes using Retrieval Augmented Generation (RAG) technology on both Amazon Bedrock and Azure OpenAI platforms.-Achieved consensus on a Chat collaboration approach, analyzing interaction data, proposing optimization strategies, and gaining buy-in from Front Office COOs and CIOs, resulting in a project that saved an estimated $2M, boosted efficiency, and enhanced the work experience for colleagues.-Led Cloud Modernization initiative, transitioning from on-premises to AWS across Markets Business Lines for over 600 applications. Defined transformational objectives and key results and measured performance indicators, upskilled over 300 global team members through AWS training, established standard cloud deployment patterns, and improved cost management and monitoring, all under a $4.2 million budget.-Established program management office, achieving the highest KPIs in business outcomes, finances, security, compliance, and retention.-Championed career development by leading and mentoring a cohort of 24 junior colleagues in the Grace Hopper Graduate Program.Technology Platforms:-Generative AI: Amazon Bedrock, Azure OpenAI-Cloud: AWS, Azure, Salesforce CRM/Service/Marketing Cloud-Chat: Symphony, MS Teams, WeChat, WhatsApp

London, Gb

Led a global technology team, achieving transformative results across the organization in stewardship of a $5M budget.Portal Platform:-Directed the development of an award-winning portal platform encompassing web, mobile, and API interfaces, which offered top-tier, cross-asset research and analytics to institutional and prime clients, securing a consistent top 3 ranking from Institutional Investor (2008-2019).-Enhanced research accessibility through various digital aggregators and automated the management of 1.7 million client accounts.-Implemented a cross-functional system integration for client data ingestion, reporting and invoicing in accordance with MIFID II regulations.-Unified client and employee onboarding processes across the Corporate and Investment Bank. -Modernized the technology stack, expanding white-label web platform to over 500,000 clients in markets, corporate, and wealth business lines.-SecDevOps: JIRA, Confluence, GIT, Veracode, Sonarcube, Jenkins, TeamCity, CloudFormation, TerraformData Analytics Platform:-Utilized client data to gain a competitive edge, improving institutional investor rankings, broker votes, and business intelligence through the creation of a data warehouse and an external hub, processing over 400 types of readership, interaction, and event data. (Hadoop, Spark,Qlik, Tableau)-Developed a cost-efficient predictive analytics platform on AWS (Jupyter, Python) empowering the research data and investment sciences teams to deliver insights to institutional clients.Salesforce Service Platform:-Implemented Salesforce Service Cloud and established a Center of Excellence (COE), yielding significant productivity improvements and compliance solutions for Marketing and Operations departments.Innovation Hub:-Actively participated as a partner in the Rise Innovation Hub NY, oversaw the first 2015 Accelerator selection, organized multiple FinTech hackathons, and led PoCs, successfully integrating two new FinTech products.

New York, Ny, Us

Led the customer identity and access management (CIAM) team in the rollout of a revamped platform, which acted as a consolidated web portal for institutional research, sales, and prime clients.

Us

Managed a global security development team, achieving recognition for the company's security platforms. -Worked under the guidance of the Global Chief Information Security Officer (CISO) to engineer information security solutions for 26,000 company employees. Responsibilities included the creation of a self-service platform for provisioning and recertification, adherence to SOX regulatory standards, the establishment of joiner-mover-leaver (JML) procedures, implementation of password management strategies, and the maintenance of role-based access control (RBAC) monitoring systems.

Us

Mba, Management, Finance, Entrepreneurship

Bs, Electrical Engineering

Education record