Jason Lee

Jason Lee Email and Phone Number

Director: IT Center of Excellence (CoE) @ Customers Bank
New York, NY, US
Jason Lee's Location
New York City Metropolitan Area, United States, United States
About Jason Lee

As the Director of the Office of the CIO, I’m known for resolving complex, ambiguous problems within demanding and regulated financial environments. I ensure seamless execution through hands-on strategy, planning and engineering, delivering business outcomes across the organization.I specialize in the cross-functional front-to-back design and deployment of scalable, enterprise platforms through cost-effective prototyping and incremental sprints. My expertise encompasses continuous innovation in cloud modernization, web and mobile applications, data and API platforms, AI/ML, chat collaboration, and information security. Committed to fostering a collaborative culture, I lead high-performing teams through empowerment, coaching and utilizing SAFe Agile and SecDevOps approaches. Available to discuss new opportunities in the NYC Metropolitan area or virtual (remote), please contact me at jkl4174@gmail.com. Specialities:Deputy CIO Technology Chief of StaffFFIEC ComplianceEnterprise Digital Strategy and DeliveryProgram / Project Management (Finance & Budget) Product / Service Roadmap and Delivery Stakeholder & Vendor ManagementSAFe Agile & SecDevOpsTeam Leadership, Management and Culture BuildingEnterprise / Solution ArchitectureSystem IntegrationAI, Chat, Data, Web, Mobile, and API app developmentInformation TechnologyIdentity & Access Management (IAM)Data Warehousing, Analytics & Business IntelligencePublic and Private Cloud ComputingSecurity, Risk and Compliance Management Capital Markets, Private Banking, Research, Sales, Marketing, Operations, Corporate Banking, Wealth Management, FinTech

Jason Lee's Current Company Details
Customers Bank

Customers Bank

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Director: IT Center of Excellence (CoE)
New York, NY, US
Employees:
1019
Jason Lee Work Experience Details
  • Customers Bank
    Director: It Center Of Excellence (Coe)
    Customers Bank
    New York, Ny, Us
  • Customers Bank
    Director: Office Of The Cio
    Customers Bank Jun 2024 - Present
    Wyomissing, Pa, Us
  • Barclays
    Director: Corporate Investment Banking Digital
    Barclays Jan 2019 - Jun 2024
    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
  • Barclays
    Director: Client-Facing Technology
    Barclays 2012 - 2019
    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.
  • Barclays Investment Bank
    Vice President: Customer Identity And Access Management
    Barclays Investment Bank 2008 - 2012
    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.
  • Lehman Brothers
    Vice President: Head Of Identity And Access Management
    Lehman Brothers 2006 - 2008
    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.
  • Lehman Brothers
    Vice President: Web Portal
    Lehman Brothers 2001 - 2006
    Us

Jason Lee Skills

Valuation Investment Banking Finance Mergers And Acquisitions Financial Analysis Financial Modeling Bloomberg Corporate Finance Analysis Equities Strategy Hedge Funds Alternative Investments Bloomberg Terminal Capital Markets Analytical Skills M&a Modeling M&a Execution Capital Iq International M&a Dcf Comparable Analysis Comps Precedent Transactions Dcf Valuation Financial Statement Analysis Long/short Equity Equity Research Investment Management Private Equity Investments Due Diligence Identity Management Trading Systems Sdlc Market Data It Strategy Enterprise Architecture Portals Risk Management Integration Requirements Analysis Agile Methodologies Software Project Management Software Development Life Cycle Business Analysis Fixed Income Vendor Management Management Infrastructure Sybase

Jason Lee Education Details

  • Nyu Stern School Of Business
    Nyu Stern School Of Business
    Entrepreneurship
  • Thomas J. Watson College Of Engineering And Applied Science, Binghamton University
    Thomas J. Watson College Of Engineering And Applied Science, Binghamton University
    Electrical Engineering
  • Hunter College High School
    Hunter College High School

Frequently Asked Questions about Jason Lee

What company does Jason Lee work for?

Jason Lee works for Customers Bank

What is Jason Lee's role at the current company?

Jason Lee's current role is Director: IT Center of Excellence (CoE).

What is Jason Lee's email address?

Jason Lee's email address is ja****@****rid.com

What schools did Jason Lee attend?

Jason Lee attended Nyu Stern School Of Business, Thomas J. Watson College Of Engineering And Applied Science, Binghamton University, Hunter College High School.

What skills is Jason Lee known for?

Jason Lee has skills like Valuation, Investment Banking, Finance, Mergers And Acquisitions, Financial Analysis, Financial Modeling, Bloomberg, Corporate Finance, Analysis, Equities, Strategy, Hedge Funds.

Who are Jason Lee's colleagues?

Jason Lee's colleagues are Robert Fine, Victoria Makarewicz, Phr, Shrm-Cp, Tianna Garcia, Jerrica Sech, Carol Hannahoe, Mary Scalese, David Gualotuna.

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