Jason Maehr

Jason Maehr Email and Phone Number

Management Consultant @ The Enosys Group
Charlotte, NC, US
Jason Maehr's Location
Charlotte, North Carolina, United States, United States
Jason Maehr's Contact Details
About Jason Maehr

At InvestCloud, my focus is on driving digital transformation within the financial sector, where my role as a Senior Program & Client Delivery Executive spans strategic implementation of SaaS platforms to enhance the digital experience for top-tier clients. With over two decades in financial services and wealth management, my expertise lies in simplifying complex technology solutions to empower organizations in evolving financial ecosystems.As a Strategic Advisor for a blockchain validator services startup, I leverage this domain expertise to facilitate cutting-edge blockchain solutions. Our commitment is to deliver robust, scalable, and innovative services, ensuring that our clients are well-equipped to meet the demands of a rapidly advancing digital landscape. My dual engagement with InvestCloud and blockchain advisory underscores a career dedicated to pioneering within the tech-forward financial space.

Jason Maehr's Current Company Details
The Enosys Group

The Enosys Group

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Management Consultant
Charlotte, NC, US
Jason Maehr Work Experience Details
  • The Enosys Group
    Management Consultant
    The Enosys Group
    Charlotte, Nc, Us
    View
  • Investcloud, Inc.
    Senior Program & Client Delivery Executive, Professional Services
    Investcloud, Inc. Mar 2022 - Present
    West Hollywood, Ca, Us
    View
  • Cypher Core
    Strategic Advisor (Blockchain Validator Services Startup)
    Cypher Core Feb 2018 - Present
    George Town, Ky
    View
  • Bank Of America
    Senior It Program Manager: Digital Payment Solutions (Cashapp)
    Bank Of America Oct 2021 - Mar 2022
    Charlotte, Nc, Us
    CashPro is a complete digital platform for payments, receipts, liquidity, investments, FX and trade. Users are able to connect via desktop, mobile app, APIs and file transfer for new levels of convenience and efficiency.
    View
  • Broadridge
    Client Delivery Manager: Wealth Management Soc Integration Readiness
    Broadridge Jan 2021 - Aug 2021
    New York, New York, Us
    View
  • Lpl Financial
    Senior Technology Program Manager And Project Executive; Regulatory Remediation
    Lpl Financial Nov 2019 - Jan 2021
    San Diego, Ca, Us
    Successfully completed a technology driven risk and regulatory remediation effort across nine workstreams in an effort to bolster LPL's ability to provide a reliable scalable data infrastructure. The program's objective was to improve the organization's ability to provide increased supervision and controls, enhance compliance policy and procedures, improve advisor experience, and improve the firm's ability to respond to regulatory inquiries.
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  • Wells Fargo
    Project Portfolio Pgm; Cib-Epm Portfolio (Consultant)
    Wells Fargo Jan 2018 - Nov 2019
    San Francisco, California, Us
    Partnered with executive sponsors to identify scope, goals and execution strategic regulatory reform program within the corporate investment banking division (FINRA 4210, OTC Margin Rule, QFC Recordkeeping, QFC Stay).
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  • Bank Of America Merrill Lynch
    Senior Business Consultant; Balance Sheet Management (Consultant)
    Bank Of America Merrill Lynch Jun 2017 - Nov 2017
    Charlotte, Nc, Us
    Managed the project planning, testing, and migration plan from two platforms (Quantitative Finance & Risk Management) used to forecast balance sheet, NII & IRR metrics into one comprehensive reporting platform (Palms3). Implemented and coordinated Platform UAT unit testing, Regulatory reports and Stress testing.
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  • Wells Fargo
    Senior Business Program Manager; Specialized Lending & Investment (Consultant)
    Wells Fargo Sep 2016 - May 2017
    San Francisco, California, Us
    Responsible for coordination and execution of integrating Wells Fargo acquisition of GE Capital into Wells Fargo Equipment Finance. Total acquisition includes assets of approximately $33 billion and 2,800 team members.
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  • Bny Mellon
    Program Manager; Asset Servicing - Oncore Platform (Consultant)
    Bny Mellon Jan 2016 - Sep 2016
    New York, Ny, Us
    Responsible for managing the delivery of BNY Mellon’s new Middle Office platform for Bridgewater Associates. Approximately 3.2T in assets under administration.
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  • Ubs
    Ihc Business Program Manager; Prime Brokerage & Securities Based Lending (Consultant)
    Ubs Feb 2015 - Jan 2016
    Zurich, Ch
    Delivered the re-engineered financing platform allowing USD 23B reduction in balance sheet usage and foreign exposure - due to requirements to establish IHC (intermediate holding company) under Dodd-Frank regulation of foreign banks operating in the US.
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  • Bnp Paribas
    Bnp Paribas – Senior Pm; Equity Derivatives Regulatory Reporting & Compliance (Consultant)
    Bnp Paribas Feb 2014 - Feb 2015
    Paris, Fr
    Successful execution of USD 7mm change management program for Capital Markets Regulatory Reporting System and Compliance Interface.
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  • Hsbc
    Hsbc-Asset Management – Senior Project Manager; Compliance & Regulatory (Consultant)
    Hsbc Jan 2013 - Jan 2014
    London, Gb
    Executed joint business and technology USD 4.5 million dollar Regulatory and Compliance Transformation program from inception to acceptance.Successfully implemented automated form PF Filing solution for Dodd Frank. Delivered an automated compliance and regulatory supervisory software suite for monitoring of global sanctions, anti-bribery & corruption, personal trading, affirmations and disclosures, gifts & entertainment and political contributions.
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  • Coreone Technologies, A Markit Company
    Project Manager; Professional Services (Consultant – Full Time)
    Coreone Technologies, A Markit Company Mar 2011 - Dec 2012
    London, Gb
    Planned and managed multimillion-dollar (USD 2-4mm) strategic enterprise implementations across multiple integrated platforms while aligning client business requirements with technology solutions to drive process improvements, competitive advantage and cost savings.
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  • Barclays Capital
    Senior Business Analyst; Wealth Management (Consultant)
    Barclays Capital Sep 2010 - Mar 2011
    New York, Ny, Us
    Partnered with LOB and Technology stakeholders to document Business Requirements for the integration of new third party Client Onboarding software focusing on Compliance, KYC, Document Policy Requirements, Front Office Requirements and Client/Account Maintenance.
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  • Lighthouse Financial Group, Llc
    Head Of Adr Swaps; Svp
    Lighthouse Financial Group, Llc Jan 2010 - Jul 2010
    Us
    View
  • Link Brokers
    Institutional Derivatives Broker: Adr Swaps
    Link Brokers Aug 2007 - Aug 2009
  • Rbc
    Lead Senior Business Analyst, Us Equity Electronic Trading
    Rbc 2004 - 2007
    Toronto, Ontario, Ca
    Managed the overall functional roadmap for enhancements to Fidessa Enterprise trading system including the enablement of BEAM, Portware, DMA and ALGO functionality for Electronic and Portfolio trading desks.
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  • New England Financial
    Business Analyst, Wealth Management Division
    New England Financial 2003 - 2004
    Boston, Ma, Us
    Coordinated the development and automation of a straight through processing platform for Futures, Options and Equity trades, quadrupling overall trading capacity.
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  • Nomura
    Trade Support Analyst
    Nomura 2000 - 2002
    Tokyo, Jp
    Coordinated the development and automation of a straight through processing platform for Futures, Options and Equity trades, quadrupling overall trading capacity.• Daily reconciliation, marking to market, and matrix pricing for US Options, Risk Arbitrage and Index Arbitrage desks.•Additional tasks performed include DPTR reporting, ACT reporting, Re-org processing, OATS reporting, maintaining in house systems databases.
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Jason Maehr Skills

Fixed Income Vendor Management Trading Systems Capital Markets Sdlc Financial Services Risk Management Portfolio Management Equity Trading Finance Management Investment Banking Business Requirements Strategy Project Management Leadership Hedge Funds Financial Risk Securities Market Risk Consulting Integration Information Technology Software Development Life Cycle Bloomberg Market Data Program Management Change Management Equities Derivatives Wealth Management Electronic Trading Trading Options Sybase Back Office Fx Options Financial Markets Banking Equity Derivatives Requirements Gathering Interest Rate Derivatives Business Analysis Analysis Investments Account Reconciliation Enrichment Settlement Dtc Oasys Adrs Strategic Planning Business Development Business Strategy Agile Project Management Scrum Asset Management Managment Consulting Project Management Office Project Portfolio Management Operational Risk Regulatory Compliance Blockchain Microsoft Project Jira Cross Functional Team Leadership Distributed Ledger Technology Counterparty Risk Fidessa Alm Planning Budgeting And Forecasting Strategy Execution Resource Management

Jason Maehr Education Details

  • The Wharton School
    The Wharton School
    Economics
  • Princeton University
    Princeton University
    Bitcoin And Cryptocurrency Technologies

Frequently Asked Questions about Jason Maehr

What company does Jason Maehr work for?

Jason Maehr works for The Enosys Group

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

Jason Maehr's current role is Management Consultant.

What is Jason Maehr's email address?

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What is Jason Maehr's direct phone number?

Jason Maehr's direct phone number is +163121*****

What schools did Jason Maehr attend?

Jason Maehr attended The Wharton School, Princeton University.

What are some of Jason Maehr's interests?

Jason Maehr has interest in Science And Technology, Children, Arts And Culture, Health.

What skills is Jason Maehr known for?

Jason Maehr has skills like Fixed Income, Vendor Management, Trading Systems, Capital Markets, Sdlc, Financial Services, Risk Management, Portfolio Management, Equity Trading, Finance, Management, Investment Banking.

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