Senior Manager
CurrentAs a consultant in the Technology & Experience practice, Jay has specialized in building integrated digital platforms and workflows at Financial Institutions and Private Equity firms.WMP Career Highlights:• Led delivery of numerous cloud solutions and integrated platforms including Salesforce CRM, Microsoft Dynamics CRM, InvestorFlow CRM (Pipe+), Salesforce Financial Services Cloud, Salesforce Marketing Cloud, Salesforce Tableau CRM, nCino Loan Origination, nCino Deposit Account Opening, nCino Treasury Management, Microsoft Azure, Snowflake, Informatica, MuleSoft Anypoint, various customer and partner portals and 3rd party integrated applications• Led 15+ major Go-Live events for stakeholder groups ranging from 150 - 1,000+• Trusted advisor to client Chief Technology Officers and Chief Transformation Officers on topics such as technology vendor assessments, digital transformation, customer experience, change management, Center of Excellence, technology roadmap, CRM, Salesforce, Dynamics, nCino, distributed banking (API Banking, Open Banking, Banking as a Service, Embedded Finance)• 2020 Sequoia Award recipient for strong commitment to mentoring the next generation of leaders• Campus Recruiting Chief for Chicago Booth• Chief Space & Technology Officer (organizing firm-wide events and enthusiasm around outer space and advanced technologies)
