Jonathan David Greenwald, Mba
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Jonathan David Greenwald, Mba Email & Phone Number

Global Head of Assessment and Testing at PineBridge Investments
Location: Wrentham, Massachusetts, United States 6 work roles 2 schools
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Current company
Role
Global Head of Assessment and Testing
Location
Wrentham, Massachusetts, United States
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Who is Jonathan David Greenwald, Mba? Overview

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Jonathan David Greenwald, Mba is listed as Global Head of Assessment and Testing at PineBridge Investments, a with 851 employees, based in Wrentham, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Jonathan David Greenwald, Mba.

Jonathan David Greenwald, Mba previously worked as Managing Director, Global Head of GWAM/GA Risk and Testing CoE at Manulife Investment Management and Global Head of Investment Compliance and Standards CoE at Manulife Investment Management. Jonathan David Greenwald, Mba holds Master Of Business Administration - Mba, Finance And General Management, 3.8 Gpa from Creighton University.

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Email format at PineBridge Investments

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PineBridge Investments

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Profile bio

About Jonathan David Greenwald, Mba

As a dedicated compliance leader, I have extensive experience leading high-performance compliance teams to success by fostering a culture of excellence and collaboration, ensuring the organization maintains the highest standards of integrity.Throughout my career, I have achieved a proven track record of developing and implementing compliance strategies that not only meet industry standards but also exceed them. I believe in proactive compliance, and my strategic approach has consistently reduced risks and improved efficiency within the organizations I have served.I am committed to driving compliance excellence and building resilient teams. If you're looking for guidance in navigating the regulatory landscape, or if you're passionate about professional growth and team leadership, let's connect. Together, we can create a culture of compliance that ensures lasting success.________________AREAS OF EXPERTISE:Global Regulatory Compliance | Stakeholder Management | Testing & Monitoring | Change Management | Team Leadership & Development | Investment Operations Management | Finance & Budget Management | Audits & Fraud Investigations | Risk Assessment & Incident Management | Employee Coaching & Mentoring | Regulatory Exam Management | Regulatory Technology & Trading Systems | Trade Surveillance & Forensic Analysis | Anti-Money Laundering - AML (KYC)

Current workplace

Jonathan David Greenwald, Mba's current company

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PineBridge Investments
Pinebridge Investments
Global Head of Assessment and Testing
Wrentham, MA, US
Website
Employees
851
AeroLeads page
6 roles

Jonathan David Greenwald, Mba work experience

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Managing Director, Global Head Of Gwam/Ga Risk And Testing Coe

Boston, Massachusetts, United States

✓ Implemented an automated T+1 trade surveillance application, enhancing market abuse detection.✓ Expertly managed global regulatory exams for various investment adviser regulators.✓ Streamlined testing activities through a Global Center of Expertise.✓ Developed and enhanced electronic communications surveillance program.

Jan 2016 - Oct 2023

Global Head Of Investment Compliance And Standards Coe

Boston, Massachusetts, United States

✓ Standardized pre-/post-trade investment guideline rules.✓ Improved client onboarding process for harmonized account setup.✓ Enhanced data requirements and quality-controlled rule coding.✓ Liberated local resources for enhanced daily compliance activities.

Feb 2013 - Dec 2015

Head Of Mim Us Investment Compliance Monitoring

Boston, Massachusetts, United States

✓ Accelerated the setup and migration of investment guideline monitoring rules.✓ Led a newly recruited team to full operational capacity within 9 months.✓ Oversaw the transition from Charles River to Bloomberg OMS.✓ Significantly streamlined compliance monitoring processes.

Jan 2010 - Feb 2013

Senior Vice President, Compliance Executive

Boston, Massachusetts, United States

✓ Enhanced effectiveness and adequacy of procedures, and significantly improved compliance testing program efficiency.✓ Streamlined annual assessment processes by merging legacy compliance policies.✓ Developed successful comprehensive compliance programs for various prestigious divisions.✓ Played a pivotal role in assessing the impact of Bank of America's acquisition of Merrill Lynch.

Jan 2008 - Jan 2010

Vice President, Investment Adviser Compliance And Broker-Dealer Cco

Pyramis Global Advisors

Boston, Massachusetts, United States

✓ Served as BSA AML and Privacy Officer, strengthening related policies and oversight procedure.✓ Played an integral role in the New Product Review Committee, contributing actively to the implementation team.✓ Streamlined records management operations and compliance training.

Nov 2007 - Dec 2008
Team & coworkers

Colleagues at PineBridge Investments

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2 education records

Jonathan David Greenwald, Mba education

Master Of Business Administration - Mba, Finance And General Management, 3.8 Gpa

Bs In Business Administration, International Finance And Bank Administration, 3.6 Gpa

Activities and Societies: Financial Management Society

FAQ

Frequently asked questions about Jonathan David Greenwald, Mba

Quick answers generated from the profile data available on this page.

What company does Jonathan David Greenwald, Mba work for?

Jonathan David Greenwald, Mba works for PineBridge Investments.

What is Jonathan David Greenwald, Mba's role at PineBridge Investments?

Jonathan David Greenwald, Mba is listed as Global Head of Assessment and Testing at PineBridge Investments.

Where is Jonathan David Greenwald, Mba based?

Jonathan David Greenwald, Mba is based in Wrentham, Massachusetts, United States while working with PineBridge Investments.

What companies has Jonathan David Greenwald, Mba worked for?

Jonathan David Greenwald, Mba has worked for Pinebridge Investments, Manulife Investment Management, Bank Of America, and Pyramis Global Advisors.

Who are Jonathan David Greenwald, Mba's colleagues at PineBridge Investments?

Jonathan David Greenwald, Mba's colleagues at PineBridge Investments include Claire Barbour, Steven Lin, Nisha Jain, Emily (O'Daniel) Dans, Cfa, and Katherine Lo.

How can I contact Jonathan David Greenwald, Mba?

You can use AeroLeads to view verified contact signals for Jonathan David Greenwald, Mba at PineBridge Investments, including work email, phone, and LinkedIn data when available.

What schools did Jonathan David Greenwald, Mba attend?

Jonathan David Greenwald, Mba holds Master Of Business Administration - Mba, Finance And General Management, 3.8 Gpa from Creighton University.

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