Jeff Schwarz Email and Phone Number
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Financial Services and Analytics Professional with broad experience in Retail Banking and Financial Services Marketing, P&C Insurance, Controls, and Data Management. Experience with process design and improvement, functional control and risk assessment/remediation, P&L management, personnel management (direct and matrix organizations, domestic and global), strategic assessment and planning, and a broad range of analytical and modeling techniques and technology platforms. Very motivated by strategic thinking, creative problem-solving, and collaborative goal-oriented environments.Specialties: Process Design/Improvement, Functional Controls, Marketing Analytics and Targeting, Managing Diverse Technical and Analytical Teams, Product Management, Product Development, P&C Insurance Market and Industry Analysis, Analytics and Modeling
Jpmorgan Chase & Co.
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Marketing Data & Analytics - Strategy And Process, Executive DirectorJpmorgan Chase & Co. Apr 2023 - PresentNew York, Ny, UsSpearheading projects that affect marketing processes, strategies, and innovation. Partner with Business, Product, and Analytics teams across all Marketing functions to ensure alignment and thoughtful plans for success. -
Marketing Analytics & Targeting - Process And Quality, Executive DirectorJpmorgan Chase & Co. Aug 2018 - Apr 2023New York, Ny, UsLead process improvement and integration for a global team of 150, including both Marketing Analytics and Audience Targeting functions. Provide strategic vision for establishing Audience Targeting as a strategic and operational advantage.- Achieved 45% gain in resource efficiency in 2 years within the team under my direct management, contributing to 30% improvement in Audience Targeting overall.- Partner extensively with internal Legal, Compliance, Controls, and Data Management to ensure streamlined processes are sound and appropriate. Serve as subject expert, as needed, to support partner projects.- Represent Analytics in programs creating strategic and operational improvements in Marketing platforms and processes. -
Marketing Analytics Operations - Executive DirectorJpmorgan Chase & Co. Jun 2015 - Jul 2018New York, Ny, UsRecruit, develop, and lead a team of managers and analysts who execute database marketing and manage controls for these and the broader Marketing Analysis organization. We execute marketing and communications through mail, email, and other digital channels to support acquisition marketing and broad ranging customer communications. -
Consumer Bank Data Management Council Lead & Chair, VpJpmorgan Chase & Co. Aug 2014 - May 2015New York, Ny, Us- Lead a team of data and analytics professionals to establish governance and management practices on behalf of business users in Chase Consumer Banking and Wealth Management Lines of Business. The team includes over 20 employees and contractors in direct and matrix alignment, as well as numerous technical and business subject matter experts. - Work within established Data Management Policies and Guidelines to accomplish time-sensitive data evaluation and certification requirements for various regulatory projects.- Actively engage with partner Line of Business councils and parent council to establish best practices and effective implementation of firm-wide data management standards/policies.(This role is concurrent with management of Consumer Bank Marketing Analytics Controls) -
Marketing Analysis Sr Manager Of Audit And Control, VpJpmorgan Chase & Co. Sep 2011 - May 2015New York, Ny, Us- Ensure that the Marketing Analytics Team has adequate controls, efficient procedures, effective documentation, appropriate tools, and adherence to accepted business processes.- Continuous process improvement.- Create and implement a contingency plan to protect operational/production processes affecting millions of customers and prospects during a time of system transition. -
Marketing Analysis Sr Manager Of Operations - VpJpmorgan Chase & Co. Nov 2010 - Sep 2011New York, Ny, Us- Manage and streamline operations for a 70-person team of highly technical analysts in support of Marketing for Consumer Banking. Ensure clear and thorough communication of priorities and issues to Director of Marketing Analytics and other senior managers. - Projects and initiatives include to identify and remediate issues with shared network storage and management of the transition to a more robust storage platform for Marketing and Product Teams (approx. 250 associates); establish procedures for documentation and audit of statistical models for internal consistency and improved quality; streamline on-boarding process for new analysts, which has resulted in 3-5 day reduction in ramp-up to full productivity; provide project management to develop a centralized data source for site and geographic modeling. -
Product Manager - Personal Lines, InGrange Mutual Insurance Co Oct 2007 - Feb 2011- Managed Personal Lines profit and loss for Indiana for an underwriting profit in all three years (2008-2010). Responsibilities included rate reviews/revisions, agency incentives, product features and guidelines.- Maintained open communications among all Grange operations and service groups involved in Personal Lines in Indiana (Underwriting, Claims, Agency Relations, IT, Billing, Processing, Pricing, Product Development) in order to create and maintain focus around common goals.- Lead and participated in projects with divisional and corporate scope, including development of reporting on industry and competitor results and financials, creation of an M&A early evaluation tool, development and implementation of rate capping.
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Associate Manager, Data AnalystProgressive Insurance Jan 2006 - Sep 2007Mayfield Village, Oh, UsAgency Auto Sales & Service Process Group- Facilitated the transition from an analysis group focused on gathering data to one focused on designing analysis and adding value to process improvement initiatives.- Mentored analysts through pilot design improvement and proper application of statistical techniques.- Project lead for strategic initiative to improve call routing based on predicted call complexity. The goal was to reduce internal costs and improve customer experience.- Managed two Analysts, including performance evaluations, project assignment, development plans, and objectives. -
R&D AnalystProgressive Insurance Feb 2004 - Dec 2005Mayfield Village, Oh, UsCommercial Auto Division- Improved credit segmentation as analyst and later Project Lead by performing data/pricing/impact analysis, requirements gathering, planning for transition of various parts of the existing book of business, regulatory analysis, working closely with IT/design team on needed systems changes and tools to facilitate business implementation of the more complex pricing model.- Enhanced business classification pricing as analyst and later Project Lead creating flexibility for current and future segmentation opportunities through requirements gathering, gap analysis, implementation planning, and pricing development. -
Marketing AnalystProgressive Insurance Jul 2002 - Jan 2004Mayfield Village, Oh, UsCommercial Auto Division- Rate revision analysis, rate recommendations, and off-balance activities for numerous states.- Analyzed and provided rating recommendations for Tow product.- Developed and implemented manual rate capping in GA; later represented Marketing Group in development of a rate capping model.- Supported on-boarding and training of new Marketing and Business Analysts. -
Research AssistantFederal Reserve Bank Of Cleveland 1998 - 1999Cleveland, Oh, Us
Jeff Schwarz Skills
Jeff Schwarz Education Details
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Weatherhead School Of Management At Case Western Reserve UniversityOperations Research -
Case Western Reserve UniversityEconomics & Statistics
Frequently Asked Questions about Jeff Schwarz
What company does Jeff Schwarz work for?
Jeff Schwarz works for Jpmorgan Chase & Co.
What is Jeff Schwarz's role at the current company?
Jeff Schwarz's current role is Marketing Analytics & Targeting - Process and Quality, Executive Director at JPMorgan Chase & Co..
What is Jeff Schwarz's email address?
Jeff Schwarz's email address is je****@****ase.com
What schools did Jeff Schwarz attend?
Jeff Schwarz attended Weatherhead School Of Management At Case Western Reserve University, Case Western Reserve University.
What are some of Jeff Schwarz's interests?
Jeff Schwarz has interest in Kids, Cooking, Medicine, Exercise, Home Improvement, Reading, Fitness, Gourmet Cooking, Music, Sports.
What skills is Jeff Schwarz known for?
Jeff Schwarz has skills like Analytics, Data Analysis, Competitive Analysis, Product Development, Sas, Product Management, Strategy, Analysis, Statistical Modeling, Business Analytics, Process Improvement, Property And Casualty Insurance.
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