Jeff Lowell Email & Phone Number

New York Metro Area

A technology leader providing strategic insight, evaluation, management and clarity through application of extensive IT and business experience in the financial services industry for companies such as E*Trade, JP Morgan Chase, Nomura, RBC, HSBC, Northern Trust, Cetera Financial, Scotiabank, Scottrade and others. Clients include:Broadridge Financial Solutions, Inc., Jersey City, NJ 2011 – PresentProvide deep expertise to clients for large-scale technology and business process conversions. Huma BI, London - New York, NY 2014 – PresentPerform business analysis, implementation services, data analysis/migration/visualization, and sales support. Large multi-national banking projects spanning trading floor activities and securities operations.Marketware International, New York, NY 2014 – PresentDeliver deep expertise for client initiatives focused on outsourcing, off-shoring, business process optimization and technology management. Provide extensive hands-on experience, complex decision support and project validation. Engage at all organizational levels and project phases including proposal, initiation, implementation and ongoing support.Online Brokerage, Midwest 2014 – 2016Managed the technology re-platforming for a major online brokerage firm including front, middle and back office systems. Responsibilities included management of:• Current state vs. future state analysis• Data mapping and transformation• Inter-vendor coordination and delivery• System integration/implementation• Management of QA processRegional Broker/Dealer, Midwest 2012 – 2014Managed the technology re-platforming for a major regional broker/dealer including front, middle and back office systems. Responsibilities included management of:• Current state vs. future state analysis• Data mapping and transformation• Inter-vendor coordination and delivery• System integration/implementation• Re-training program

New York Metro

Successfully brought multiple groundbreaking BPO/Cloud/SaaS browser-based products to market with projected revenue in excess of $189M. Directed business development activities including market research, technology architecture, development of marketing collateral, and vendor relationship management for new managed service offerings. Managed global team with matrixed resources in the U.S., U.K. and India. Evaluated potential acquisition targets and provided technology sales support.

New York Metro

Designed and managed technology platform for the delivery of new BPO products and services (Java / J2EE, Linux, Oracle, WebSphere ND, MQ, Windows, SQL and proprietary third-party business engines).Established new corporate technology standards between Product Management and Product Development groups. Co-chaired Broadridge/ADP Corporate Security Council responsible for defining division-wide security policies. Provided critical pre-sales support on large accounts.

New York Metro

Maintained high-availability WAN/LAN environment for Worldwide Securities Services Division. Consistently uncovered and capitalized on opportunities to reduce costs and streamline business operations through resource sharing and migration to automated computer-based processes.