Jerrad Jorgensen Email & Phone Number

As the leader of a specialized consultancy, I have been at the forefront of integrating IT and business strategies, leveraging Generative AI and automation to enhance operational efficiency, mitigate risks, and strengthen governance. I have established robust AI Management System programs to ensure secure and ethical AI adoption, in line with standards such as NIST AI RMF and ISO 42001. My role also involved crafting and executing comprehensive technology strategies, encompassing goal setting, challenge identification, actionable insights extraction, and high-quality implementation.

As an Executive Board Advisor for an AI startup, I advise on professional services and strategic direction. I oversee the development and deployment of AI solutions, ensuring alignment with business goals and client needs. My role involves optimizing service delivery, enhancing client satisfaction, and driving business growth. Additionally, I identify market opportunities, foster innovation, and steer the company towards sustainable success in the competitive AI landscape.

London, Gb

Leveraging extensive experience in enterprise-level transformation, I designed and implemented strategies across cybersecurity, technology, and risk management for Fortune 1000 companies. As the Product Management of EY's Operational Technology Cybersecurity Risk Visibility Analysis, I played a pivotal role in enhancing EY's cybersecurity offerings, directly contributing to the firm's consulting sales and strategic client engagements. My commitment to leadership extends to nurturing high-performing teams, emphasizing continuous learning and the adoption of best practices in consulting. Additionally, I have driven market and growth initiatives in Cyber for the Advanced Manufacturing and Mobility sector within EY's Central Region, further establishing the firm's dominance in these key areas.

Kalamazoo, Mi, Us

Oversaw a comprehensive 3–5-year technology architecture roadmap, aligning it with strategic objectives to drive future growth and innovation. My advisory role extended to cutting-edge technologies such as Digital Process Automation, Artificial Intelligence, and Robotic Process Automation, ensuring the integration of these technologies met our strategic goals. I drove technology innovation, harnessing insights from diverse stakeholders in a decentralized matrix organization to inform investment decisions and scalability strategies, fostering a collaborative and forward-thinking technology culture.

London, Gb

Managed the design and implementation of innovative solutions within EY Tax processes, directly contributing to a significant revenue increase of $15M. My collaboration with Microsoft through Alliance Team duties was instrumental in aligning both cloud-based and on-premises solutions with evolving market demands and our strategic objectives. I was responsible for overseeing the entire client engagement lifecycle within Tax Technology, from sales pursuits to program delivery, ensuring excellence and client satisfaction at every touchpoint. Additionally, I led strategic business transformation initiatives, focusing on enhancing Tax Operations through the adoption of emerging technologies such as Robotic Process Automation, Intelligent Automation, and Advanced Analytics, thereby driving operational efficiency and competitive advantage.

Armonk, New York, Ny, Us

Directed AI innovation and launching first-of-their-kind initiatives, including proofs of value, proofs of concept, and production deployments, focusing on areas such as conversational AI, machine learning, and Intelligent Automation. Within the consulting Global Solution Center for AI, I steered go-to-market strategies, product enhancements, and management activities, aiming to develop scalable and competitive AI offerings. As the Product Owner for Cognitive Care, I spearheaded the development of an AI-driven solution designed to optimize omnichannel B2C and B2E customer service and support centers, enhancing customer experience and operational efficiency. Additionally, I took on roles such as Interim CIO or Executive Advisor on a contractual basis, guiding organizational change and ensuring operational stability within client IT departments, demonstrating versatility and strategic oversight in technology leadership.

Farmington Hills, Michigan, Us

Established the U.S.-based Advanced Analytics function, encompassing stakeholder management, and strategic team recruitment, setting the foundation for data-driven decision-making. Leading innovation at MBFS, I drove initiatives in Data Science, AI, and cognitive computing from conceptualization to production, managing vendor relationships to ensure seamless integration and implementation. My development of a Conversational AI system for the Contact Center significantly boosted customer satisfaction, achieved within the strict boundaries of data privacy and governance standards. Furthermore, I initiated strategic partnerships with universities and tech incubators, fostering a culture of continuous innovation and ensuring the ongoing enhancement of MBFS's product offerings, maintaining a competitive edge in the market.

Farmington Hills, Michigan, Us

Performed corporate planning and business model assessments involved integrating technological insights to devise long-term strategic initiatives, particularly within the Financial Services and Mobility sectors. This role required a deep understanding of how technology trends could influence and drive industry transformations, ensuring the alignment of these insights with the company's vision and objectives. Additionally, I managed the oversight of strategic projects by the Board of Management, acting as a critical liaison to ensure transparency, alignment, and execution of high-priority initiatives, thereby facilitating informed decision-making and strategic direction at the highest level of the organization.

Farmington Hills, Michigan, Us

Designed post-divestiture process optimization strategies, focusing on enhancing customer experience, improving cost efficiency, mitigating risk, and ensuring compliance. These strategies were critical in navigating the complexities of the divestiture, ensuring a seamless transition for customers and internal operations. Additionally, I administered the Transition Services Agreement during the divestiture, overseeing the temporary operational and service agreements between MBFS and DaimlerChrysler Financial, ensuring continuity of services during the transition period.As a Strategic Program Manager, I was responsible for overseeing globally relevant programs and strategic technology deployments, ensuring alignment with the organization's broader strategic objectives. This role required a comprehensive understanding of global market dynamics and technological advancements, enabling the successful implementation of strategic initiatives across different regions and business units. My efforts in these areas were crucial for maintaining operational excellence and competitive advantage in a rapidly evolving industry landscape.

London, Gb

Managed global technology deployments and supported Mergers and Acquisitions, focusing on technology integration and due diligence. I led efforts in process reengineering and established controls to enhance risk mitigation, particularly in improving a client's SOX Compliance Program during post-merger integration, ensuring operational efficiency and compliance in the expanded organizational structure.

Worldwide, Oo

Delivered risk analytics, data mining, and statistical modeling to inform compliance reporting, utilizing advanced techniques to identify and mitigate potential risks. Additionally, I conducted IT control audits and data analysis focused on fraud detection, supporting the organization's governance objectives through rigorous examination and analysis.

Master Of Science - Ms, Information Technology

Bachelor Of Business Administration - Bba, Information Systems