Jesse Wolfe Email & Phone Number

San Diego, CA, US

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Providing technology-focused Advisory services to F500 clients. Key focus areas include digital and cloud platform strategy and implementation, IT Service and Operations Management, IT Risk Management, Identity Access Management, IT Controls and Governance, and Portfolio and Program management.

San Diego, CA, US

• Built new business unit focused on providing practice management technology and services to 17,000 advisors.
• Worked closely with several advisors to understand challenges, frame value props, and develop services that offered office administration, digital marketing, and technology solutions.
• Moved from concept to beta pilot in six months, and realized full product launch in just under one year creating new revenue stream.
• Evolved program to include more subscription-based revenue streams including cybersecurity and CRM best practices.
• Worked to make significant changes to underlying technology stack to improve core systems resiliency and stability.

San Diego, CA, US

• Lead the Enterprise Architecture function for LPL operational systems. Focused on application design and strategy for core middleware, cloud platform, Identity, and CRM systems. Drove design efforts for system-wide.
• Re-architected database and API interface systems (MS SQL, TIBCO, and MuleSoft) to improve user experience and reduce login and page load times from 3.5 seconds to average one second.
• Developed hybrid identity architecture with MS Azure Active Directory that allowed MS Dynamics CRM embedded in LPL’s proprietary Advisor workstation (Client Works).

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• Chaired financial services technology consulting unit focusing on technology strategy and cyber security.
• Engaged with the largest Independent Broker Dealer to solve several complex problems including migration of back office investment systems (Portia), leadership of response to significant AWC for electronic surveillance.
• Held position as interim CIO for a leading technology and start up focused bank in Silicon Valley. Developed portfolio and demand management processes to guide technology investment decisions for firm.
• Collaborated with CIOs of subsidiary banks for the third largest global bank based in Japan to develop coordinated board level technology governance and risk management reporting.
• Worked closely with executive leadership of a conglomerate Financial Services wealth management company to perform IT maturity assessment across subsidiary broker dealer firms to identify potential cybersecurity risks.
• Led large transformation program to modernize IT organization process and operations functions for a leading Insurance firm and implemented standardized IT service processes across large organization.

Bangalore, Karnataka, IN

Oversaw implementation and transition of largest technology outsourcing deal in Wipro’s history for a leading global pharmaceutical and medical device manufacturer. Led total team consisting of 300 reports across 53 countries. Oversaw five call centers on three continents providing support in 13 languages, support for 14,000 end users, and supported 300.

Chicago, IL, US

Led IT consulting projects focused on Lean / Six Sigma and Agile process engineering, software implementation, and organizational change. Directed transformation program for a leading US bank based in Cleveland, Ohio. Led a virtual team of over 100 resources composed of consultants, client resources, and partner companies to re-design and re-implement IT.

Round Rock, Texas, US

Gained progressive leadership and project management experience across wide variety of client engagements. Elected to participate in accelerated leadership and emerging executive development cohort.

Mba, Finance And Operations - Dual Major Program

Bba, Information Systems