Jon Carson Email & Phone Number

Greater Minneapolis-St. Paul Area

· Lead a group of technology product managers responsible for the management of vendor/s, and roadmaps for existing product portfolios· National operations team leader that supports client facing platforms and serves six major regions · Strategically manage multiple technology projects by coordinating internal departments, (credit, banking, mortgage, brokerage, trust) with external vendors· Responsible for key messaging, marketing, and branding initiatives, in support of UHNW business line· Oversee implementation of robotic process automations to increase efficiencies across national footprint· Consult with national market leaders, key internal partners, and vendors to generate new business

Greater Minneapolis-St. Paul Area

· Chair of steering committee to find and implement a replacement vendor for a financial technology reporting engine. Product is Addepar Technology· Increased client usership by 500% over legacy system· Increased internal usership from 50% to 86% over legacy system· Provided sales demonstrations of cutting-edge reporting platform to ultra-high net worth clients, single family offices and internal partners · Onboarded over $30B in assets on the platform

Greater Minneapolis-St. Paul Area

· Lead the design and product development of a financial/accounting reporting system, ATWeb from Archway Technologies· Performed Voice of the Customer through a variety of methods in support of new product development, and existing product enhancement· Developed qualitative assurance processes on data throughout U.S. Bank and other institutions· Regional office sales training on aggregated reporting software · Created and standardized the core investment performance report packages, using proprietary system, for portfolio managers to use in client meetings and presentations

Greater Minneapolis-St. Paul Area

• Conversion and implementation of a external performance reporting platform• Proficiently developed internal processes of build out of new business line• Analyzed and validated performance measurement• Facilitated and led training sessions for multiple external analytical systems • Acted as the lead product manager supporting internal investment officers • Traded securities in over 5,000 accounts with 100 external money managers• Prepared and validated quarter end statements

Greater Minneapolis-St. Paul Area

• Analyzed, recommended and presented high net worth client portfolios to superiors • Researched equity, credit and fixed income trends in the world markets• Strategically allocated assets to internal and external money managers• Supported two financial advisors in daily operations with $300 million under management

Apple Valley, Mn

• Marketed service to a niche market within residential and commercial developments• Efficiently managed and motivated a work crew on a daily basis• Implemented solutions to reduce overhead and soft costs, while increasing the quality of service • Made continual financial decisions that resulted in the accomplishment of the annual goals • Increased annual profits averaging 21% each year from 2000 to 2003

Bachelor'S Degree, Finance, General

Master Of Business Administration (Mba)