Jon Carson

Jon Carson Email and Phone Number

Vice President, Group Product Manager at Ascent Private Capital Management of U.S. Bank @ Ascent Private Capital Management of U.S. Bank
minneapolis, minnesota, united states
Jon Carson's Location
St Paul, Minnesota, United States, United States
Jon Carson's Contact Details

Jon Carson personal email

n/a
About Jon Carson

Group product management professional with a proven history as a top performer, receiving consistent recognition from peers and management. One of the founding members of Ascent Private Capital Management, U.S. Bank’s ultra-high net worth business line. Extensive experience in product lifecycle management, product development, financial markets, business and financial analysis, project management and strategic planning.

Jon Carson's Current Company Details
Ascent Private Capital Management of U.S. Bank

Ascent Private Capital Management Of U.S. Bank

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Vice President, Group Product Manager at Ascent Private Capital Management of U.S. Bank
minneapolis, minnesota, united states
Employees:
108
Jon Carson Work Experience Details
  • Ascent Private Capital Management Of U.S. Bank
    Vp, Group Product Manager
    Ascent Private Capital Management Of U.S. Bank Mar 2018 - Present
    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
  • Ascent Private Capital Management Of U.S. Bank
    Vp, Senior Product Manager
    Ascent Private Capital Management Of U.S. Bank Jan 2015 - Mar 2018
    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
  • Ascent Private Capital Management Of U.S. Bank
    Avp, Product Manager
    Ascent Private Capital Management Of U.S. Bank Apr 2011 - Jan 2015
    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
  • Wells Fargo
    Senior Investment Analyst
    Wells Fargo May 2006 - Apr 2011
    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
  • Wells Fargo Advisors
    Registered Representative/Portfolio Manager
    Wells Fargo Advisors May 2004 - May 2006
    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
  • Horizon Landscape & Design
    Business Owner
    Horizon Landscape & Design May 2000 - Apr 2004
    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

Jon Carson Skills

Wealth Management Portfolio Management Alternative Investments Asset Management Investments Fixed Income Asset Allocation

Jon Carson Education Details

Frequently Asked Questions about Jon Carson

What company does Jon Carson work for?

Jon Carson works for Ascent Private Capital Management Of U.s. Bank

What is Jon Carson's role at the current company?

Jon Carson's current role is Vice President, Group Product Manager at Ascent Private Capital Management of U.S. Bank.

What is Jon Carson's email address?

Jon Carson's email address is jo****@****rgo.com

What schools did Jon Carson attend?

Jon Carson attended University Of Wisconsin-Madison, Augsburg College.

What skills is Jon Carson known for?

Jon Carson has skills like Wealth Management, Portfolio Management, Alternative Investments, Asset Management, Investments, Fixed Income, Asset Allocation.

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