Role listed
Bentley Road Group, Llc
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Jon Ambos Email & Phone Number
Operational Leader/Advisor, Driver of Process Improvements, Efficiencies, and Cost Savings through STP, Outsourcing and People Management
at
Bentley Road Group, LLC
2 work emails found
@prosperitylife.com
1 phone found area 800
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Bentley Road Group, LLC
Role
Operational Leader/Advisor, Driver of Process Improvements, Efficiencies, and Cost Savings through STP, Outsourcing and People Management
Location
Port Washington, New York, United States
Who is Jon Ambos? Overview
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Quick answer
Jon Ambos is listed as Operational Leader/Advisor, Driver of Process Improvements, Efficiencies, and Cost Savings through STP, Outsourcing and People Management at Bentley Road Group, LLC, based in Port Washington, New York, United States. AeroLeads shows a work email signal at prosperitylife.com, phone signal with area code 800, and a matched LinkedIn profile for Jon Ambos.
Jon Ambos previously worked as Chief Operating Officer (COO) at New York Center For Spinal Disorders and Chief Operating Officer (COO)/Founder at Bentley Road Group, Llc. Jon Ambos holds Bba, Accounting from The Wharton School.
Company email context
Email format at Bentley Road Group, LLC
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{first}{last}@prosperitylife.com
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Profile bio
About Jon Ambos
Results-oriented senior operational leader and advisor with extensive technology experience on the buy-side dealing with institutional asset management (traditional and insurance) and hedge funds. Change Agent with demonstrated ability to analyze issues, conceptualize and implement STP (straight through processing) solutions, balancing competing agendas while driving process improvements enabling growth, client satisfaction, and development of staff while achieving cost savings. Diverse skill set suited for a variety of functions.Core Competencies:• Outsourcing & Offshoring• Operating Procedures and Controls• Strategic Planning• Middle Office• Accounting/Budgeting• Client Onboarding and Implementation• Business Transformation• Transaction Processing• Portfolio Accounting (IBOR) and Reporting• Reconciliation• Client Reporting and Client Billing• Corporate Actions/Proxy• Reference Data and Pricing• Investor/Client Relations• Vendor and Service Provider Management/Oversight• Benchmarking, Service Level Agreement (SLA's) and Metrics• Operational Risk Management/Mitigation• Change and Project Management• Legal/Compliance/Risk Oversight• Real Estate/Facilities Management
Listed skills include Fixed Income, Equities, Hedge Funds, Asset Management, and 46 others.
Current workplace
Jon Ambos's current company
Company context helps verify the profile and gives searchers a useful next step.
Bentley Road Group, Llc
16 roles · 36 years
Jon Ambos work experience
A career timeline built from the work history available for this profile.
Chief Operating Officer (Coo)
Current
New York Center For Spinal Disorders
Lead all Operational aspects of medical practice, including Finance including Billing, Accounting, Human Resources, Legal, Insurance, Payroll, Real Estate and Technology.Created New Process for all Billing, Member Appeals and Dispute Resolutions under the Federal No Surprise Act (NSA) winning over 85% of appeals/disputes.Manage all staff creating standard.
Sep 2023 - Present
Chief Operating Officer (Coo)/Founder
Current
Bentley Road Group, Llc
Focused on providing business strategy, operating model design/transformation, cost efficiency, and project management to the financial services community.Defined and implemented innovative and scalable solutions to solve complex business problems across clients; proven ability to effect change.
Mar 2016 - Present
Vp, Head Of Investment Operations & Middle Office
Prosperity Asset Management (Affiliate Of Prosperity Life Insurance Co.)
Head of Investment Operations and Middle Office managing $ 15 BN of General Account and Reinsurance Assets across Fixed Income, Structured Products, Commercial and Residential Mortgages, Private Placements, Commercial/Residential Mortgages, and Derivatives.Created Operational Policies, Procedures and Workflows spanning all functions (including Trade.
Jan 2020 - Jun 2022
Director, Middle Office Outsourcing
Global Head of Product Management and Service Delivery for outsourced Middle Office services, delivering operational alpha to over twenty leading Investment Managers around the world. Drive product development, technology and operations to meet growing market needs in rapidly changing asset management industry. Oversee the management, organization, and.
Aug 2017 - Jan 2020
Management Consultant - Asset Management Advisory Practice
Managed enterprise level programs from strategy through execution; Experienced in building and promoting a strong culture across global teams with emphasis on people and processes to create highly effective teamsSpecialization in Outsourcing, Investment Operations, Business Process Evaluation, Re-Engineering, Transformation, Platform Implementation and.
Apr 2015 - Mar 2016
Director, Global Product Manager- Middle Office
Established and delivered global middle office outsourcing capabilities and services for 40+ asset management clients with over $3 trillion AUM. Responsible for groups strategic direction - defining, developing, and implementing new global outsourcing servicing model for middle and back offices enabling business growth and client satisfaction while.
Jun 2008 - Jul 2014
Head Of Operations, Americas
Regional leadership of 70+ operations professionals responsible for Equity and Fixed Income Middle Office, Transaction Processing, Portfolio Accounting, Reconciliation, Corporate Actions, Pricing and Client Reporting. Global business lead for “Project New Build” – designing a scalable platform for both operational and technology changes to support the.
Sep 2007 - Mar 2008
Director, Global Head Of Transaction Processing
Global leadership of 60+ operations professionals for Equity, Fixed Income and Derivative Transaction Processing, Portfolio Accounting, Corporate Actions, Proxy, Class Actions and Operational Risk Management supporting business with $300+ billion AUM.Reduced Staff Expenses through consolidating global functions – migrating 150 positions offshoring.
Oct 2005 - Sep 2007
Director - Operations, Trade Support & Middle Office
Leadership of 70+ operations professionals responsible for Trade Support, Middle Office, Order Management Systems (OMS) and data supporting business with $400+ billion AUM.Leadership of Fixed Income Reconciliation Unit ensuring daily and aged cash and security discrepancy resolution with either internal or external custodians or NAV agents.Ensured proper.
2002 - 2005
~3 yrs
Senior Vice President
Wealthplace
Responsible for all Administration, Finance & Operations for start-up Hedge Fund and Private Equity 3rd Party Marketer.Set up new NASD Broker/Dealer and acted as Chief Compliance Officer.
2001 - 2002
~1 yr
Vp, Manager Prime Brokerage Operations
Leadership of 25+ Prime Brokerage professionals responsible for Trade Processing, Reconciliation, Cash Management/Margin, Corporate Actions, New Accounts, Performance and Portfolio Reporting.
1999 - 2001
~2 yrs
Avp, Operations
Chase Securities
Manager of Operations - Equity & Fixed Income Trade Support and P&L Reporting
1996 - 1999
~3 yrs
Interim Cfo/Operations Manager
1996 - 1998
~2 yrs
Manager Of Operations
Hamilton Partners Lp
1993 - 1996
~3 yrs
Business Advisor
1990 - 1991
~1 yr
2 education records
Jon Ambos education
Bba, Accounting
The Wharton School
Mba, Finance
Nyu Stern School Of Business
FAQ
Frequently asked questions about Jon Ambos
Quick answers generated from the profile data available on this page.
What company does Jon Ambos work for?
Jon Ambos works for Bentley Road Group, LLC.
What is Jon Ambos's role at Bentley Road Group, LLC?
Jon Ambos is listed as Operational Leader/Advisor, Driver of Process Improvements, Efficiencies, and Cost Savings through STP, Outsourcing and People Management at Bentley Road Group, LLC.
What is Jon Ambos's email address?
AeroLeads has found 2 work email signals at @prosperitylife.com for Jon Ambos at Bentley Road Group, LLC.
What is Jon Ambos's phone number?
AeroLeads has found 1 phone signal(s) with area code 800 for Jon Ambos at Bentley Road Group, LLC.
Where is Jon Ambos based?
Jon Ambos is based in Port Washington, New York, United States while working with Bentley Road Group, LLC.
What companies has Jon Ambos worked for?
Jon Ambos has worked for Bentley Road Group, Llc, New York Center For Spinal Disorders, Prosperity Asset Management (Affiliate Of Prosperity Life Insurance Co.), Ss&C Globeop, and Pwc.
How can I contact Jon Ambos?
You can use AeroLeads to view verified contact signals for Jon Ambos at Bentley Road Group, LLC, including work email, phone, and LinkedIn data when available.
What schools did Jon Ambos attend?
Jon Ambos holds Bba, Accounting from The Wharton School.
What skills is Jon Ambos known for?
Jon Ambos is listed with skills including Fixed Income, Equities, Hedge Funds, Asset Management, Financial Services, Middle Office, Derivatives, and Securities.
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