Jonathan Karl

Jonathan Karl Email and Phone Number

Management Consultant at Perficient, Inc. @ Perficient
missouri, united states
Jonathan Karl's Location
New York, New York, United States, United States
Jonathan Karl's Contact Details

Jonathan Karl personal email

n/a

Jonathan Karl phone numbers

About Jonathan Karl

Business Development professional with expertise in product inception, business analysis and project implementation. Strengths include product development and program management. Proven track record in providing strong business leadership in all phases of application development including product sponsorship, authoring of business requirements, review of functional requirements, development oversight, management review of quality assurance, product implementation, and communication.Specialties: • Strategic Planning• Business Analysis• Program Management• Client Reporting• Asset Classification• Portfolio and Performance Analytics• Advisory Services• Wealth Management• Asset Management

Jonathan Karl's Current Company Details
Perficient

Perficient

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Management Consultant at Perficient, Inc.
missouri, united states
Website:
perficient.com
Employees:
2997
Jonathan Karl Work Experience Details
  • Perficient
    Management And Technology Consultant
    Perficient 2012 - Present
    New York, New York, United States
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  • Morgan Stanley Smith Barney
    Executive Director, Global Wealth Management
    Morgan Stanley Smith Barney 2009 - 2012
    Leadership role in Client Reporting technology responsible for functional analysis and implementation during the Morgan Stanley Smith Barney joint venture initiative.
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  • Morgan Stanley
    Executive Director, Business Technology Office
    Morgan Stanley 2007 - 2009
    Leadership role in determining the Client Reporting strategy for the National Sales technology portfolio. Specialized in creating and enhancing software tools and systems that enabled Financial Advisors to enhance their productivity while creating operational efficiencies. Areas of focus included retail statements, performance reporting and asset classification.
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  • Ubs Financial Services
    Director, Client Reporting
    Ubs Financial Services 2002 - 2007
    Product Manager for Managed Account, High Net Worth, and Firm Wide Client Reporting systems. Key accomplishments included managing the implementation of a firm wide performance platform and increasing the overall usage of analytic reports due to platform enhancements, new reporting capabilities and field communication.
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  • Smith Barney
    Senior Research Analyst, Consulting Group
    Smith Barney 1999 - 2002
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  • Smith Barney
    Senior Business Analyst, Information Technology
    Smith Barney 1994 - 1999
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  • Andersen Consulting
    Consultant, Financial Services
    Andersen Consulting 1989 - 1991
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Jonathan Karl Skills

Business Analysis Financial Services Program Management Strategy Vendor Management Portfolio Management Sdlc Wealth Management Asset Management Strategic Planning Management Requirements Analysis Analysis Asset Allocation Product Management Fixed Income Investment Advisory Performance Measurement Analytics New Business Development It Strategy Equities

Jonathan Karl Education Details

  • Stern School Of Business, New York University
    Stern School Of Business, New York University
    Financial Management & Information Systems
  • Arthur Andersen Center For Professional Education
    Arthur Andersen Center For Professional Education
    Business Practice, Business Communication, Systems Design
  • University Of Delaware
    University Of Delaware
    Economics & Finance
  • Walt Whitman High School
    Walt Whitman High School

Frequently Asked Questions about Jonathan Karl

What company does Jonathan Karl work for?

Jonathan Karl works for Perficient

What is Jonathan Karl's role at the current company?

Jonathan Karl's current role is Management Consultant at Perficient, Inc..

What is Jonathan Karl's email address?

Jonathan Karl's email address is jk****@****zon.net

What is Jonathan Karl's direct phone number?

Jonathan Karl's direct phone number is (314) 995*****

What schools did Jonathan Karl attend?

Jonathan Karl attended Stern School Of Business, New York University, Arthur Andersen Center For Professional Education, University Of Delaware, Walt Whitman High School.

What skills is Jonathan Karl known for?

Jonathan Karl has skills like Business Analysis, Financial Services, Program Management, Strategy, Vendor Management, Portfolio Management, Sdlc, Wealth Management, Asset Management, Strategic Planning, Management, Requirements Analysis.

Who are Jonathan Karl's colleagues?

Jonathan Karl's colleagues are Ryan Sorensen, Pankaj Kamble, Mitchell Nguyen, Heather Neskas, Mohd Zubair Khan, Derek Mulrey, Hemalatha Murugan.

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