My goal is to spread as much knowledge as possible leveraging my passion for finance and technology. I love building innovative products that truly make a difference within the world.As the Founder and CEO of an educational, technology company, SimpMe, I utilize creativity, product development, and analytical skills to expand my platform. I have successfully developed and designed multiple iterations of the SimpMe platform, while also producing educational content for the SimpMe community. The SimpMe Methodology implements a patented, analogy development process to increase knowledge for the most curious learners. I have grown SimpMe from an idea to a functioning website that is accessed by thousands of individuals across social media platforms and the SimpMe website.Outside of building a product from the ground up, I have worked as a Product Manager @ Splunk Technologies, which is leading provider of data monitoring solutions for Fortune 100 companies. I have also worked within innovative startups, such as Buoy Health, where I was capable of using my product knowledge and business skills to expand the firm's product capabilities.
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Founder & CeoSimpme May 2017 - PresentBoston, Massachusetts, UsSimpMe is an educational platform that provides individuals with analogies to explain concepts. Our mission is to redefine learning by Making Complex Simple. Our content is accessible across all social media platforms and we are building a community dedicated to curious learners. SimpMe has empowered individuals to explore financial topics, open investment accounts, and much more through our patented, learning process involving analogous learning with a focus on financial literacy.Whether you’re a new to financial literacy and are looking to get ahead or to expand your knowledge base, SimpMe has articles, videos, and a community to help you comprehend financial topics.www.simpme.com -
Product ManagerSplunk Jul 2022 - Feb 2023San Francisco, California, UsI joined Splunk as a full-time product manager, where I worked closely with external customers and internal stakeholders to expand Splunk's product capabilities across our Splunk Cloud & Splunk Enterprise businesses. - I collaborated with 10 area product managers and Splunk solution architects to revamp Splunk’s Validated Architecture documentation, which assists GTM sales team members to efficiently sell and onboard new customers.- I conducted market opportunity research and collected customer feedback in terms of product deficiencies via multiple avenues regarding Splunk’s workload management feature.- I defined and wrote business requirements as well as product requirements for large improvements to the workload management feature. -
Product Manager - Splunk Cloud - Mba InternSplunk Jun 2021 - Aug 2021San Francisco, California, UsI joined Splunk as a product management intern, where I focused on building out product capabilities for both Splunk Cloud and Splunk Enterprise customers.- I participated in ten 1:1 managed service provider partnership interviews to expand the Splunk Managed Services Provider Cloud offering. Interviewed existing clients such as Deloitte, Orange Cyberdefense, KPMG, and Accenture- I conducted extensive market segmentation research and opportunity cost analysis to determine Splunk’s ideal positioning and selling advantages among cloud data lake technologies. - I constructed a private equity and venture capital market expansion analysis for the Splunk Cloud product offering.
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Growth InternBuoy Health Oct 2020 - May 2021Boston, Ma, UsBuoy is a Boston-based digital health company that uses AI technology to provide personalized clinical support the moment an individual has a health concern. Developed out of the Harvard Innovation Labs by a team of doctors and data scientists, Buoy navigates people through the healthcare system intelligently, delivering triage at scale, and connecting them with the right care endpoints at the right time based on self-reported symptoms.- I worked as a MBA Growth Intern, where I worked on special projects in collaboration with the Co-founder & Chief Growth Officer of the firm. - I conducted research to identify product market fit for Buoy’s online platform.- I assisted in the development of Buoy’s multi-sided marketplace for over 120,000 monthly users. -
Senior Tax AnalystJohn Hancock May 2017 - Sep 2020Boston, Ma, UsI joined John Hancock Investments full-time as Mutual Fund Tax Analyst following my time at Villanova University. I was eventually promoted to a Senior Tax Analyst where I worked on a variety of projects and initiatives within the Fund Administration Department.- I organized meeting minutes for the Dividend Oversight Committee alongside the CFO of John Hancock Investments and other senior leaders, who oversaw multi-million-dollar fund distributions across the fund complex.- I collaborated with members of the Service Provider Oversight Committee to resolve external vendor issues impacting the Tax group. Evaluated key performance indicators for seven external vendors alongside Tax directors.- I implemented an automated solution to streamline tax provision and return preparation work for five staff analysts. Generated over $100,000 in annual cost savings through automation which benefited approximately 50 funds.- I facilitated in developing Alteryx Workflows alongside Tax Managers to automate REIT report reconciliations. Led to 100 hours in annual time savings for employees within the Tax group. -
Tax AnalystJohn Hancock Jun 2015 - May 2017Boston, Ma, Us- I prepared year-end financial reporting documents for shareholders and corporate divisions. Assisted in developing time- sensitive Dividend Received Deduction reports and Qualified Dividend Income reports for stakeholders.- I developed annual, quarterly, and semiannual tax financial reporting for 142 John Hancock mutual funds.- I managed a project to redevelop the reconciliation processes to ensure the integrity of Indian tax agent reporting. Presented best practices as it pertains to foreign tax agent reporting policies and procedures with Canadian colleagues.
Jordan Perry Education Details
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Nyu Stern School Of BusinessMaster Of Business Administration - Mba -
Villanova UniversityFinance And Entrepreneurship
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St. Sebastian'S School
Frequently Asked Questions about Jordan Perry
What company does Jordan Perry work for?
Jordan Perry works for Simpme
What is Jordan Perry's role at the current company?
Jordan Perry's current role is Spreading Financial Knowledge @ SimpMe.
What schools did Jordan Perry attend?
Jordan Perry attended Nyu Stern School Of Business, Villanova University, St. Sebastian's School.
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