Matthew Kambic

Matthew Kambic Email and Phone Number

Executive Director, Head of WM Capital Markets and Securities Operations at J.P. Morgan @ J.P. Morgan
Matthew Kambic's Location
Oceanside, New York, United States, United States
Matthew Kambic's Contact Details

Matthew Kambic personal email

n/a

Matthew Kambic phone numbers

About Matthew Kambic

Matthew Kambic is a Executive Director, Head of WM Capital Markets and Securities Operations at J.P. Morgan at J.P. Morgan. He possess expertise in writing, financial advisory, consulting, market, fiscal policy and 98 more skills.

Matthew Kambic's Current Company Details
J.P. Morgan

J.P. Morgan

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Executive Director, Head of WM Capital Markets and Securities Operations at J.P. Morgan
Matthew Kambic Work Experience Details
  • J.P. Morgan
    Executive Director, Head Of Wm Capital Markets And Securities Operations
    J.P. Morgan Sep 2021 - Present
    New York, Ny, Us
    • Head of Cash Securities and Digital Trading Middle Office organization supporting Chase Wealth Management, JPM Advisors, and U.S. Private Bank businesses• Oversee trade processing and operational support for Donor Advised Funds, Directed Share Program, Hedge Fund Advisory Program, and Global Investment Opportunity clients• Design and maintain trading rules for Self-Directed and Full-Service retirement and non-retirement brokerage accounts, as well as, facilitate review and release functions
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  • J.P. Morgan
    Executive Director, Global Head Of Wealth Management And Digital Operations
    J.P. Morgan May 2020 - Oct 2021
    New York, Ny, Us
    • Provide oversight for the Global Wealth Management Operations directly supporting millions of clients within JPMorgan’s Chase Wealth Management, YouInvest, Private Bank, and JPMS Private Client Services offerings• Directly Manage 100+ employees located over three global sites; oversee an annual budget of $29M• Responsible for operational functions specific to retirement account servicing, mutual fund processing, money market and liquidity management, account transfers, and statement, confirm, prospectus processing• Drive innovation and investment to positively impact operations leveraging new digital and Fintech solutions• Continue to oversee Data Solutions & Risk Analytics organization for Broker Dealer & Markets Ops
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  • J.P. Morgan
    Executive Director, Data Solutions & Risk Analytics
    J.P. Morgan Feb 2020 - May 2020
    New York, Ny, Us
    · Manage the Strategy and Risk Management team within Global Broker Dealer & Markets Operations. Key focus on ensuring the organization achieves overall budget and staffing targets, designing optimal location strategy, and empowering staff to drive meaningful innovation throughout the organization· Implement Data Solutions and Risk Analytics function across Settlement organization including the introduction of new tools such as Alteryx, Tableau, and Xceptor focusing on data analytics, transformation, and visualization · Designed and rolled out new Prime Brokerage, Markets Equity and Fixed Income Client Trending Models, which provide insight into settlement risk across global markets, counterparties, and businesses; used directly in Client Business Reviews· Developed intra-day settlement dashboards allowing for inventory management, borrow / lend recommendations and real time settlement status
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  • J.P. Morgan
    Vice President, Securities Processing Operations
    J.P. Morgan Jan 2018 - Feb 2020
    New York, Ny, Us
    · Managed the Strategy and Business Management team within Global Broker Dealer & Markets Operations. Key focus on identifying, leading, and monitoring avenues of cost reduction to ensure the organization achieved its overall budget and staffing targets · Successfully scoped and executed aggressive location strategy plan, working with donor and receptor site leads, legal, tax, and compliance to migrate 125 roles to secondary and tertiary processing hubs· Drove the evolution of the Risk Metric review and monitoring process from weekly to daily through the development and implementation of centralized exception dashboards across all settlement platforms· Led Securities Operation’s system flow mapping, concentration risk identification, and critical presentations to Firm leaders to identify resolution and recovery efforts, safeguarding the Firm and its Clients in scenarios such as a mock SWIFT outage· Represented Broker Dealer Ops when working with internal strategy and robotics teams to identify solutions for adapting manual processes onto digital and more efficient platforms· Member of the Market & Investor Services Culture and Conduct Council
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  • J.P. Morgan
    Associate, Securities Processing Operations
    J.P. Morgan Jan 2016 - Jan 2018
    New York, Ny, Us
    · Led the build out of Broker Dealer entity J.P. Morgan Securities Canada Inc. from a Securities Processing Operations perspective to meet Canadian regulatory changes· Developed strategy, provided business management oversight, and prepared documentation for location strategy moves to attain the goal of building out global Securities Processing hubs (migrated 100 FTE)· Relationship Manager for key technology vendor across all Securities Processing functions; including Corporate Actions, Dividends, Margin, Stock Record, Equity and Fixed Income Settlement Platforms, etc…· Successfully developed the Broker Dealer Production weekly MIS to provide a comprehensive overview of the organization including metrics, trending, variances, and projects
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  • J.P. Morgan
    Business Analyst & Reporting Specialist
    J.P. Morgan Oct 2013 - Jan 2016
    New York, Ny, Us
    · Led the Strategic Statements program to create a uniform statement across all J.P. Morgan entities· Led the operational efforts to convert 1 million Chase Retirement Plan accounts into J.P. Morgan Retirement Brokerage Accounts; Productivity Save of 40 FTE· Successfully led initiatives that reduced technology expenses by $1.7MM annually· Member of the Brooklyn Executive Management subcommittees for Culture & Environment and Real Estate· Led Broker Dealer & Asset Servicing operations UAT for the conversion of Fixed Income Prime Brokerage clients from Omnibus style servicing to a segregated account format
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  • Lantern Investments, Inc.
    Stockbroker
    Lantern Investments, Inc. May 2012 - Aug 2013
    Melville, Ny, Us
    * Assisting CEO, President, and Chief Compliance Officer; * Attained Series 7 General Securities License* Observed bond and equity trading; providing equity research for portfolio management* Drafted client correspondence* Participated in weekly office wide conference calls* Updated client account information on NetX360* Corresponding with FINRA
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  • American National Standards Institute
    Summer Intern Standards Facilitation
    American National Standards Institute Jun 2011 - Aug 2011
    Washington, Dc, Us
    * Assisting General Counsel and Senior Director, Standards Facilitation;* Researching issues for standards panels; * Organized and participated in policy planning conferences and national standards conventions;* Digested and proofread FTC publications, legal documents, and public comments on proposed standards; * Observed Appeals Board hearings; ; * Drafted memoranda and recorded meeting minutes; * Maintained listservs and updated databases; * Supported ANSI's goal of increasing U.S. global competitiveness
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  • U.S. Attorney'S Office, Eastern District
    Clerk
    U.S. Attorney'S Office, Eastern District Jun 2010 - Aug 2010
    Responsibilities: Proofreading legal documents; organizing legal files; preparing trial exhibits; inspecting and distributing mail; filing documents with court; and observing witness interviews, depositions and court proceedings.

Matthew Kambic Skills

Writing Financial Advisory Consulting Market Fiscal Policy Finance Significance Facilitation Theatre Assessment Perspectives Science Short Nanotechnology Rules Spanish Livestock Publications Accounting Portfolio Management System Business Services Education Strategy Heavy Equipment Sum Finra Acoustical Asset Management Deloitte Intelligent Agents Confidentiality Conferences Supply Identity Management American Research Saxophone Analysis Promoting Equity Trading Concepts Norms R Comments Identity Theft Venues Economics Perspective Powerful Communication Business Analysis Music Energy Global Economy Economic Growth Safety Operations Degrees Government Agencies Myriad Broadway Switzerland France Ansi Standardization Pricing Fact Skill Set Regulations Client Correspondence Distribution Camp International Art Germany Efficient Executive Management Paris Hev History Curriculum Design Unemployment Voluntary New York Prevention Investments Guidelines Actimize Dairy Financial Services Compliance Video Mutual Funds Business Knowledge Inflation Financial Transactions Wellbeing Trading Conceptual Modeling Retirement Securities Dealers

Matthew Kambic Education Details

  • Duke University
    Duke University
    B.S. Economics & B.A. Music
  • Oceanside High School
    Oceanside High School

Frequently Asked Questions about Matthew Kambic

What company does Matthew Kambic work for?

Matthew Kambic works for J.p. Morgan

What is Matthew Kambic's role at the current company?

Matthew Kambic's current role is Executive Director, Head of WM Capital Markets and Securities Operations at J.P. Morgan.

What is Matthew Kambic's email address?

Matthew Kambic's email address is ma****@****uke.edu

What is Matthew Kambic's direct phone number?

Matthew Kambic's direct phone number is +121283*****

What schools did Matthew Kambic attend?

Matthew Kambic attended Duke University, Oceanside High School.

What skills is Matthew Kambic known for?

Matthew Kambic has skills like Writing, Financial Advisory, Consulting, Market, Fiscal Policy, Finance, Significance, Facilitation, Theatre, Assessment, Perspectives, Science.

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