Matthew Tooley Email & Phone Number

New York, Ny, Us

Partnering with multiple lines of business and system owners to integrate First Republic client data into JPMC systems. Inclusive of the client profile data, LOB specific account related data, privacy preference data as well as customized product servicing data.

San Francisco, Ca, Us

Worked across all lines of business and banker/client facing systems to identify data & procedural gaps to implement enhancements of client information processes to move them into a centralized, enterprise-wide, client information management platform• Identified and documented client information maintenance processes and procedures for each LOB to review and approve for implementation. Building the foundation for a standardized set of procedures for bankers and client service agents• Examined all front-end client information maintenance systems to identify any variation between UIs and UX’s. Building the foundation for standardizing the front-end systems for a common look and feel for all users regardless of which front-end system they used• Defined new controls in front-end systems to improve client data accuracy and consistency to: o Use preselected content where possible, to limit variations in free-form text (Ex. Employer Name may have been entered in dozens of different ways in freeform text) o Validate for appropriate content (Ex. Valid Emails & Valid Phone Numbers) o Disallow duplicate contact information (Ex. Same phone number entered for Home, Work, and Cell) o Enforce contact information availability, where required (Ex. Primary Account Owners need a phone or email address)• Created cross-functional projects with both front and back-office teams as well as external 3rd party vendors to address outdated legacy process. Additionally, many of these projects were to meet newly implemented regulatory requirements (Ex. CPRA Q1.23)• Partnered to integrate LOBs that were still operating in legacy models, which prevented them from benefiting from the centralized enterprise model• Created and presented client information improvement roadmaps and solution decks: o To leadership & risk/compliance teams, for buy-in and support o To front line teams for:  Design Feedback  Awareness of impending improvements

Atlanta, Georgia, Us

Managed the evolution of client data across the enterprise at First Republic Bank. Working closely with business leaders to establish partnerships and manage processes change. Bringing a holistic picture of client data to bankers to better serve our clients. Providing an improved banker and client experience• Mapped systems coverage of client information for identification of maintenance gaps• Defined and documented client information maintenance procedures for enterprise banking systems (Deposits & Loans)• Developed relationships with key partners in each line of business and support system for integration of client information process modifications

San Francisco, California, Us

Managed a local and geographically distributed campaign execution team for small business lines of credit/loans and merchant card payment services through a major business reorganization to create enterprise marketing efficiency through common documents, data, and procedures• Worked directly with multiple business and technology teams to standardize digital marketing platforms through automation and streamlining processes as a technology lead on multiple Agile teams leveraging Jira for project tracking and backlog prioritization• Built out a technology infrastructure in Linux and SQL to execute B2B paid search campaigns• Migrated a Microsoft Dynamics solution from internal servers to a SaaS solution in the Azure cloud through planning, validation and cutover.• Managed change control through senior management support, key-stakeholder buy in, and managing expectations from impacted team members through early, regular, and clear communication of benefits of the changes. Increased campaign execution capacity by 30% and improved ability to share resources across execution teams• Introduced production acquisition and servicing leads into Salesforce Sales Cloud for sales and servicing teams to work and disposition for post-campaign performance analysis

San Francisco, California, Us

Designed and implemented a Microsoft Dynamics CRM solution to allow multiple lines of business to automate campaign offer configuration• Transitioned to CRM front end which allowed for significant risk mitigation, automation of campaign offer targeting, application of privacy regulations, and production of system and vendor outputs• Migrated cross functional communications and document retention into a cloud-based SaaS digital asset management and workflow solution, Aprimo. All production projects were successfully cut over within 6 months • Migrated all marketing data off an Oracle database into a Teradata database. Process was completed within a 4-month period after hardware was brought online. Reduced campaign data processing time by a minimum of 80%• Redesigned data infrastructure to improve customer experience by tying together businesses and the different individual relationships to the business. This resulted in a greatly improved customer experience by eliminating customer issues around the relationships of individuals to the business entities

San Francisco, California, Us

Management role expanded to include the campaign execution analytic team and the data platform team. Managed between 12-14 direct reports with a mix of full-time and contract-to-hire positions• Worked closely with risk, compliance, legal and privacy teams to test into an expanding small business population to limit lending/loss exposure, improve approval and response rates in the improving small business economic landscape• Designed and implemented a decommission plan for the campaign selection GUI Tool (Aprimo)• Designed a new campaign execution solution in SAS that was more flexible and with more robust campaign reporting. GUI to SAS transformation took under 1 year from design to full implementation

San Francisco, California, Us

Partnered with risk and analytic teams to fine-tune campaign targeting to minimize high-risk loans with minimum volume loss to continue to provide small business lines of credit and loans to small businesses• Managed multiple line of business partners, campaign execution resource planning, and staffing needs• Managed project to convert campaign targeting into a new GUI Tool (Aprimo). The migration from SQL campaigns into the tool was completed within 1 year• Achieved 100% of production work through the new tool with a reduction in turnaround time of 30%. Reduced ramp-up time for new campaign execution staffers by half from 3 months to 1.5 months. New FTE's required a reduced technical skill set

San Francisco, California, Us

Managed design of new campaigns targeting consumer customers identified as small business owners and pure prospecting into the small business owner space• Integrated small business householding data into marketing small business products across new populations• Worked on technical requirements with a third-party business partner, Acxiom, to test new legally compliant data processing based on encrypted customer information for targeting through credit bureau data for firm offers of credit

San Francisco, California, Us

Converted from Contractor role to Full Time role• Defined business requirements with multiple line of business partners and risk managers• Translated business requirements into technical requirements• Created targeted marketing multi-contact-channel campaigns written in Oracle SQL with UNIX utilities to handle ad-hoc data manipulation

Hanover, Md, Us

Contractor role at Wells Fargo Bank N.A. (Campaign Execution Team)• Built UNIX Shell Script utilities to create standardized output files for internal systems and external vendors• Supported Campaign Execution in a GUI list selection tool (Unica)• Converted UNICA campaigns into an Oracle SQL campaign structure

Dallas, Tx, Us

• Managed international and domestic targeted marketing campaign projects for AT&T’s consumer information organization• Partnered with marketing managers to define project requirements, performed data mining, negotiated data feeds from multiple internal and external sources, created software specifications, developed marketing campaign execution software using Unix Utilities, Awk, C, Teradata SQL, and other languages as needed• Utilized MS Office (Word/Excel/Power Point) and various file transportation applications• Other leveraged technologies included Visual Basic, PERL, HTML, and CGI for web development• Responsibilities also included interviewing and training programmers/analysts to work on the team