Paul O'Keefe

Paul O'Keefe Email and Phone Number

Executive Director - Wealth Management Solutions @ J.P. Morgan
new york, new york, united states
Paul O'Keefe's Location
New York City Metropolitan Area, United States
Paul O'Keefe's Contact Details

Paul O'Keefe work email

Paul O'Keefe personal email

About Paul O'Keefe

• Senior financial services professional with a proven track record of collaborating with senior management to develop and implement strategic programs• Experienced at launching new businesses, new products and investment capabilities with a detailed focus on the client experience and end-to-end user journey• In-depth financial services expertise in Private Banking, Wealth and Asset Management and Investment Banking products (i.e., banking products, alternative assets, brokerage trading including equity and fixed-income derivatives)• Results driven problem solver with a proven record for managing and implementing multi-million dollar change programs on time and within budget• Team player who is client focused and possesses excellent interpersonal and communication skills, who works effectively within the organization and externally with clients, third party vendors and regulators• Ability to recruit, motivate and retain professional teams

Paul O'Keefe's Current Company Details
J.P. Morgan

J.P. Morgan

View
Executive Director - Wealth Management Solutions
new york, new york, united states
Website:
jpmorgan.com
Employees:
59438
Paul O'Keefe Work Experience Details
  • J.P. Morgan
    Executive Director, Wealth Management Solutions
    J.P. Morgan Apr 2019 - Present
    Product Manager, business transformation and strategy lead within Wealth Management and the Private Bank
  • J.P. Morgan
    Coo/Senior Business Management In Wealth Management Investments
    J.P. Morgan Oct 2014 - Apr 2019
    Global Business Manager/COO and Executive Management team member for both Global Investment Opportunities and the Endowment and Foundations Groups within the Private Bank
  • J.P. Morgan
    Vice President, Regulatory - Product And Platform
    J.P. Morgan Nov 2012 - Oct 2014
    Led the regulatory implementation of the Dodd–Frank Wall Street Reform and Consumer Protection Act for the Private Bank
  • Pricewaterhousecoopers
    Manager, Financial Serivces Advisory Practice
    Pricewaterhousecoopers Jun 2010 - Nov 2012
    Client facing relationship lead and management consultant for several Asset Management and Investment Banking clients within the practice
  • Citi
    Vice President, Equity And Credit Derivatives
    Citi Sep 2004 - Jun 2010
  • State Street
    Analyst
    State Street May 2003 - Sep 2004

Paul O'Keefe Skills

Project Management Equity Derivatives Credit Derivatives Dodd Frank Business Strategy Modeling Economics Interest Rate Derivatives Derivative Operations Settlement Confirmation Straight Through Processing Risk Management Banking Capital Markets Derivatives Financial Markets Financial Risk Trading

Paul O'Keefe Education Details

Frequently Asked Questions about Paul O'Keefe

What company does Paul O'Keefe work for?

Paul O'Keefe works for J.p. Morgan

What is Paul O'Keefe's role at the current company?

Paul O'Keefe's current role is Executive Director - Wealth Management Solutions.

What is Paul O'Keefe's email address?

Paul O'Keefe's email address is pa****@****aol.com

What schools did Paul O'Keefe attend?

Paul O'Keefe attended Stonehill College, Macquarie University.

What skills is Paul O'Keefe known for?

Paul O'Keefe has skills like Project Management, Equity Derivatives, Credit Derivatives, Dodd Frank, Business Strategy, Modeling, Economics, Interest Rate Derivatives, Derivative Operations, Settlement, Confirmation, Straight Through Processing.

Who are Paul O'Keefe's colleagues?

Paul O'Keefe's colleagues are Myriam Confalonieri, Matilde Lomaglio, John Mark Ablaza, Durgesh Nandan, Vidhit Patni, Raymond Buckner, Milagros Girot.

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