Summary
Overview
Work History
Education
Skills
Timeline
Generic

Danielle Philip-Chamble

Brooklyn,NY

Summary

Dedicated and detail focused individual offering 11 years of experience within Financial Planning. Eager team member curious to expand knowledge base. Professional in the field of product management and deployment of the financial planning tools.

Overview

29
29
years of professional experience

Work History

Product Manager

JPMorgan Chase
01.2018 - Current
  • Facilitate the updates and testing of the Goals-Based Analysis (GBA) tool to stay relevant in a moving market, coordinating with the vendor and communicating changes to the field through all lines of business support
  • Manage bulk and individual access to the training site version for multiple lines of business navigating the GBA tool
  • Develop and maintain SharePoint drive with departmental documents and files accessible to team individuals and control managers
  • Create and manage purchase orders for licensing and customization fees. Directed planning and budgeting efforts
  • Review disclosure language with legal and compliance partners for output and user interface of GBA tool
  • Reduced project downtime with quality product inspections
  • Learned and adapted quickly to new technology and software applications
  • Optimized product performance with data-driven analysis and continuous improvement initiatives
  • Coordinated design meetings and decisions with internal departments and teams
  • Maintained positive vendor relations to build strong partnerships

Junior Product Developer

JPMorgan Chase
01.2012 - 01.2018
  • Provided support to Financial Advisors creating Goals Based Analysis
  • Organized the weekly newsletter for distribution to field force
  • Evaluated enhancements to software and products offered through Financial Planning Department
  • Distributed and generate Morningstar hypothetical reports
  • Produced reports on Chase.com activity
  • Streamlined testing process and create updated scripts and procedures
  • Reviewed and update departments information on internal homepage on an ongoing basis
  • Provided technical expertise during product design, contributing to improved functionality and user experience
  • Implemented quality control processes throughout the entire product development lifecycle, resulting in a reduction of defects and returns
  • Collaborated with cross-functional teams to ensure seamless product development and launch
  • Documented each step in product's design process for use in manuals

Executive Assistant

JPMorgan Chase
01.2005 - 01.2012
  • Control schedules and travel arrangements for Investment Research and Financial Planning group management
  • Organize the weekly Financial Planning Group goals and accomplishments for distribution to upper management
  • Answer multiple manger phone lines, offer assistance where necessary, and utilize lotus notes message functionality
  • Arrange technical support, catering services and suitable locations for training sessions and business meetings
  • Submit monthly departmental invoices, T&E expense reports for management, and requisitions for group supplies.
  • Handled logistics, catering, agendas and travel arrangements for meeting and event planning for board of directors, president and executive vice president.
  • Collaborated on special projects to improve overall business operations within the organization efficiently.
  • Assisted in the development of company policies and procedures, contributing to a more organized work environment.
  • Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.

Centralized Print Shop Manager

JPMorgan Chase
01.2003 - 01.2005
  • Managed the inflow and outflow of financial plan presentation requests sent by the 1400 members of the sales force
  • Instituted quality control measures by ensuring accuracy in all deliverables including Financial Plans, verifying address of recipient, and contacting Financial Advisor if necessary
  • Generated Excel reports (Tracking Log, Weekly Activity Log, Advisor Penetration Log and Range of Advisor Penetration Log) for use by management
  • Routed calls from advisors calling on the Advice Center line to the appropriate personnel and handle issues pertaining to job functions
  • Reset /granted access for the Chase Edge financial planning tool to Advisors from Heritage JP Morgan and Bank One
  • Organized the registration of Bank One advisors for Chase Edge software and the shipment of supplies to various training centers throughout the country.

Branch Support Reconciler

Dime Savings Bank/ Washington Mutual
01.1998 - 01.2002
  • Updated and corrected savings account passbooks received from existing bank customers
  • Resolved investigations involving customer account discrepancies and inquiries
  • Provided attorney offices with customer account information, holding funds in legal pursuit to obtain funds
  • Modified Savings Reject report for direct deposit by posting debits and credits to accounts, and issuing notifications to update records on customer accounts
  • Analyzed checks sent by customers to ensure negotiability for processing
  • Reconciled branch ATM machine transactions by passing ledgers to the branch to clear the suspense account.

Market Research Assistant Intern

American Express
01.1995 - 01.1997
  • Distributed and arranged PowerPoint executive summaries and reports
  • Provided departmental support.

Education

Bachelor of Business Administration - Economics

Baruch College
New York, NY

Skills

  • Product Development and Management
  • Budget Planning
  • Tactical and Strategic Tools Testing
  • Technology Troubleshooting Operations
  • Process documenting
  • Product positioning
  • Critical thinking
  • Product Strategy
  • Risk Management
  • Planning
  • Collaboration

Timeline

Product Manager

JPMorgan Chase
01.2018 - Current

Junior Product Developer

JPMorgan Chase
01.2012 - 01.2018

Executive Assistant

JPMorgan Chase
01.2005 - 01.2012

Centralized Print Shop Manager

JPMorgan Chase
01.2003 - 01.2005

Branch Support Reconciler

Dime Savings Bank/ Washington Mutual
01.1998 - 01.2002

Market Research Assistant Intern

American Express
01.1995 - 01.1997

Bachelor of Business Administration - Economics

Baruch College
Danielle Philip-Chamble