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