Summary
Overview
Work History
Education
Skills
Timeline
Generic

GREGORY Jean-Simon

Chandler,AZ

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

11
11
years of professional experience

Work History

Member of the Management Board

CG&M Trash Corporation
03.2023 - Current
  • Enhanced shareholder value by implementing strategic initiatives and optimizing board governance processes.
  • Led development of corporate strategies for long-term growth, driving business expansion and innovation.
  • Strengthened company's margin percentage by 15% with diligent oversight of fiscal management and risk mitigation.
  • Championed corporate social responsibility efforts, fostering a culture of ethical leadership and community engagement.

CEO

Kangaroo Kourier LLC
05.2019 - Current
  • Achieved company growth by implementing strategic plans and streamlining operations.
  • Expanded market share through successful acquisitions and mergers.
  • Developed a high-performance executive team for improved productivity and efficiency.
  • Created a positive work culture, resulting in increased employee satisfaction and retention rates.
  • Implemented cost-saving initiatives to reduce operational expenses without sacrificing quality.
  • Established new revenue streams by identifying market opportunities and launching innovative products or services.
  • Fostered strong relationships with industry partners to expand business opportunities.
  • Established and maintained strong relationships with customers, vendors and strategic partners.

Senior Analyst- Investment Operations

Wellington Management
05.2018 - 04.2019
  • Enhanced team productivity by streamlining workflow processes and implementing time-saving strategies.
  • Delivered accurate financial forecasts by conducting thorough data analysis and research on market trends.
  • Completed reconciliation of 11 trading entitlement accounts to reduce variances in company accounts which collectively exceeded several hundreds of thousands of dollars.
  • Created automated Tableau dashboards for Research spend reporting eliminating 10 hours of work per month of work for our Risk Management and Compliance Teams.
  • Optimized project management, resulting in timely deliverables and improved client satisfaction rates.
  • Provided expert advice for senior management, contributing to informed decision-making and strategic planning.
  • Conducted in-depth competitor analysis to identify opportunities for growth and expansion within industry landscape.

Senior Analyst- Investment Operations

Fidelity Investments
07.2013 - 05.2018
  • Performed Asset Management cost cutting initiative of unusable data products. By elimination of some applications, average investor saved 22.7% off of their expense budget
  • Enhanced team productivity by streamlining workflow processes and implementing time-saving strategies.
  • Delivered accurate financial forecasts by conducting thorough data analysis and research on market trends.
  • Developed Change management procedures for group mergers and shared market data services
  • Product owner of Audit Services tool migration which eliminated 15 hours of work per year for 2500 investment professionals through efficiency gain

Education

MBA - Finance

Babson College
Babson Park, MA
05.2016

Bachelor of Science - Accounting And Finance

Salem State University
05.2011

Skills

  • Crisis Management
  • Industry Expertise
  • Effective Leadership
  • Business Planning
  • Financial Acumen

Timeline

Member of the Management Board

CG&M Trash Corporation
03.2023 - Current

CEO

Kangaroo Kourier LLC
05.2019 - Current

Senior Analyst- Investment Operations

Wellington Management
05.2018 - 04.2019

Senior Analyst- Investment Operations

Fidelity Investments
07.2013 - 05.2018

MBA - Finance

Babson College

Bachelor of Science - Accounting And Finance

Salem State University