Summary
Overview
Work History
Education
Skills
Timeline
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Mario Isaac

Product Delivery & Operations Leader
San Francisco

Summary

Dynamic Product Delivery Director at JPMorgan Chase with a proven track record in product lifecycle management and stakeholder engagement. Spearheaded the integration of OpenInvest, enhancing ESG reporting and client insights. Expert in data-driven decision-making, fostering cross-functional collaboration to drive strategic initiatives and deliver impactful results.

Overview

23
23
years of professional experience
3
3
Languages

Work History

Product Delivery Director

JPMorgan Chase
06.2021 - Current
  • Built and scaled Product Operations from the ground up, driving strategic alignment, delivery efficiency, and team enablement across Product & Engineering.
  • Led the post-acquisition integration of OpenInvest into JPMorgan, designing and implementing scalable product delivery processes aligned with a highly regulated enterprise environment.
  • Led the end-to-end launch of Sustainability Reports across four investment strategies, enabling clients to access transparent impact metrics aligned with ESG goals.
  • Delivered Sustainability Diagnostics within Advisor Tools, enhancing advisor-client conversations through personalized portfolio insights.
  • Oversaw the implementation of Investment Restrictions, allowing clients to tailor portfolios by excluding securities based on thematic and values-based causes — a core differentiator for OpenInvest.
  • Owned the full product lifecycle for these initiatives — from discovery and prioritization through governance, development, and on-time delivery — in alignment with regulatory, operational, and client experience standards.
  • Developed strong cross-functional relationships to support the product team and organizational outcomes.
  • Streamlined reporting processes to provide clear visibility into project status updates for stakeholders at various levels of the organization.
  • Collaborated with stakeholders to define scope, objectives, and deliverables for each project, aligning expectations for success.
  • Facilitated knowledge transfer among cross-functional teams to ensure consistency in best practices and alignment with organizational objectives.
  • Implemented data-driven decision-making processes to optimize resource allocation and prioritize projects effectively.

Executive Director

OpenInvest - a JP Morgan Company
10.2019 - 06.2021
  • Partnered closely with the CPO and executive leadership to shape product strategy, align roadmap priorities, and support company-wide strategic planning.
  • Played a critical role in OpenInvest’s Series A and Series B funding rounds, preparing product narratives, operational metrics, and investor materials.
  • Actively supported the merger and acquisition process with JPMorgan, contributing to product and operational due diligence, and leading migration efforts into the enterprise environment.
  • Served as a key cross-functional bridge between Product, Engineering, and Business teams to ensure scalable processes were in place ahead of growth and integration.
  • Developed strategic partnerships with key stakeholders to expand the organization''s reach and influence.

VP of Business Development and Operations

Abakus Group | Wecash China - Silicon Valley & Emerging Markets
06.2016 - 10.2019
  • Led the Silicon Valley innovation hub, driving product and business innovation for expansion into emerging markets.
  • Launched lending and crypto businesses in Brazil, tailoring models to local regulatory and market needs.
  • Built and scaled the initial cross-functional teams, including product, operations, and business development, to support market entry and rapid growth.
  • Structured and operationalized new ventures from scratch — overseeing go-to-market strategy, localization, partnerships, and launch execution.
  • Championed product innovation ideas that led to significant improvements in functionality and user experience.
  • Negotiated contracts with key partners, securing long-term commitments and favorable terms for the company.

Director of Business Development

OAS
01.2009 - 06.2015
  • Led cross-functional teams across sales, marketing, heavy construction, and client relations for large-scale real estate and infrastructure projects.
  • Oversaw the development and execution of real estate projects in Brazil, managing the full lifecycle from land acquisition to delivery.
  • Directed land acquisition strategy, built partnerships with real estate brokers, and shaped the product offering based on market demand.
  • Defined and executed go-to-market, marketing, and sales strategies, and played a key role in securing project financing and investor relations.
  • Acted as a senior liaison between engineering, financial, and commercial teams to ensure alignment and execution against business objectives.

Banker

ABN AMRO Bank
11.2002 - 12.2008

Education

MBA - Business Administration

Hult International Business School
San Francisco
05.2001 -

MBA - MBA Finance, Accounting And Auditing

FGV - Fundação Getúlio Vargas
Sao Paulo
05.2001 -

BBA - Business Administration

UNEB - Universidade Do Estado Da Bahia
Salvador, Brazil
05.2001 -

Skills

Product portfolio management

Timeline

Product Delivery Director

JPMorgan Chase
06.2021 - Current

Executive Director

OpenInvest - a JP Morgan Company
10.2019 - 06.2021

VP of Business Development and Operations

Abakus Group | Wecash China - Silicon Valley & Emerging Markets
06.2016 - 10.2019

Director of Business Development

OAS
01.2009 - 06.2015

Banker

ABN AMRO Bank
11.2002 - 12.2008

MBA - Business Administration

Hult International Business School
05.2001 -

MBA - MBA Finance, Accounting And Auditing

FGV - Fundação Getúlio Vargas
05.2001 -

BBA - Business Administration

UNEB - Universidade Do Estado Da Bahia
05.2001 -

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