2) JP Morgan Chase, 1999-2006

Roles: VP Web Services, VP Strategy Planning and Architecture, VP Architecture and Standards

IT Architect - Advisor, Global Technology Infrastructure, Architecture and Standards

Outlined a Technology Roadmap and Standards Management program in order to reduce spend through planned technology use with life cycle management; reduce range of technology product selections in order to reduce support and training costs, reduction of enterprise license agreement commitments, and overall streamlining of infrastructure growth planning

Automated firm wide technology standards database to provide consistent measures for integration of technology standards between heritage firms; produce progress indicators of standard ownership, and preparation for integration with purchasing systems

Provided architectural direction and program oversight for data, information, and application architecture working groups of the firm wide Asset Management Steering Committee; goal was to develop a federated asset management program that captured and reported on asset information from acquisition through to disposal; potential foundation for a Configuration Management Database (ITIL Model). Estimated cost save: $100MM

Vice President, Chase Home Finance, Strategy, Planning and Architecture

Subject Matter Expert for eCommerce Technology; provided expert advice to business on options, capabilities and industry trends; evaluated proposed requests and provided business case support for technology investment

Managed eCommerce merger integration between JPMC-CHF IT and BankOne Retail IT; guided business decisions through technology considerations (efficiency, support and operational costs, growth capabilities) which resulted in eliminating two duplicate systems; net gains were increased capacity for home equity loans, elimination of third party mortgage servicing contract, and $250k reduced run-rate

Co-authored Technology Capability Roadmap for Web Services, Middleware Integration, Document and Imaging capabilities, Telephony and Loan Origination Platform outlining 4 year program to converge multiple applications using service oriented architecture principals; program included multi-year investment plan, base SOA principals, and migration roadmap. Estimated cost saves of $15MM annually, plus increase in capacity by 200%

Developed and managed Technology and eCommerce Standards Roadmap

Member to The Retail Architecture Review Board representing the Line of Business perspective on proposed projects ensuring corporate buy-in and support, identification of other LOB assets that could be leveraged, and that technology selections were aligned within corporate directions

Vice President, Chase Home Finance, Web Services

Created eCommerce Web Services group; migrated development, testing and production environments to Ohio from New Jersey; recruited technologists to replace consultants; established service level agreements with business and technology partners

Responsible for all technical architectures; managed 24/7 operations and support of all B2B/B2C web applications with 99.7% uptime, enabling B2B channel to increase online production to 98% of all Home Equity business acquired.

Managed regionalized team of web technologists supporting 18 major applications; development through to production DMZ environments

Managed all aspects including Outside Provider evaluation, Security and Change Management interfaces; designed efficient DMZ topology and operations with corporate network operations

Created and managed budget for department which included maintenance and licenses of systems and software; increased capacity by 300% while reducing run-time rates by 66 % ($7.5MM to $3.3MM annually) over three years
JPMorgan Chase & Co.
(NYSE: JPM) is a leading global financial services firm with assets of $1.2 trillion and operations in more than 50 countries. The firm is a leader in investment banking; financial services for consumers and businesses, financial transaction processing, asset and wealth management, and private equity.