Years of experience: 17

🧨 Consulting💼 C-level Executive✔️ ITBanking Operations🏦 FinanceProduct Manager

Trust Score

Highly reliable; strong professional involvement.

70%
Marty's Career Path
Executive Director - Wealth Management Solutions Platform DevelopmentFeb. 2022 -
Jun. 2024
JPMorgan Chase & Co.Executive Director - Wealth Management Solutions Platform Development
Jersey City, New Jersey, United StatesLed a cross functional Agile product owner and product delivery team charged with the development of advisor facing Unified Managed Account platform tools, seamlessly integrating financial planning, investment proposal, suitability, fees, enrollment, and account opening to create a streamlined end-to-end process for advisors and clients.
Executive Director - Wealth Management Product DevelopmentMar. 2016 -
Feb. 2022
JPMorgan Chase & Co.Executive Director - Wealth Management Product Development
Led a team responsible for new product development and program management of the fee based investment advisory platforms offered through the Chase Wealth Management (CWM) distribution channel. Platform includes discretionary, non-discretionary, and separately managed account programs
Product Manager - Investment Advisory ProgramsAug. 2014 -
Mar. 2016
UBSProduct Manager - Investment Advisory Programs
Weehawken, NJ