Project Manager Wealth Management

Alexis DelGatto

adyuas@r.postjobfree.com 484-***-****

SKILLS

Project Management, Communications, Product Management, Event Planning, Problem Solving, Microsoft Office, Salesforce, Slack, Adobe Creative Suite, SQL, SharePoint, Confluence, and JIRA JPMORGAN CHASE & CO EXPERIENCE August 2018 – Present Product Marketing Sr. Associate – JP Morgan HealthCare Payments, InstaMed (Current Position) Philadelphia, PA

• Support end-to-end product launch activities for JP Morgan commercial healthcare payments receivables solutions including execution of go-to- market strategy, implement and execution of sales training program, managing communications across multiple lines of business including marketing, operations, product and sales, to syndicate product launch priorities and creating new external-facing content for sales team

• Guide sales through RFP process including refreshing stock content, offering consultative suggestions to develop proposal answers for sales teams, highlight differentiators, and guide the deal team to strategically position J.P. Morgan Healthcare Payments in sales proposals

• Lead sales enablement for all healthcare payment products by creating client facing marketing materials (i.e. pitchbooks, market update, industry trend reports, product related client-facing communications, website templates), designing and executing sales training, facilitating internal communications across different lines of business and implementing operational processes to support product launch Business Transformation Office, Associate Project Manager- US Wealth Management New York, NY

• Project manager for firmwide Paperless Program: Implemented strategy for Chase Wealth Management and US Private Bank to default client online investment accounts to paperless at account opening on Chase.com and JP Morgan online including managing client communication strategy, tracking project deliverables to execute go-to-market strategy and roll-out, and creating marketing materials (i.e. web content)

• Built Select Advisor channel within Chase Wealth Management: Defined operating model for top performing advisors and worked across key stakeholders on execution of implementation, training of advisors and internal stakeholders, creation of client communications, implemented marketing strategy by creating new materials (i.e. pitch books, brochures) for advisors and external web pages to support advisor team

• Worked with analytics to track ROI post launch and implementation and communicate success of channel through monthly business review with senior management

Chase Leadership Development Program Rotational Analyst: Two-year development program (August 2018- June 2020) with three eight-month rotations supporting different line of business functions building analytical, marketing and strategic thinking skills, across firmwide strategic projects Consumer Payments Digital Marketing Analytics – Rotation 3 New York, NY

• Lead analyst for QuickDeposit, QuickPay and Gifting Products- partnered with product teams to provide strategic insights, dashboards, and analytics solutions that drive business results to senior management

• Provided COVID-19 reporting for both QuickPay and QuickDeposit digital products while partnering with product owners, technology, and marketing to roll out trends report related to COVID-19 and consumer payments Consumer Banking Marketing, Event Planning – Rotation 2 New York, NY

• Implemented marketing strategy to reach 25,000 Chase clients by planning events, creating client communication strategy and materials, and enhancing branding

• Created quarterly reports in collaboration with analytics team to track client increase of wallet of spend and return on investment in correlation with Chase Private Client event marketing strategy

• Project manager for the launch of Chase Chats by JP Morgan (mini in-branch networking events) marketing initiative Digital Fraud Risk Management – Rotation 1 Wilmington, DE

• Developed an ongoing rewards abuse campaign analyzing large credit card data sets resulting in identification of a 4-million-dollar loss due to Chase customers abusing manufactured spending and put mechanisms in place to avoid future abuse within the rewards program

• Assembled weekly report on different industry research that provided insight into the digital and fraud risk landscapes and presented in the monthly business reports and weekly Chase Pay meetings with senior management Home Lending Risk Management – Intern Summer 2017

• Built Excel models using data from WARN notices for key labor market states to identify correlation between unemployment statistics and changes in the housing market and designed weekly economic snapshots sent to over 200 people analyzing data compiled from indexes tracking economic trends in the mortgage market including the S&P Case Shiller HPI Index and the Consumer Credit Index EXTERNAL EXERIENCE

EVOLVE IP Wayne, PA

Business Operations and Marketing Intern Summer 2016

• Facilitated weekly and monthly sales management business reviews with direct reporting relationship to SVP of Marketing and created summer internship volunteer program for 20 interns to collaborate on different local volunteering opportunities EDUCATION

University of Delaware Alfred Lerner School of Business Newark, DE Bachelor of Science- Finance, GPA: 3.5/4.0 Dean’s List Fall 2015 – Spring 2018 Graduation: May 2018 ACTIVITIES & LEADERSHIP EXPERIENCE

• Member of the J.P. Morgan Next Gen, Women on the Move, Philadelphia Volunteer Leadership Group, DE&I Subcommittee June 2017 – Present

• At University of Delaware: Member of Sigma Kappa Sorority, Running Club January 2015 – May 2018

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