May 2022 - Feb 2023
Senior Product Manager
Prime Trust, LLC
Prime Trust’s APIs and widgets power the world’s leading crypto exchanges, NFT creators, digital wallets, Alternative Trading Systems, RIA platforms, broker dealers, crowdfunding platforms, and neobanks.
Jan 2021 -
May 2022
Innovation Product Manager
Janney Montgomery Scott, LLC
Mar 2018 -
Oct 2021
Operations Product Manager
Janney Montgomery Scott, LLC
Janney, a mid-size regional brokerage, is an award-winning pioneer in digital onboarding and frequently partners with technology providers to innovate new financial applications in the fintech space.
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Highlights
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Successfully launched Prime Trust's first-of-its-kind Crypto IRA API product, acquiring 5,000 new customers within the first three months and generating ~1$M in additional annual revenue.
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Streamlined the Digital & Fiat Asset Reconciliation process at Prime Trust, resulting in an 85% reduction in manual efforts, 50% faster processing time, and increased operational efficiency.
Highlights
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Implemented digital solutions at a brokerage, reducing service center call volume by 22%, saving $128k in annual support costs, and improving overall customer experience.
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Designed user-experience (UX) for client self-service online transactions at a brokerage improving CSAT and reducing internally initiated transactions by 19%.​​
Tom Scott
Director of Retirement Products
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"If you are looking for someone that can identify a problem and offer up solutions before you even see the issue, then Jeff is the guy you are looking for."
Jan Kukutschka-Lombardini
Director of Product Management
"I was impressed by the speed in which Jeff picked up the products assigned to him and got them to a launch stage. I can recommend Jeff for any Senior Product Management position not just for his skills in the position but also for his unbeatable sense of humor and great attitude as a team member."
Matthew Frazier
Vice President of Program Management
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"In addition to his deep subject matter expertise, I really appreciated the positivity he brought to all of his work. Jeff was always open to discussing new ideas and alternative solutions, but also not shy about providing his input and direction."