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Barbara Lloyd Top-Executive

I have significant experience working with executives to develop and deliver integrated business and technology solutions across Retail Banking (Consumer Bank, Wealth Management, Card, Merchant Services), functions (Operations, Marketing, Risk), and channels (Digital, Servicing Centers, Branch, ATM). My role has been to unite teams to deliver client-focused priorities, setting expectations for client engagement, employee empowerment, system optimization, and product transformation.

As CFO of Technology, Data, and AI for Asset & Wealth Management at JPMorgan Chase, I lead financial strategy and investment oversight for technology, data platforms, and AI capabilities supporting trillions in client assets. My team prioritizes investments in GenAI, analytics, and digital infrastructure to enhance decision-making, personalization, risk management, and operational efficiency in a regulated environment.

With 18+ months in this role, I partner with tech, data, and AI leaders to align resources and drive value—building on my prior CFO/CAO role in Consumer & Community Banking Product and Experience.

Over 20+ years at JPMorgan Chase, I've bridged finance, operations, risk, and technology. Passionate about AI and data in finance, I focus on collaborative teams and intelligent finance.

Message me if you'd like to chat.

Invests into

Industry: Financial Services
Headquarters: Wilmington, Delaware
Title: CFO, Technology, Data & AI - Asset & Wealth Management
Company: JP Morgan Chase
Company Industry: Financial Services
Company Linkedin: linkedin.com/company/jp-morgan-chase-co
Company Size: 1-10
Current Job Duration: 1 yr 6 mos
Country: United States
Languages: Russian
Work Experience: Title: CFO, Technology, Data & AI - Asset & Wealth Management Company: Jp Morgan Chase & Co Company URL: https://www.linkedin.com/company/jp-morgan-chase-co/ Industry: Financial Services Company Size: 1-10 Location: Greater Philadelphia Country: None Employment Type: None Start At: 07-2024 Ends At: Present Description: None Title: JPMorgan Chase & Co. Company: Jpmorganchase Company URL: https://www.linkedin.com/company/jpmorganchase/ Industry: Financial Services Company Size: 10001+ Location: None Country: None Employment Type: None Start At: 07-2022 Ends At: 06-2024 Description: I work in partnership across key stakeholders at JP Morgan Chase to deliver seamlessly integrated and unified technology solutions for Consumer Banking customers. In doing this I help set and manage expectations for how we engage our customers, empower our employees, optimize our systems, and transform our products. I administer and oversee the initiation of projects that require technology resources, coordinate the scheduling of these efforts, create business and technology requirements, manage the customer journey testing activities for all branch platforms, lead the certification effort associated with implementing new technology into our branch operating model, and ensure transparency into the overall book of work at all levels of the organization., Established and implemented a multi-year plan to drive growth, improve efficiency, and enable reinvestment into business opportunities. I also established an annual planning process, which spans critical business functions, to ensure appropriate resource allocation and investment strategic initiatives inclusive of re-prioritization as changes occur., Developed and managed marketing strategies across a variety of digital, voice, and print channels that contributed to year over year gains in sales growth, debit active accounts, and sales per debit active account. I also developed and implemented a number of capabilities focused on improving partner integration and business strategy to meet the needs of our customers., Led the campaign management team through the execution of marketing strategies for all new account acquisition solicitations including capabilities using Digital, Mobile, Voice, Alternative Media, and Direct Mail marketing. I also established and implemented automation efforts resulting in quality, capacity, and productivity improvements. Most notable was the implementation of a workflow management tool that achieved a 300% increase in capacity, improved quality, and a 40% speed-to-market improvement., Led and performed analysis of financial, operational, information systems, and risk trends in high-risk areas through the development and implementation of appropriate audit coverage inclusive of change activities and post due diligence reviews of client acquisitions. Partnering with the Business, I was able to develop recommendations to strengthen the internal control framework and improve operational efficiency.
Education: School: University of Delaware - Lerner College of Business and Economics Degree: Bachelor of Science - BS, Betta Gamma Sigma Activities: None
Headline: CFO, Technology, Data & AI | Asset & Wealth Management | JPMorgan Chase
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