March 10 - 12, 2025
JW Marriott Grande Lakes, Orlando
Jon is a Director of Product Management for Citi’s Middle Office and Fund Services business in North America. In his role Jon is responsible for the strategy of the businesses inclusive of all commercial oversight, the direction for the business, all new regulatory product solution designs, as well as operational enhancements. His scope ranges from the progress and use of new robotics to establishing strategic vendor partnerships, all to deliver on industry demands and client needs. He also oversees all new business opportunities and has legal and commercial responsibility of the businesses in North America. Prior to his current role, Jon worked at JPMorgan for 15 years where he held several positions within operations, client management and product management for the North American region of the fund services business. This experience covered most back-office services including fund accounting, administration, financial reporting and transfer agency oversight. Jon began his career at Brown Brothers Harriman where he worked in fund services. Jon has a B.S. in business administration from Northeastern University and holds a Master’s degree from Harvard University, where he currently teaches several classes as a graduate level TA.
Check out the incredible speaker line-up to see who will be joining Jon.
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