Andrew Ward

Vice President, Lead Optimization @JPMorganChase

New York, NY, US

Developed and optimized lead generation and client acquisition processes across multiple lines of business (LOBs), driving a substantial increase in qualified leads, accelerating new client growth, and boosting net new money (NNM)-Conducted comprehensive site visits and roundtable discussions with financial advisors across multiple locations to identify operational inefficiencies and areas for growth, delivering actionable insights that improved productivity and advisor performance-Designed and implemented a dynamic lead scoring model to prioritize high-potential prospects, improving contact rates, enhancing sales team efficiency, and increasing staff capacity to manage more leads effectively-Collaborated with cross-functional teams, including data & analytics, marketing, and product, to spearhead lead growth initiatives, contributing to sustained sales momentum and new business opportunities

Fordham University

Marketing