Jeff Jones

About Jeff Jones

Presently focusing on applying Data Science, Machine Learning and Artificial Intelligence disciplines to investment decisions and financial business processes.From 20••••20, working at Nuveen (a TIAA Company) as a Managing Director responsible for Technology and Applications associated with Real Estate and Commercial Mortgage Applications.From 20••••18, working at Nuveen Investments as an IT Development Manager of Product Development and Management Applications. Nuveen technology integrated with TIAA Global Asset Management.From 20••••12, working at Nuveen Investments as a Project Manager/Business Partner for the Taxable Fixed Income, Municipal Trading, Sales, Marketing and Product Management groups.From 20••••10, was a Director of Program Management for CarVal Investors managing projects for Trading and Operations.From 20••••08, was VP Software Development for Trading, Portfolio Administration, Tax and Operations. Focussed on the migration to Charles River Trading Order Mgmt and Compliance along with the migration to Eagle PACE / STAR for portfolio accounting (and related processes).From 1992 through 2005, Infrastructure Manager at UBS overseeing various portions of the UBS IT Technical Infrastructure and Operations for the Investment Bank and the US Wealth Management organizations.From 1988 through 1992, worked for O\'Connor and associated as a Software Developer, Infrastructure Engineer and IT Manager.Specialties: Organizational Development, Vendor Management, IT Technical Strategy, Functional Architecture, Application Architecture, Technical Architecture.

Experience

1. Founder

   Financial Inference Technology, L. L. C

   Jan 2021 — Present · Charlotte, NC, US

   Currently in start up mode with Financial Inference Technology to build compelling use cases within financial services utilizing data science, machine learning and artificial intelligence platforms.

Education

• Western Illinois University

  Bachelors, Computer Science, Math

  1979 — 1983

• ITIL Foundation

  ITIL V3 Foundations Certified

  2010 — 2010

• CFA Institute

  Chartered Financial Analyst (CFA) Charterholder

  2010

• Scrum Alliance

  Certified Scrum Master, Agile Project Management

  2009 — 2009

• Project Management Institute

  PMP, Certified Project Mgmt Professional

  2009 — 2009

Skills

• Vendor Management
• Fixed Income
• Enterprise Architecture
• Trading Systems
• Program Management
• Portfolio Management
• Trading
• Strategy
• Integration
• Technical Architecture
• Business Process
• Application Architecture
• Derivatives
• Financial Services
• Leadership
• Business Requirements
• Change Management
• Organizational Development
• Software Development
• Sdlc
• Executive Management
• Crm
• Equities
• Electronic Trading
• Management
• Sharepoint
• IT Strategy
• Business Analysis
• Asset Management
• Project Management
• Investments