Kopi Kopinesh Patil

About Kopi Kopinesh Patil

Senior Financial Services Technology ExecutiveInfluence people, technology and process decisions, to create real impact, globally. Strong conceptual appreciation of the Financial Services businesseso Experiences in Wealth Management, Securities Markets, General Insurance & Mortgage Bankingo Keen appreciation of Software Technology as the key competitive edge for Financial Serviceso Experiences applying ML and Generative AI/LLM for solving challenges in Financial Serviceso Experience delivering to Global and Indian Financial Services brands, JP Morgan, Tata AIG GIC, etc. In-depth understanding across a broad array of technologieso Deep dive, get hands on and innovate with technology to provide solutions that enable businesso Solution Architecting, Technology Selection, Architecture Definition & Infrastructure Strategyo Match Technology architecture and resources to Business cadence and complexityo Introduce & drive new technology adoption, Digital, Cloud, Analytics, Machine Learning & Generative AI o Java, Python, js, React.Net, Oracle, Qlik, JMS, Kafka, Drools, AWS, Spark, Scala, AirFlow, Ignite, Hadoop, scikit-learn Live, drive and influence a culture of transparency, collaboration, meritocracy & continuous learningo Manage Stakeholders (external & internal) at all levels up to CXOo Manage People; budgeting, recruitment, development, promotions, compensation, outsourcing, etc.o Conduct corporate training, mentoring, campus recruitment, hackathons, etc. Define and communicate a Strategic Plano Extremely clear, logical, conceptual and consistent thinker and communicatoro See multiple options, linkages, interplay and trends for complex issues, make strategic choiceso Challenge status quo, take charge, quick decisions, own them, prioritize, focus & deliver Focus on Deliveryo Project/Program Mgmt, budget, schedule, risk, quality, staffing, costs, benefits, etc.o Process, Quality models, CMM, ISO 9001, metrics, SLAs, etc.o Vendor Mgmt, Build/Buy/Outsource, T&M, FixedBid, BOT, WhiteLabeled, CostPlus, etc. Manage the production environmento Migration projects for obsolescence, consolidation, compliance, etc.o Security, resiliency, load balancing, hardware sizing & optimization, etc.o Production Incidents, workaround, RCAs, solutions & SLA management Experiences across geographies and cultureso Cross cultural experiences while studying and working in the US and Indiao Collaborated with global colleagues to deliver to global user communitieso Proven track record with off-shoring software services to India

Experience

1. Senior Executive Director, Wm Global Operations & Data Technology

   J.P. Morgan

   Jan 2025 — Present · Mumbai, IN

   Global Lead for Wealth Management Operations & Data Technology Driving Transformation, Reconciliation and AI/ML/LLM initiatives for Operations Driving Data Strategy and owning Data Distribution Platform For J P Morgan Private BankSignificant Achievements Delivered RAG based GenAI question answering solution from scratch to production Achieved measurable efficiencies by delivering foundational GenAI capabilities for Operations Migrated the data distribution platform from on-prem to AWS completely

Education

• University of Mumbai

  Bachelor of Engineering (B.E.)

• Indian Institute of Technology, Kanpur

  Master of Technology (M.Tech.)

• University of Oklahoma - Price College of Business

  Master of Business Administration (M.B.A.)

Skills

• Sdlc
• Solution Architecture
• Offshoring
• Software Project Management
• Performance Management
• Outsourcing
• Requirements Analysis
• Strategy
• Pre-Sales
• Business Development
• Stakeholder Management
• Solution Selling
• IT Service Management
• Program Management
• Risk Management
• Team Management
• Enterprise Architecture
• Business Strategy
• Business Process Re-Engineering
• Vendor Management
• Investment Banking
• Management
• IT Strategy
• Business Analysis