1. JEFFREY D. JONES
415 420-0827 jones1286@sbcglobal.net
PROFESSIONAL SUMMARY
Program Manager with 15 years’ experience of successfully launching, directing and managing highly visible, large
scale projects in Payments and Banking. An innovative leader, deftly combining analytical and creative abilities,
while consistently maintaining a strategic focus. An expert communicator, with the ability to articulate complex
issues clearly and effectively, while building and facilitating strong cross-functional relationships.
AREAS OF EXPERTISE
Strategic Planning and Leadership SDLC – Agile, Waterfall, RUP
Organizational Leadership and Development Requirements Development
Cross Functional Team Leadership Project Planning and Execution
Training and Leadership Development Risk Management Processes
Process Implementation Crisis and Problem Solving
Vendor Management Issue Tracking
KPI Reporting Data Analysis
Relationship Development Innovation and Change Management
PROFESSIONAL EXPERIENCE
Program Manager, WELLS FARGO CORP, San Francisco, CA, 2015 - present
Led a global team of SME’s providing technical guidance to UI development teams in the redesign of over 150
B2C and B2B applications on Wells Fargo’s Commercial Electronics Office Portal, which serves over 50,000
companies and 330,000 users.
Improved the user experience across all desktop and mobile/touch devices by working with management to
establish a UI governance process that significantly improved compliance with company and industry standards,
resulting in reduced quality assurance issues and decreased product defect levels.
Established multi-tiered support structure for application developers, which streamlined how developers and UI
framework interacted and greatly improved the knowledge base of developers throughout the company.
Documented and evaluated existing processes and procedures; made recommendations to drive process
improvements and drive team efficiency and effectiveness.
Successfully aligned business and technical stakeholders to develop budgets, roadmaps, and a strategic plan to
improve scalability and utility of software governance program.
Interfaced with various functional groups, project teams and other stakeholders to effectively resolve issues and
remove barriers to program success. Implemented and improved procedures and processes to optimize program
effectiveness.
Anticipated potential risks and issues and coordinated the team of SME’s to ensure compliance with PMO
standards and methodologies, as well as to implement remedies.
Served as internal spokesperson for the program, planning content and delivering communications to
appropriate audiences through various channels, including email and presentations.
Senior Project Manager, CHARLES SCHWAB & CO. INC, San Francisco, CA 2014 - 2015
Collaborated across all levels of the organization to support the administration and rollout of Schwab Intelligent
Portfolios Automated Investment tool.
Developed and managed detailed program plans that took into account all requirements, constraints, resources,
and deliverables associated with the defined objectives.
Led development of Volcker Rule Compliance program for over 500 trading desks, working with Legal team to
establish compliance practices, improve compliance efficiencies, and minimize risks.
Led development and production of weekly management reporting, resulting in improved consistency and
accuracy of project status reporting; supported all executive leadership meetings with agenda definition,
compilation of presentations and meeting notes.

2. JEFFREY D. JONES
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Senior Project Manager, JP MORGAN CHASE, Pleasanton, CA 2013 - 2014
Led a collaboration of all management levels, technical SME’s, and external vendors to develop and launch a
new Order to Pay enterprise SaaS payment processing system, consisting of updates to payment instruction file,
external and internal facing user interfaces, CRM tool, and backend payment processing. New product resulted
in improved customer experience and over $500 million in projected client spending.
Managed all project needs, including requirements definition, sprint planning and monitoring, document and
checkpoint approvals, risk identification and planning, issue resolution, conflict resolution, and application
deployments.
Collaborated with JP Morgan Chase Executive, Legal, Control and Compliance teams to ensure that all projects
were in compliance with JP Morgan’s Product Development Framework, New Business Initiative Approval
process, and all Key Controls.
Worked with PMO leadership to establish effective program management processes and regular executive
updates. Developed and built reporting processes and templates, scorecards, and document repositories using
MS SharePoint.
Collaborated with technical project managers to successfully transition organization to Agile methodology,
while ensuring strict compliance with all industry, regulatory, and company standards. Managed backlog
prioritization and scrum planning. Developed new user story backlog tool using MS SharePoint.
Led a collaboration of all management levels and process improvement experts to create and successfully
implement a revamped change control process, including development of document repositories and a
revamped change management process, resulting in a 90% reduction in CR backlog.
Project Manager, FEDERAL RESERVE BANK OF SAN FRANCISCO, San Francisco, CA, 2009 - 2013
Senior Business Analyst, FEDERAL RESERVE BANK OF SAN FRANCISCO, San Francisco, CA, 1995 - 2009
Coordinated cross-functional, geographically distributed teams of SME’s, department managers, and staff
members to complete critical projects to standardize accounting procedures and reconfigure external facing
applications for cash ordering systems.
Collaborated with business managers to complete over 50 separate initiatives to standardize supplies and
equipment across all 30 cash handling offices. Monitored and enforced compliance with standardization
initiatives.
Coordinated effort to renumber over 10,000 currency handling containers in all cash offices, in support of
system wide upgrade of Federal Reserve cash handling infrastructure.
Effectively managed monthly and quarterly executive management reporting through advanced analytic
support, data management, and establishment of efficient reporting processes.
Headed cross-functional team to convert all financial institutions to online regulatory reporting, increasing data
submission and online subscribers 400%, achieving 80% reduction in data entry costs, improved customer
satisfaction, and substantially improved staff productivity. Secured the highest participation rate in the Federal
Reserve System, exceeding original benchmarks and resulting in cash bonuses for all team members, as well as
promotions for three employees.
Supervised data collections from hundreds of regional depository institutions, leading quantitative analysis and
the preparation of weekly, quarterly, and annual statistical reports for Board of Governors.
Implemented changes to automated data collection systems resulting in updated report series and a 25%
increase in data collected.
Performed comprehensive weekly, quarterly, and annual data analysis of monetary aggregates, credit card, and
loan portfolios to produce standard and ad hoc reports.
EDUCATION & TECHNICAL SKILLS
B.A., Economics, San Francisco State University, San Francisco, CA
Technical skills: Access, Excel, PowerPoint, MS Project/Project Server, Word, Visio, SharePoint, JIRA/Confluence