Verified recordFinancial Services

Jeff Klein

Divisional Leader of Strategic Planning & Portfolio Management at Edward Jones

Based in Lake St Louis, United States

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Seniority

Manager

Department

General Business & Management

Location

Lake St Louis

Industry

Financial Services

Company size

45K

Contact information

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Email

1 credit

j•••••••@edwardjones.com

Phone

5 credits

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Background

About Jeff Klein

SENIOR LEADER known for creating and transforming new areas of an organization to drive the highest possible efficiencies and return on investment. Key strategic highlights include: • Directed the creation of the first Project Management Office for MasterCard Technologies. • Created and deployed the first client server online customer application for a major Financial Services company • Led the creation of multiple corporate wide Centers of Excellence in Project Management, Testing and Process Improvement that was essential for global standardization and enhancing the focus on the bottom line as the company moved to public company entity. • Consolidated numerous MasterCard Testing organizations under one unified structure. Piloted and directed the company’s initial effort leveraging a new offshore model that gained substantial staffing efficiencies and financial benefits. • Greatly expanded and enhanced the Global Product and Customer Integration Team to become the key consulting arm for a 500+ person organization. • Implemented a consolidated organizational model focused primarily on Technology Process Optimization and Strategic Program Management to provide a more dedicated look at profitability and strategic alignment. • Established the first Management Trainee Program that drove enhanced employee satisfaction and corporate retention rates.

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