Executive Overview

Chief Information Officer, Home Loan Investment Bank (2016 - 2023)

Under the leadership of Mr. Barrett, the IT and Marketing landscape of the bank underwent a transformative journey highlighted by the delivery of a strong cybersecurity program, a first-class digital experience and optimization of the bank's infrastructure and service delivery across 10 locations. Reporting directly to the Chairmen and CEO, he has consistently engaged with top-tier stakeholders, ensuring transparency, and driving IT initiatives that resonate with business objectives. As the Chairman of the IT Steering Committee, he directed the IT and Marketing teams to deliver efficient, compliant, and innovative services.

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Signature Achievements:

• Cybersecurity and Information Security:  Developed and led the implementation of a robust Cybersecurity Program, ensuring it met all audit and regulatory prerequisites.  This included the implementation of solutions and services that provide the appropriate layers of defense required within financial services.

• Digital Transformation:  As the catalyst for the bank’s new digital strategy, developed and delivered the digital banking roadmap that included the .COM redesign, online banking redesign, online payment system upgrades, digital loan applications, eStatements and online account opening for deposit accounts. These new delivery channels increased the bank’s footprint by efficiently leveraging the collection of information to open and services accounts for customers from throughout the country.

• Risk and Compliance Leadership: Executive providing significant contributions in successfully leading bank or teams through dozens of internal audits and numerous regulatory exams.

• Core Banking Transformation: For community banks, a core banking migration isn't just a technical overhaul; it's a transformative leap that influences every aspect of their operations. Jonathan led the selection, negotiation, and implementation of the banks change in core banking providers with a small team of internal resources on an accelerated timeline.

• Organizational Development: Central to Jonathan's success at the bank was his adept reshaping of the IT and Marketing teams. Harmoniously integrating full-time professionals with external service providers, he curated a seamless mix that provided operational cost-effectiveness, effective security, and stable service performance. This approach to team structure underscored his profound understanding of organizational dynamics and resource management.

• Digital Marketing:  Utilized the digital solutions implemented to build a robust digital marketing program. Integrated a variety of tools such as SEO, social media, Google advertising, website lead forms, QR codes, and other resources to double the Bank's marketing spend and returns. 

• Strategic Program & Project Management: Led the development and implementation of the 3-year Strategic IT Roadmap encompassing all platforms and services within the bank.

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Vice President - Sr. Digital Product Manager, Citizens Bank (2014-2016)

​Jonathan played a pivotal role on the digital strategy team at at Large National Bank based in RI. His sound understanding of business objectives, client needs, technology services and digital capabilities enabled him to forge partnerships between FinTech’s, the Bank's business Units - Wealth Management, Consumer Credit Card, and Consumer Mortgage - and the centralized Citizens Digital Strategy group.

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Signature Achievements:

• Product Manager: Led the integration of various digital enhancements and features for the Bank's Credit Card and Mortgage products. Provided strategy development and implementation support to critical web account opening and .COM redesign programs. Key stakeholder in the evaluation and selection of Wealth Management robo-advisor fintech solution.

• Business Transformation / Relationship Management: Led the development and organizational transition for digital services and alignment between the Digital Strategy team and decentralized administrative groups supporting various digital portals and features.

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Vice President - Director of System Services, Citizens Bank (2010 - 2014)

In this critical leadership role for a large national Bank's Contact Centers, the focus was on directing multiple teams and services to bolster technology operations. With direct management over Production Support, Application Development/Maintenance, BI/Reporting, Technical Risk Management, and Program/Project Management, there was a broad spectrum of responsibilities.

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Signature Achievements:

• Business Transformation: Commended for leading the Technology Services Centralization Program early in his tenure. This initiative was instrumental in consolidating all technical resources into a singular, centralized structure. Following this alignment, a comprehensive technology roadmap was crafted for the Contact Centers. This roadmap ensured optimal support for the extensive business line by effectively utilizing dedicated resources and tapping into centralized services and vendor partnerships.

• Contact Center Program Manager: Define roadmap, develop and prioritize projects required to optimize Contact Center Technology environments. Platforms include a centralized Agent Desktop Platform (BPM), Telecom/Data infrastructure solutions, BI/Reporting, Workforce Mgt, Call Recording/Screen Capture, 3rd Party CallCenter Sites, and various others.

• Leadership & Management: Direct a team including team managers, developers/database analysts, testers, system analysts, application engineers, solution architects, project managers and various contract resources. Foster
  collaboration with Contact Center business line and critical stakeholders across the bank as the senior technology services partner.

• Global Operations: Technical executive responsible for 24x7 technical support across six locations, including an outsourced call center partner, serving over 1,200 users and managing 60+ applications. Consistently improved services to provide prompt incident response and seamless service delivery. 

• Risk and Compliance Leadership: Recognized for the ability to identify, manage and remediate technical and information security risk challenges to adhere to the Bank's
  Information Security and Regulatory standards. (GLBA, PCI, etc.).

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Sr. Project Manager - Andera, Inc. (2010 - 2014)

The Andera Platform is designed to automate the customer acquisition (online account opening) process throughout a financial institution's various delivery channels, including their branches, call centers, and web sites. Andera was a leader in providing account opening technology and services to various financial institutions and was purchased by Bottomline Technologies.

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Signature Achievements:​

• Digital Strategy Leadership: Directed financial institution customer acquisition/new account opening projects. Led cross functional teams including bank executives, marketing directors, technology directors, compliance directors, development engineers, quality assurance testers and product development throughout system development life cycle.

• Business Strategy (fintech): Leader in organizational and operational process development during key growth phase for SAAS organization supporting hundreds of financial institutions.

• Project/Program Management: Consistently a top performer across all project management KPI's including setup revenue, annual revenue, customer survey score, cycle time, margin and quality. Concurrently managed an average of 15 customer facing projects and 2-3 operational initiatives.