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Barbara Lloyd Location
Wilmington, DE, US
Barbara Lloyd Work
CFO, Technology, Data and AI - Asset and Wealth Management @ (July 2024 - Present)
CFO, CAO, Product and Experience - Chase Consumer and Community Banking @ (July 2022 - June 2024)
Chief Financial Officer, Product and Technology - JPMorgan Wealth Management @ (March 2020 - January 2023)
Head of Business Planning and Portfolio Management - Consumer Banking, Wealth Management @ (April 2017 - March 2020)
Executive Director of Business Planning - Card Services @ (November 2014 - March 2017)
Senior Marketing Manager, AARP and United Airlines Credit Cards @ (October 2010 - October 2014)
Business Process Manager, Marketing Operations @ (April 2007 - October 2010)
Senior Audit Officer @ (July 2003 - March 2007)
Barbara Lloyd Education
Alfred Lerner College of Business & Economics at University of Delaware
Bachelor of Science - BS (Business Administration and Management, General)
2001-2003
Barbara Lloyd Skills
Agile & Waterfall Methodologies
Artificial Intelligence (AI)
Business Planning
Business Process Improvement
Business Strategy
Customer Acquisition
Customer Experience
Data Analytics
Digital Marketing
Dyslexic Thinking
Finance
Financial Services
Financial Strategy
Internal Audit
Leadership
Management
Marketing
Marketing Strategy
Operations Management
Portfolio Management
Portfolio Optimization
Project Management
Public Speaking
Relationship Management
Barbara Lloyd Summary
Barbara Lloyd, based in Wilmington, DE, US, is currently a CFO, Technology, Data and AI - Asset and Wealth Management at JP Morgan Chase & Co. Barbara Lloyd brings experience from previous roles at JPMorgan Chase & Co.. Barbara Lloyd holds a 2001 - 2003 Bachelor of Science - BS in Business Administration and Management, General @ Alfred Lerner College of Business & Economics at University of Delaware. With a robust skill set that includes Agile & Waterfall Methodologies, Artificial Intelligence (AI), Business Planning, Business Process Improvement, Business Strategy and more. Barbara Lloyd has 2 emails and 3 mobile phone numbers on RocketReach.
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