Jo Lees Email
Director Wealth Solutions @ SS&C Technologies
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Jo Lees Location
- United Kingdom
Jo Lees Work
- Director Wealth Solutions @ (July 2025 - Present)
- Senior Solution Consultant @ (September 2023 - September 2025)
- Platform Product Lead @ (February 2021 - August 2023)
- Senior Product Consultant @ (August 2013 - February 2021)
- Business Architect @ (January 2012 - August 2013)
- Lead Business Analyst @ (September 2010 - January 2012)
- Business Architect @ (August 2002 - August 2010)
Jo Lees Education
- Cardiff business school
- Pontypool Girls Grammar School
Jo Lees Skills
- Account Reconciliation
- Activity Based Costing
- Agile Methodologies
- Analytical Skills
- Asset Management
- Banking
- Business Analysis
- Business Process Design
- Business Process Improvement
- Business Requirements
- Business Strategy
- Coaching
- Communication
- Consulting
- Customer Relationship Management (CRM)
- Data Analysis
- Developments
- FinTech
- Finance
- Financial Services
- Functional Specifications
- Functional Verification
- Information Technology
- Leadership
- Payment Systems
- Payments
- Portfolio Management
- Presales
- Process Mapping
- Product Development
- Product Management
- Product Service
- Product Strategy
- Programme Delivery
- Project Delivery
- Project Management
- Requirement Specifications
- Requirements Analysis
- Requirements Gathering
- Retirement
- Scalability
- Shares
- Software Development
- Software Development Life Cycle (SDLC)
- Software as a Service (SaaS)
- Strategy
- Systems Analysis
- User Experience (UX)
- User Stories
- Wealth Management Services
Jo Lees Summary
- Jo Lees, based in United Kingdom, is currently a Director Wealth Solutions at SS&C Technologies. Jo Lees brings experience from previous roles at SS&C Technologies, Novia Financial Plc, GBST and Lloyds Bank. Jo Lees holds a Cardiff business school. With a robust skill set that includes Account Reconciliation, Activity Based Costing, Agile Methodologies, Analytical Skills, Asset Management and more. Jo Lees has 2 emails on RocketReach.
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