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Jesse Margareten
Executive strategy and operations leader specializing in financial services and public policy
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About
Operator with experience spanning EY audit, startup strategy/operations, Google, and bank strategy at BHI. Brings a rare mix of financial analysis, startup execution, big-tech operating rigor, and financial-institution product implementation, including DocuSign digitization, a white-labeled credit card launch, and CDARs rollout.
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Key Strengths
- cross-functional leadership across bank stakeholders
- financial services strategy and operations
- vendor management and contract negotiation
- process digitization and operational improvement
- new product implementation in banking
- project execution through structured communication cadences
- startup operating experience building processes from the ground up
- sales and CRM process ownership
- risk-aware process mapping in regulated environments
- dashboard and tracking system development
- Manages ~10 concurrent cross-functional initiatives as VP of Strategy & Project Management
- Led enterprise DocuSign rollout across a bank coordinating Legal, IT, Operations, and Front Office
- Built executive dashboard at Google for global public policy meetings; added 1–5 sentiment scoring to improve insight
- Developed business plan to evaluate whether to replace an unpopular system vs invest to make it work, guiding resourcing decision
- Pre-aligns senior leaders via 1:1 conversations to reduce surprises and drive accountability
- Facilitated alignment between conflicting IT and Operations leaders through detailed options presentation and stakeholder management
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