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Jonathan Fichman

Executive Operations & Product Leader specializing in FinTech, SaaS, and digital transformation

Kabot AdvisorsUniversity of MiamiFort Lauderdale, FL29 Years ExperienceExecutive Level

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Experience

Managing DirectorKabot Advisors · Jan 2015 – Presentfreelance
Adjunct ProfessorFlorida International University · Jan 2017 – Presentpart-time
Business & Entrepreneurship Teacher – A top tier US Rated Private SchoolAmerican Heritage Schools · Jan 2023 – Presentpart-time
Head of Product Operations ManagementFiserv · Jan 2019 – Jan 2022
Board MemberNet Element · Jan 2018 – Jan 2020part-time
Senior Vice President Strategy & Execution – International Wealth & Investment ManagementBank of America Merrill Lynch · Jan 2010 – Jan 2015
Senior Vice President - International Wealth & Investment Management, Australia & ChinaBank of America Merrill Lynch · Jan 2007 – Jan 2010
Vice President – Corporate Business BankingBank of America Merrill Lynch · Jan 2005 – Jan 2007
Head of OperationsCherry Hill Township · Jan 2003 – Jan 2004
Vice President, Operation HeadActrade Financial Technologies · Jan 1999 – Jan 2003
Senior Transportation Analyst - Reported to a senior partnerCarson Group · Jan 1997 – Jan 1999

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Education

University of Miamimaster, Business Administration
George Washington Universitybachelor

Languages

English

Certifications

Six Sigma Black BeltBenchmarking Certification - Bank of America / Merrill LynchDigital Product Management Certification - Pragmatic InstituteMarketing Certification - Pragmatic InstituteEntrepreneurship Mentoring Certification - Massachusetts Institute of TechnologyCertified in Product Management

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Connect with Jonathan

Jonathan already has a relationship with Reval, so a warm intro from us gets a much better response than cold outreach.

Typically responds within 24 hours

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Jonathan FichmanExecutive Operations & Product Leader specializing in FinTech, SaaS, and digital transformation