Jon is an independent senior advisor with over 40 years of experience in financial services, technology, and operations. He has held senior leadership positions at several global bulge-bracket banks. At Citibank, he served as the Global Head of Operations and Technology for the Institutional Client Group, where he led the global operations team processing $5 trillion in daily transactions and managed the technology team responsible for IT platforms supporting Citibank’s institutional business, including trading, securities settlement, and global payments. He held similar roles at Credit Suisse, Lehman Brothers, and Cendant Corporation.

Jon has served on the Board of Directors of Polaris Consulting Services and several non-profit and industry boards, including the Depository Trust and Clearing Corporation. He was also an Adjunct Professor in the MBA program at the University of Connecticut.

Currently, Jon serves on advisory boards for Investall Group, a FinTech company providing AI-powered tools for retail investors, and Transcend Street Solutions, a technology provider specializing in collateral management solutions for financial institutions.