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55E - RESO - AGMT - DEPOSITORY SRVS
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55E - RESO - AGMT - DEPOSITORY SRVS
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Last modified
12/1/2016 5:01:03 PM
Creation date
12/1/2016 4:49:35 PM
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City Clerk
Doc Type
Agenda Packet
Agency
Finance & Management Services
Item #
55E
Date
12/6/2016
Destruction Year
2021
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Responsibilities <br />Role Treasury Management Officer <br />Address 3 Park Plaza, Floor 9 <br />Irvine, CA 92614 <br />Phone (949) 833-6637 <br />Email jason.11.johnson @jpmorgan.com <br />Jason will continue to assist the City in resolving working capital and efficiency challenges by providing <br />information and offering ideas from the J.P. Morgan's Treasury Services team. <br />He will continue to: <br />• Recommend cash flow optimization strategies, including ways to streamline financial processes <br />• Assist the City in realizing day -to -day operational efficiencies in alignment with your treasury service goals <br />• Provide targeted information to you about new products, market developments and industry trends <br />• Monitor the City's implementation for successful service delivery <br />Biography <br />Jason Johnson is the treasury management officer that supports public sector entities in Southern California. He <br />has over 8 years of financial industry experience focusing on relationship, implementation and project <br />management with enterprise level clients. Through a background that includes treasury and credit card <br />processing, he has a deep understanding of the security and data protection requirements for the Government, <br />Not - for - Profit and Healthcare space. <br />Prior to joining JPMorgan Chase, Jason held positions including; Manager of Product and Implementation <br />leading a team of 8 product and implementation managers, Implementation Manager, Mortgage Loan Officer, <br />and has been a small business owner. <br />01/2o16 — Present Vice President, Treasury Management Officer, JPMorgan Chase Bank, <br />N.A. <br />• Primarily responsible for strategic account and cash management planning for <br />Government clients in Southern California <br />• Work alongside state, county and municipalities to strategize short and long <br />term solutions <br />• Treasury product resource for clients, partners and associates <br />01/2013 - 01/2016 Sr. Implementation Project Manager; J.P. Morgan <br />• Primarily responsible for the successful onboarding of new clients to the bank <br />for all core treasury products and services in the Government, Healthcare, <br />Not-for - Profit, and Higher Ed space <br />Ownership of the client experience to ensure a successful transition to ongoing <br />support with Client Service <br />• Experienced leading large, complex development projects with high visibility <br />throughout the organization <br />Page 9 J P. Morgan <br />55E -104 <br />
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