Jenn Patterson
Director Portfolio Management Officer Agile COE- Wealth Management at UBS | New York City Metropolitan Area
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Jenn Patterson is a seasoned professional with over 21 years of experience in program management, currently serving as the Director Portfolio Management Officer at UBS within the Agile Center of Excellence for Wealth Management. In her role, Jenn is at the forefront of driving Agile transformation initiatives, particularly focusing on the integration of Agile methodologies within the Latin American market. Her leadership has been instrumental in transitioning the portfolio from Credit Suisse to UBS, where she has successfully built a strategic roadmap that prioritizes key projects and implements Agile tools across a substantial $47 million portfolio.
One of Jenn's key responsibilities includes leading the quarterly business review cycle and establishing Objectives and Key Results (OKRs) with robust governance and audit controls. This ensures that the portfolio remains aligned with UBS's strategic goals while fostering a culture of transparency and accountability. Her expertise in portfolio optimization and corporate governance allows her to navigate complex transformational initiatives seamlessly, ensuring that all stakeholders are engaged and informed throughout the process.
Jenn's extensive background in both Agile and Waterfall methodologies, coupled with her strong leadership skills, positions her as a pivotal figure in the financial services industry. Her previous experience at NBC Universal and Peacock Streaming Services has further honed her ability to manage technical projects creatively while building high-performing teams. With a keen eye for market research and vendor management, Jenn continues to drive innovation and efficiency within UBS, making her a valuable asset to the organization and the broader wealth management sector.
Director Portfolio Management Officer Agile COE- Wealth Management at UBS in January 2024 to Present
WMA Technology Agile at UBS COE Lead at UBS in March 2025 to Present
Executive Director Program Project Management Office at The Depository Trust & Clearing Corporation (DTCC) in August 2022 to June 2023
Director Technology Delivery Program Management Office, Peacock Streaming at Peacock in October 2019 to October 2021
Senior Director Program Management Engineering Delivery- PMO Operations at Charter Communications in October 2016 to July 2019
Director Global IT Program Management Technology Delivery at Universal Music Group in January 2013 to April 2015
Director Project Management Technology at American International Tours in January 2011 to January 2013
Assistant Vice President Program Management- Wealth Management, Commercial, Checking and Savings at Union Bank in January 2009 to January 2011
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Portfolio Optimization
Business Transformation
Corporate Governance
PMO Lead
Financial Services
Investment Governance
Agile Leadership
Email Marketing
Product Launch
Director Program
Standard Operating Procedure (SOP)
Agile & Waterfall Methodologies
Director Product
Product Road Mapping
Agile Methodologies
Product Delivery
Director Project
Org Design
PMO Development
PMO Design
Change Control
Product Marketing
PMO
Project Management
Leadership
Portfolio Management
E-commerce
Strategy
Process Improvement
Management
Digital Marketing
Program Management
Marketing Strategy
Online Marketing
Training
Organizational Effectiveness
Change Management
Vendor Management
Procurement
Business Process Improvement
Social Media
Product Management
Strategic Planning
Digital Strategy
Mobile Marketing
Web Marketing
Information Architecture
Creative Direction
Technical Project Leadership
Mobile
Interactive Marketing
Team Building
Market Research
Website Development
Search Advertising
Brand Development
Retail
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Discover more about UBSWhat is Jenn Patterson email address?
Email Jenn Patterson at [email protected] and [email protected]. This email is the most updated Jenn Patterson email found in 2026.
What is Jenn Patterson phone number?
Jenn Patterson phone number is +19808299692 and +18454297450.
How to contact Jenn Patterson?
To contact Jenn Patterson send an email to [email protected] or [email protected]. If you want to call Jenn Patterson try calling on +19808299692 and +18454297450. (updated on October 24, 2024)
What is Jenn Patterson net worth?
Jenn Patterson has an estimated net worth of -$20,000 to -$2,500
What company does Jenn Patterson work for?
Jenn Patterson works for UBS
What is Jenn Patterson's role at UBS?
Jenn Patterson is Director Portfolio Management Officer Agile COE- Wealth Management
What industry does Jenn Patterson work in?
Jenn Patterson works in the Financial Services industry.
Jenn Patterson Email Addresses
Jenn Patterson Phone Numbers
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