Edward Edelman, PMP

Doer
DISC Type : ds

AML KYC Technology Program Management M at JPMorgan Chase & Co.

New York, New York, United States

Overview

Edward is a seasoned AML KYC Project Manager at JPMorgan Chase & Co. , specializing in delivering complex initiatives against regulatory commitments and compliance gaps. An expert in Agile environments, he has a long history of success at top-tier firms like UBS, Citigroup, and Standard & Poors. Colleagues describe him as an innovative, versatile, and exceptionally experienced leader.

His career is marked by a deep focus on remediating customer and stakeholder needs through technology and compliance program management, including leading efforts for ESMA and Cross Border Data Privacy.

Personality Overview

Strategic Planner

Long-term Focused

Risk-Accepting

Reading between the lines and seeing beyond your words comes naturally to them.  They exhibit a rare combination of being result-oriented but patient at the same time. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

AML/KYC Controls
Manages programs addressing OCC Consent Decrees, MRA's, and regulatory commitments related to Anti-Money Laundering and Know Your Customer frameworks.
Agile Delivery
A proven leader in converting business and technology teams to AGILE delivery and product-based architecture.
Regulatory Remediation
Extensive experience managing programs to address regulatory findings, including ESMA compliance and global data privacy laws across over 100 countries.

Media Appearances

Edward has no verified media appearances

Work History

11-2016
AML KYC Technology Program Management M at JPMorgan Chase & Co.
5-2016 - 10-2016
Senior Information Technology Project Manager at UBS Wealth Management Americas
12-2015 - 1-2016
Senior IT PM for ESMA Compliance Program at Standard & Poors
8-2012 - 7-2015
Vice President Compliance & Credit Risk Services at Citigroup
4-2011 - 4-2012
Program Management Trade Surveillance at Citigroup

Education

2001 - 2024
PMP from Project Management Institute
English from Queens College, C.U.N.Y.

More Information

Social Presence :

Prographics :

Exp : 40 Location : New York, New York, United States Job Level : N/A Designation : AML KYC Technology Program Management M at JPMorgan Chase & Co.
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Insights For Selling To Edward

During A Call Or A Meeting

DO's

  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • Stick to your standard pitch and qualifying script, don't try to wing it
  • Suggest clear next steps with confidence, don't be vague or hesitant

DONT's

  • Don't go over them unless you are left with no other option
  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Avoid putting conscious effort into relationship-building

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Edward is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Edward

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Edward move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Edward take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Edward

Personality Compatibility


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