Jason Fabozzi

Jason Fabozzi has a diverse work experience spanning over several companies. Jason currently serves as the Senior Vice President and Managing Director of Business Development Solutions at City National Rochdale, where they are responsible for providing Salesforce and CRM-related capabilities to the Wealth Management and Private Banking divisions. Jason also recruits, develops, and leads a team to fulfill these responsibilities. Prior to this, Jason worked as a Program Manager at Bridgewater Associates from 2017 to 2018.

Jason has a long history with Bridgewater Associates, where they held multiple roles including Transformation Lead in the Transformation Department, Process Lead for Client Relationship Management, and Program Manager for Client Service Technology. In these positions, they led various initiatives such as managing large cross-departmental change initiatives, designing teams and processes for managing institutional clients, and overseeing the development of systems for portfolio analysis and relationship support.

Before their time at Bridgewater Associates, Jason worked as an Executive Director at Morgan Stanley Global Wealth Management, where they led multiple projects to renovate client reporting systems for retail investors. Jason implemented new products and developed designs and information architecture for client statements.

Prior to that, Jason served as an Associate Partner at IBM Global Business Services, where they advised and developed solutions for Fortune 500 companies in the Financial Services Customer Relationship Management practice. Jason was responsible for revenue, client relationships, talent management, and project delivery.

Jason also held a role as a Principal Consultant at PwC Consulting, where they gained experience in management consulting, and as a Management Associate in Sales at Empire Blue Cross Blue Shield.

Overall, Jason Fabozzi has a strong background in program management, transformation, client relationship management, and CRM.

Jason Fabozzi earned a Bachelor of Arts (B.A.) and a Bachelor of Science (B.S.) in Communications and Public Policy and Management, respectively, from the University of Pennsylvania between 1988 and 1992. Jason then pursued an MBA degree from The Wharton School from 1999 to 2001. Jason also holds a Professional Scrum Product Owner certification from Scrum.org.