Trey Fisher

Trey Fisher has a diverse work experience that encompasses various roles and responsibilities. Trey currently holds the position of Vice President, Research Business Management & Operations at OpenInvest, a J.P. Morgan company. In this role, they are responsible for developing and implementing the overall strategy for the OpenInvest research team. Trey also serves as the Chief of Staff for the Head of Investment Research and oversees research data and solutions development.

Prior to their current role, Trey worked at J.P. Morgan as a Vice President, Managed Solutions Operations. In this position, they served as the Project Lead/Product Owner for the integration of ESG capabilities from OpenInvest into J.P. Morgan. Trey led a team of Project Managers and was responsible for a product portfolio covering various areas such as Client Reporting, Products, Online Trading, Methodology, and Data Integration.

Before joining J.P. Morgan, Trey gained valuable experience at HSBC as a Vice President, IFRS 17 Project Manager. In this role, they directed strategic resource inputs and program governance initiatives to ensure HSBC's compliance with IFRS 17 regulations. Trey mobilized a team of SMEs and business analysts across finance, actuary, business impact, and risk management to develop fit-for-purpose solutions in management information, forecasting, investor relations, and controls assurance.

Trey's work experience also includes a role as an MBA Consultant at A.T. Kearney, where they advised a multinational conglomerate client on CAPEX investment opportunities, product placement strategies, and new market opportunities. Trey partnered with A.T. Kearney to provide strategic insights and recommendations.

Additionally, Trey has worked at Gartner in various positions. As a Senior Account Advisor, Large Enterprise, they led the design and implementation of complex consulting and technology solutions for Fortune 500 clients. Trey also conducted research and analysis to produce tailored recommendations for clients. In another role as the Commercial Support Manager, Large Enterprise, they piloted a dual-business development and account management team, achieving high team promotion rates. Trey also served as a Senior Account Management Advisor, balancing business development and service needs to drive growth in key US markets.

Earlier in their career, Trey worked as a Project Manager at the Greater San Marcos Partnership, where they supported the design and execution of the organization's strategic plan for regional economic development. Trey collaborated with the CEO and Board to create industry target plans and performance metrics.

Overall, Trey Fisher has a strong background in strategy, project management, and business operations, demonstrated through their contributions in multiple organizations across different sectors.

Trey Fisher graduated from The University of Chicago Booth School of Business in 2019, obtaining a Master of Business Administration (MBA) degree. Prior to that, they completed their Bachelor of Arts in Economics and International Studies at Texas State University from 2008 to 2010. Before their undergraduate studies, Trey attended Schiller International University from 2006 to 2008, majoring in International Relations and Affairs. Additionally, they obtained certifications in Project Management Professional (PMP) from the Project Management Institute in June 2021 and Lean Six Sigma Green Belt (ICGB) from Aveta Business Institute in 2020.