Received company mentoring certification (non degree) from MIT's Venture Mentoring Service (VMS).   Established in 2000, MIT VMS has assisted more than 1,450 startup ventures who have raised more than 1.4 billion in funding.

🧩 Operations Leader | 🦁 Digital Product Architect | 💰 Finance Guru | 💽 A Data Guy | 🚀 Startup Mentor | 🏞️ Board Member |  🧑‍🎓 Professor |  ☎️ Builder of Dreams💡

An innovative / collaborative leader who excels in both very large and startup companies.  I deliver amazing operating efficiency, digital products, & profits in high growth and fast scaling environments by leveraging employee / customer feedback along with detailed data insights yielding quick and impactful consensus execution. 

Foster a culture of mentoring and continuous improvement, encouraging experimentation, instruction & risk-taking.  Also, as a former Board Director of a NASDAQ listed company, led teams from two to 1,000 people. Always a great individual contributor as well. 

Advised, founded, or exited, over 100 startups. 

My history as a corporate storyteller and building businesses continues to deliver great results: engaging people and get them excited about what was in front of them, saving millions in operating costs, delivering amazing products resulting in millions of dollars in profits, providing data engineering along with financial modeling (achieving high customer and employee satisfaction), raising millions for companies, and directing banking activities (taken companies private or public).

Certified startup mentor from MIT, Adjunct Professor teaching Entrepreneurship / International Management at a top 5 International Business University and a top high school. 

Love working with international companies on US market entry.  

An expert in translating product vision, digital design and strategy into outcome focused roadmaps that communicate clear direction & digital product priorities across the organization. 

Worked cross functionally with many departments including technology, sales, operations, finance, marketing, legal, risk compliance & regulators.   

Great knowledge in many diverse industries: artificial intelligence, education, board leadership, Web3, FinTech, DeFi, decentralized applications, SaaS, payments, finance, POS, wealth management, technology, banking, digital transformation, private equity, process management, consumer, blockchain, crypto currency, government, and non-profit business areas.  

Have a MBA in finance and management with Six Sigma Black Belt / Lean (AI), product management/marketing, startup mentor & benchmarking certifications.  

Vision Statement: Inspire others around me to perform at their best levels without sacrificing personal integrity, growth, financials, or fun.  

Mission Statement:  Deliver great net worth, process efficiencies, operations & products for companies while having meaningful life impact for individuals & non-profit organizations.

jonathanfichman@gmail.com

An AI teaching tool called Walter transforming education with tutoring, mentoring, knowledge checks, automated assessments, grading, feedback, and integrates with existing content seamlessly.
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Education Ambassador

Help startup companies / founders achieve strategic growth & financial goals by providing awesome product management, operational guidance, consulting, mentoring and great leadership.  

I am engaged in assisting companies in many different industries with mentoring, strategy, capital raising,  investor relations, product scaling, product marketing, partnerships, streamlining operations, proprietary financial modeling and many other key tasks in the development of a new business.  The mentoring provided is one of passion and a drive for individual success.

Skills: Leadership · Consulting · Blockchain · Web3 · Product Strategy · Fundraising · Artificial Intelligence (AI) · Process Reengineering· Big Data Analytics · Internet of Things (IoT) · Digital Marketing · Project Management · Financial Modeling · Mentor · Operations · Sales · Six Sigma · Payments · FinTech · Investment Banking · Venture Capital · Startup Management · Marketing · Pricing · Six Sigma Black Belt · CRM Analytics · Predictive Analytics · Risk Analytics / Modeling · Creativity · Critical Thinking · Data Analysis · Research

Managing Director / Founder

Provide practical insight and teach both classroom and online settings within the highly ranked online International Business School.  Teaching is focused on international management and entrepreneurship courses.

Skills: Leadership · Entrepreneurship · Organization · International Management · Finance · Artificial Intelligence (AI) · Critical Thinking · Interpersonal Communication · Teamwork · Pricing · Six Sigma Black Belt · CRM Analytics · Predictive Analytics · Risk Analytics / Modeling · Creativity · Data Analysis · Research

Adjunct Professor

A $15 Billion FinTech Company.  

The product owner of a world class leading Treasury Management tool enabling Fortune 500 companies and financial institutions to manage corporate banking fees, corporate / bank administration activities and bank billing statement interface system.

Skills: Leadership · Blockchain · Web3 · Product Strategy · Product Design · Artificial Intelligence (AI) · Big Data · Big Data Analytics · Internet of Things (IoT) · Digital Marketing · Project Management · Forecasting  · User Experience · Banking · Payments · FinTech · Product Roadmaps · Agile · SaaS · Data Engineering · Cloud Technology · Marketing Analytics · CRM Analytics · Predictive Analytics · Risk Analytics / Modeling · Creativity · Data Analysis · Research

Divisional Head of Product Management

Serving on the Company’s Audit, Nominating and Governance, and Compensation committees.

Skills: Visionary Leadership · Executive Oversight · Goal-Setting · Strategic Planning · Advisor · SaaS · POS · Work Collaborator · Financial Acumen · Digital Marketing · Committee Work · Sarbanes Oxley · Overall Governance · Compensation · Organizational Restructuring · Product Strategy

Board Of Directors

Original Mentor, helping scale company from zero to raising over $500 million in investor funding.

Skills: Visionary Leadership · Executive Oversight · Goal-Setting · Strategic Planning · Advisor · SaaS · POS · Work Collaborator · Financial Acumen · Logistics · Operations · SaaS · Product Strategy· Financial and Data Analysis

Advisory Board Member

MERRILL LYNCH / BANK OF AMERICA – Miami, FL & Charlotte, NC; June 2005 – June 2015

*  Senior Vice President, Strategy, Execution & Product - International Wealth & Investment Mgmt. – February 2010 – June 2015.
*  Senior Vice President Product- US Trust – October 2007 – January 2010.
*  Vice President – Business Product Banking - September 2005 – September 2007.

During a decade at Bank of America/Merrill Lynch, I successfully led many international corporate product initiatives, including setting up a fixed income trading desk in the Asia Pacific region.  Additionally, I integrated and divested businesses for the global wealth management division, and implemented key revenue accelerators for financial advisors.  Finally, I lead data projects interpreting many data intelligence trends yielding greater profitability and customer satisfaction within the commercial banking and wealth management areas.

Skills: International Leadership · Consulting · Blockchain · Web3 · Product Strategy · P & L / Strategic Mgmt. · Process Reengineering· Big Data Analytics · Wealth Management · Risk & Compliance · Project Mgmt. · Financial Analysis · Smart Contracts · Operations · SaaS · Black Belt Six Sigma · International Operations · People Management · International Expansion · Merger Acquisitions · Divestitures · Marketing Analytics · CRM Analytics · Predictive Analytics · Risk Analytics / Modeling · Creativity · Data Analysis · Research

Senior Vice President International Business Wealth Management

An affluent municipality of 100,000 people with an operational budget of approximately $280 million.

With the Township of Cherry Hill New Jersey I authored a statewide purchasing card manual and implemented procedural guidelines which streamlined the efficiency of day-to-day public government operations.

Skills: Government Leadership · Purchasing Agent · Operations· Risk Management · Process Management · Forecasting · Budgeting · P&L Mgmt.

Director of Operations, Procurement and Insurance

Trade finance, business-to-business payment tool and FinTech company.  Firm closed and B2B payment/collection tool sold to Siemens Financial.

While at Actrade Financial Technologies, I created banking products that have become the best alternatives for short-term business financing solutions.  I served as the investor relations contact point. Also, I obtained multi-million-dollar evolving credit facilities, and developed a web-based processing mechanism for short-term borrowing. Additionally, I created a global product marketing campaign that focused on banking and non-banking financials.

Skills: Leadership · Consulting · Payments · FinTech · Product Strategy · Fundraising · Strategic Management · Process Reengineering· Marketing · Financial Analysis · B2B Processing · Operations · SaaS · Investor Relations · Startup Management · New Product Development · Marketing Analytics · CRM Analytics · Predictive Analytics · Risk Analytics / Modeling · Creativity · Data Analysis · Research

Vice President of Strategic Initiatives

My Wall Street analyst role captured Fortune 100 companies as clients, and served as their senior analyst and advisor. The main focus was on transportation companies.  With my pulse on the market, I aligned clients with large investors (buy side) and stock analysts (sell side), to introduce investors, evaluate overall stock (daily, weekly, monthly) and corporate financial performance.  Worked closely with C-Suite executives for key investor decision making.

Skills: Financial Analysis · Wall Street · Investment Banking · Transportation · Sell / Buy Side Analysis · Investor Relations · Sales · Daily Reporting ·

Senior Analyst

JONATHAN Fichman: 🧩 Operations Leader | 🦁 Digital Product Architect | 💰 Finance Guru | 💽 A Data Guy | 🚀 Startup Mentor | 🏞️ Board Member |  🧑‍🎓 Professor |  ☎️ Builder of Dreams💡 in Miami-Fort Lauderdale Area