President and Founder
I started eBIS in 2002 to bridge strategic ideas and realized solutions for a financial services industry made increasingly complex by global financial and risk management regulation and sophisticated financial products. Specializing in investment management consulting and portfolio risk analytics, eBIS has developed an array of solutions in the areas of corporate investment policy, risk and profitability modeling, regulatory policy and compliance, and strategic reengineering, growing into a multi-million dollar professional services firm. Parlaying our expertise in investment risk management to the retail space, I led our registration as an investment adviser, allowing our firm to provide portfolio management and financial planning to individuals, endowments, trusts, and defined contribution retirement plans. eBIS has developed an international corporate client list that includes retirement plan sponsors, commercial and retail banks, asset managers, and investment banks, as well as retail investment management clients.
Prior to eBIS, I served as a portfolio manager for a Top 50 Registered Investment Adviser, as ranked by InvestmentNews. I managed complex investment portfolios for high net worth individuals and endowments/foundations, tailoring investment selection to a client’s risk tolerance, investment horizon, and tax circumstances. I served on the Investment Committee, guiding firm-wide investment and asset allocation strategy. I also co-authored the firm’s investment newsletter, distributed quarterly to over 750 clients. Earlier in my career, I led solution teams for two corporations, Oracle and Franklin Templeton Investments. Within Oracle’s Professional Services business unit, I managed client engagements focusing on the Enterprise Performance Management for Financial Services product line, enabling analysis of corporate risk and profitability across an enterprise. Clients included Washington Mutual, Commonwealth Bank of Australia, Development Bank of Singapore and Freddie Mac, with successful solution delivery in areas such as treasury costing, risk capital allocation, pro-forma forecast modeling and data warehouse development. At Franklin Templeton Investments, I managed strategic projects for the Chief Financial Officer, engineering solutions with cross-departmental teams to improve financial analysis and reporting. I began a career in finance as a commodities trader at the firm International Raw Materials.
I am a Chartered Financial Analyst (CFA) charterholder and Certified Financial Planner (CFP®) and graduated with honors from Franklin & Marshall College with a B.A. in Business Management. While at F&M, I received the Noel P. Laird Award for excellence in communication and played linebacker for the college’s football team, earning recognition on the Centennial Conference Academic Honor Roll.
Outside of work, I enjoy contributing to and volunteering for organizations dedicated to youth development, environmental preservation, and the ethical treatment of animals. At home in the Northwest, I tend to migrate outside, preferably for a back-country sport: trail running, hiking, skiing, paddling, or bike riding. I try to take my best canine friend, Morley, with me whenever possible.
Family is the greatest influence in my life. One in particular shapes many of my perspectives. My paternal grandfather grew up on a farm in rural Missouri during the Great Depression. Faced with crop price declines of up to 60%, he was forced to drop out of high school to earn income for his family. He headed to New England, where he found work with the Civilian Conservation Corps. Later, his uncle helped him find a job with Standard Oil. Scraping by, he saved where he could and sent the remainder of his earnings home to Missouri. Eventually, those savings amounted to enough capital for him to buy a gas station, which he ran successfully enough to start a new and used car business, Shannon Motors, which still operates today in Rhode Island. Continuing to save, he was able to put both of his children through Ivy League schools.
Strategic finance is a long way from Perry, Missouri. However, some principles apply to both. I learned important lessons from my grandfather: no matter what challenges arise in life, be happy when an opportunity presents itself, and make the most of it; never shy away from hard work; if you find success, save and reinvest. I’m humbled and inspired by my grandfather’s example and try to remind myself of these ideals as I make my own way in work and life.
Financial Officer, Legal Counsel and Operations Manager
Jean controls eBIS’s financial management, legal affairs, and operations. As financial officer, she oversees accounting, financial reporting, and planning. As legal counsel, she guided eBIS’s incorporation and oversees corporate structure, legal compliance, and corporate contracts. As operations manager, she manages contractor relationships and internal systems.
Jean brings to the eBIS team almost 30 years of experience in the areas of legal compliance, risk management, and corporate governance. Prior to eBIS, Jean served as Senior Counsel at IKON Office Solutions, a Fortune 100 company, where she managed the company’s legal affairs in the western region, including mergers and acquisitions, litigation, legal compliance, and regulatory adherence. Prior to IKON, Jean served as Vice President for General Liability and Risk Management at Costco, where she created a nationwide self-insured, self-administered general liability program and directed the Risk Management area of the company. Following law school, she worked as legal counsel for the law firms of Ballard, Spahr, Andrews and Ingersoll and DLA Piper.
Jean received her undergraduate and Juris Doctor degrees from Villanova University, where as a law student she graduated in the top 10% of her class and was named to the national who’s who of law schools. She is a non-active member of the bars of Pennsylvania and California.
In her spare time, Jean is active in the no-kill animal cause, having served as officer, board member, and executive director of a non-profit organization dedicated to the betterment of the lives of adoptable pets. She is an avid outdoor enthusiast and enjoys hikes with her dogs Poco and Cecil, as well as skiing, biking, and paddling.