Rosalee Gordon

Group Chief Operating Officer JMMB Group

Rosalee brings over 20 years of leadership experience in business growth & enablement, operations, risk, and control management across global financial institutions. She has held executive roles at Wells Fargo, Barclays, Bank of America, and Goldman Sachs, driving strategic initiatives and operational excellence. She is passionate about innovation, leadership development, and community engagement. Rosalee holds a BA from St. John's University and is pursuing postgraduate certification in Venture Capital and Private Equity at Columbia Business School.

Tuesday, Jan 26: Change & Transformation Day 1

9:00 AM BUILDING A SCALABLE, DATA-DRIVEN BANK: JMMB’S 24-MONTH TRANSFORMATION JOURNEY

Rapid growth, legacy systems, and rising customer expectations have created the need for a step-change for JMMB in how the bank operates and delivers value. Over a 24-month horizon, the bank is reshaping its operating model around four pillars: operating model redesign, operational efficiency, modernized technology, and a scalable, data-driven infrastructure, targeting a 20% reduction in operational costs. In this case study, JMMB's CTRO and COO will walk through how they are:

• Reshaping the operating model to drive better decision-making across the organization & enhance customer experience

• Moving from an on-prem, fragmented tech landscape to cloud-based, AI-ready platforms

• Democratizing data to enable AI use cases and increase straight through processing

• Modernizing core platforms across banking and investments that embed AI for real-time efficiency gains

• Managing change, execution rigor, and outcome tracking in an already overloaded organization

Check out the incredible speaker line-up to see who will be joining Rosalee.

Download The Latest Agenda

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