Jeremy Harpe MBA

Jeremy Harpe MBA

Client Implementation Manager @ Stock & Options Solutions @ UBS

About Jeremy Harpe MBA

Jeremy Harpe is a Client Implementation Manager at Stock & Options Solutions, currently working at UBS since 2019. He has extensive experience in project management and equity administration, having held various roles at notable firms including JPMorgan Chase & Co., BNY Mellon, and Morgan Stanley.

Work at UBS

Currently, Jeremy Harpe serves as a Client Implementation Manager at UBS within the Stock & Options Solutions division. He has held this position since 2019, contributing to the development and management of equity plans for both public and pre-IPO companies. His role involves overseeing the project and test management of onboarding equity plans onto third-party vendor systems, ensuring that the implementation process meets the specific needs of clients.

Previous Experience at JPMorgan Chase & Co.

Jeremy Harpe worked at JPMorgan Chase & Co. as a Vice President in Project Management from 2017 to 2018. During his tenure in the Greater New York City Area, he focused on managing projects that required strategic oversight and coordination across various teams, enhancing operational efficiency within the organization.

Education and Expertise

Jeremy Harpe earned his Master of Business Administration (M.B.A.) in Accounting from Keller Graduate School of Management of DeVry University, completing his studies from 2013 to 2015. He also holds a Bachelor of Business Administration (BBA) in Finance from Western Michigan University - Haworth College of Business. His expertise includes integrating equity administration with payroll vendors, particularly in areas such as year-to-date tax reporting and equity compensation reporting.

Background in Quality Assurance and Project Management

Before joining UBS, Jeremy Harpe accumulated extensive experience in quality assurance and project management. He worked at BNY Mellon as a Vice President and Quality Assurance Manager from 2005 to 2012. He also held the position of Quality Assurance Manager at Computershare from 2012 to 2017. Additionally, he served as an AVP, Stock Plan Implementation/Migration Manager at Morgan Stanley from 2002 to 2005, where he managed the implementation of stock plans.

Collaboration and Teamwork

In his current role, Jeremy Harpe collaborates with a diverse range of professionals, including General Counsel, Chief Human Resources Officers (CHRO), Controllers, Payroll Managers, Equity Administrators, International Directors, Brokers, and Transfer Agents. This collaboration is essential for ensuring successful launches of equity systems, highlighting his ability to work effectively within multidisciplinary teams.

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