John Bovatsek joined Oakbrook in 2004 and is responsible for managing the WealthWorx© Process Solutions practice.

Recognized through the launch of WealthWorx© as an expert and visionary in the application of Business Process Management for Wealth Management, John has been providing leadership in large scale systems and operational initiatives for over 15 years. He brings an extensive background in strategic consulting, change management, and business integration services in the areas of investment processing, management, trading, administration, risk management, and compliance. His specialty is in architecting business process outsourcing, application services and integration arrangements in order to maximize value for his clients. Prior to joining Oakbrook, John held positions as Client Services Director, Service Quality Program Manager, and Product Manager at SEI Investments and formerly served as an Information and Engineering Systems Officer in the US Navy.

John holds an interdisciplinary Masters degree in the Management of Technology awarded jointly by the University of Pennsylvania School of Engineering and the Wharton School of Business. He also holds a Bachelor of Engineering degree from the Georgia Institute of Technology and is a certified Project Management Professional.

John Jarrett has more than 20 years of experience working in the financial services industry across retail banking and head office environments. His primary area of focus is loan origination for the independent financial planner channel. For the last 18 months, he has led AGF Trust’s project to launch BPM into the organization. Jarrett’s role is to lead the business process design team and meet AGF Trust’s mandate to extend BPM across the enterprise, and innovate existing processes.