Meet our Head of Client Management North America

We are delighted to introduce Casey Lafer, our Head of Client Relationship
Management for North America with J.P. Morgan Workplace Solutions. Casey
brings extensive expertise and a strong commitment to delivering exceptional
client experiences. She will lead our North American Client Relationship
Management team and work closely with our global Client Relationship
Management team.

Casey joined J.P. Morgan three and a half years ago, working on the Digital Innovation
team at the firm’s Commercial & Investment Bank (CIB). There, she led a team of
product and strategy professionals dedicated to developing innovative solutions within
the financial services sector.

Prior to joining J.P. Morgan, Casey spent almost four years as a Manager at Deloitte
Consulting, focusing on innovation and customer experience across a variety of
industries including financial services, travel, and hospitality. She advised C-suite
executives with a problem-first approach, emphasizing the importance of prioritizing the
customer. Additionally, she co-led Deloitte’s Customer Strategy & Experience (CS&E)
group, an $80 million practice, collaborating with senior leaders to define strategy and
market approach. She prioritized talent retention and employee education.

Casey began her career at Bloomberg in the Analytics department, where she led the
Foreign Exchange, Commodity, and Technical Analysis Advanced Specialist Team for
North and South America. She managed a team of 11, collaborating with sales and
engineering to deliver optimal client experiences. Prior to joining Bloomberg, Casey
received her BA from Cornell University and her MBA from Harvard Business School.

“I’m thrilled to step into this role and team at Workplace Solutions. Our team’s
dedication is truly inspiring. This position lets me focus on my passion for outstanding
client experiences, and I’m eager to work closely with our talented Client Relationship
Managers. I’ll be a strong advocate for our clients and focus relentlessly on innovation
and exceptional experience.”

Casey Lafer, Head of Client Relationship Management, J.P. Morgan
Workplace Solutions

“We are thrilled to welcome Casey Lafer to our team. Casey has a proven track record
in management consulting, customer experience, and innovation. Finding root problems
and identifying the impact this will have on businesses and their employees has been a
hallmark of her career. Her ability to use data analytics and human-centric design to
create impactful solutions is truly impressive. She will be an invaluable asset as we
continue to deliver cutting-edge products and services that resonate with our clients
and stakeholders. We look forward to the positive impact Casey will have on our
organization and the exciting journey ahead.”

Jorge Martin, Head of North America, J.P. Morgan Workplace Solutions

Casey is based in New York, if you would like to reach out to her to schedule a meeting,
you can contact her via LinkedIn.