Jonathan W. Berry III

Managing Director

Insurance & Investment Management Leader

Boston, MA +1.610.745.0849

Areas of Expertise

Jonathan Berry is a Managing Director in the Financial Services practice. He has more than 15 years of experience in the Financial Services industry assisting large financial institutions to navigate the complex regulatory and economic environment, specializing in complex operational and technology transformation efforts. 

As a Project Management Professional, Jon has provided program management and analytical support to his clients in the areas of business process reengineering, systems implementation, data conversion, large scale customer and transactional remediation efforts and operational and system control review projects. Jon has spent a significant amount of time over the last 18 months assisting our clients to understand the impact of the increased focus on unclaimed property in the Life, Annuity and Group Insurance businesses. 

He is currently assisting clients in responding to regulatory requests, comparing their various books of business to the DMF using Navigant’s DMF connect compare engine (DMF connect is a compare engine that mimics the criteria in various regulatory settlements including fuzzy matching logic, we have run millions of life insurance, annuity and group policies through our engine to compare to the DMF to produce matches and then work to understand contracts that were in force at the time of death), working with our clients to understand their potential liability and building the appropriate infrastructure to administer, track and report progress for existing or future settlements.

Education
BSBA, Finance, Villanova University
Certifications
PMP

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Jonathan W. Berry III

Managing Director

+1.610.745.0849

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