Bill Aheron
Program Manager, Wealth & Investment Management PMO at Wells Fargo
- Role
- Program Manager, Wealth & Investment Management Pmo at Wells Fargo
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Bill Aheron
A relationship builder who rapidly connects with and brings people together, Bill is a financial leader known widely as an innovative problem-solver who sees the strategic possibilities and solutions to problems that others don’t. Typically handed the most critical projects and issues, he excels at planning, building and leading teams, as well as persistence that consistently achieves objectives. I possess extensive experience in client management, investments, wealth and product development.Most recently as a Director in Grant Thornton’s Financial Services Advisory practice, he focused on helping front and middle office customer facing leaders in the financial services industry to improve the overall performance of their business by increasing financial performance, improving core operations and customer experiences and reducing costs to serve. Prior to joining Grant Thornton, Bill spent fourteen years at Bank of America as a Senior Vice President in a variety of roles across the enterprise, with deep experience in transformational change initiatives, wealth management sales and products. He holds two patents for retirement-related financial products. Previously, Bill worked for J.P. Morgan Chase for seven years in wealth management sales and product roles. He developed and deepened relationships with high net worth clients and advised individuals and families on an array of complex wealth planning and transfer issues.
Experience
Program Manager, Wealth & Investment Management Pmo
Jul 2019 — Present · Charlotte, NC, US
Education
Johns Hopkins School of Advanced International Studies (SAIS)
MA, International Relations and Affairs
1993 — 1995
Princeton University
AB, History
1984 — 1988
Duke University - The Fuqua School of Business
MBA
1999 — 2001
Skills
- Strategic Planning
- Risk Management
- Leadership
- Banking
- Management
- Portfolio Management
- Program Management
- Strategy
- Process Improvement
- Change Management
- Innovation
- Wealth Management
- Product Development
- Capital Markets
- Securities
- Crm
- Financial Services
- Investments
- Project Management
- Mergers
- Business Process Improvement
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