Greg Merritt

About Greg Merritt

Senior Engagement Manager at Sia Consulting, currently working with the Information Management team in the Corporate & Investment Banking (CIB) business group within Wells Fargo (client). Recently finished a multiyear effort with the same bank and business unit on the LIBOR Transition, which wrapped up in 2023. Co-Founder, Co-Owner of TidalBall, LLC. Green Belt certified in Six Sigma methodology with 20+ years of experience in the world of Global Markets Operations & Analysis, Capital Markets, Change Control, Program and Project Management. Effectively manage resources and teams in regions all across the world and build/maintain relationships at all levels.

Experience

1. Senior Engagement Manager

   Sia

   Feb 2024 — Present · Charlotte, NC, US

Education

• College of Charleston

  Bachelor of Science, Business Administration

Skills

• Project Management
• Salesforce.com
• Capital Markets
• Edi
• Project Planning
• Fixed Income
• Vendor Management
• Financial Services
• Securities
• Portfolio Management
• Loans
• Sdlc
• Corporate Finance
• Derivatives
• Middle Office
• Financial Analysis
• Finance
• Back Office
• Settlement
• Relationship Management
• Business Requirements
• Training
• Sharepoint
• Asset Managment
• Process Improvement
• Equities
• Prime Brokerage
• Valuation
• Cash Management
• Analysis
• Banking
• Six Sigma
• Risk Management
• Investment Banking
• Credit Cards
• Management
• Financial Risk
• Asset Management
• Investments
• Credit