Jd Schurter
Executive Director & CFO
- Role
- CFO for Spg, Gst, and Credit s & t at Wells Fargo
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Jd Schurter
Dynamic finance leader in Corporate & Investment Banking with 15+ years of experience leading transformational change initiatives, developing sustainable and reliable processes, and building high performing teams. Experienced CPA known for clear and direct communication skills. Veteran of the United States Navy and Naval Reserve continues to serve community through volunteering initiatives and board service. Lifelong learner holds an MS in Finance from Georgetown University and an MBA from Illinois State University.
Experience
CFO for Spg, Gst, and Credit s & t
Jun 2023 — Present · Charlotte, NC, US
Senior finance officer supporting four fixed income businesses within CIB Markets Division engaged in investment banking, syndication, sales and trading- Provide strategic advisory to three executives in enhancing returns, capital management, new product analysis, expense optimization, and long term business planning- Lead a cross functional team of finance and risk professionals, and coordinate multiple stakeholders with distinct and dynamic interests in the direction and performance of the business- Responsible for monthly financial reporting and lead the budgeting, planning, and forecasting processes- Actively engaged in talent development through involvement with a variety of initiatives including early talent development, veteran hiring and training, and various mentorship programs including the Wells Fargo mentorship program, American Corporate Partners, Veterans Alliance Program and Hiring our Heroes, among others.
Education
Illinois State University
Master of Business Administration (M.B.A.)
2015 — 2017
Georgetown University McDonough School of Business
Master of Science - MS, Finance
2020 — 2022
Illinois State University
Bachelor of Science (BS), Accounting and Finance
2009 — 2011
Tidewater Community College
Associate of Science (A.S.), Business Administration and Management, General
2007 — 2008
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