Jeff Abbood

About Jeff Abbood

Highly motivated, highly educated finance professional with nearly 20 years of global…

Experience

1. Executive Director - Business Strategy and Execution - Investment Portfolio

   Wells Fargo

   Oct 2022 — Present

   Responsible for the Investment Portfolio (IP) and Treasury New Strategic Initiatives process, ensuring proper governance for front line assessment, IRM review, and executive approval of all new trading and hedging strategies executed by the IP and Treasury teams - Responsible for planning of the Treasury and Investment Portfolio Risk Committee - Responsible for the quarterly Enterprise Risk Identification and Assessment process and Risk Management Effectiveness processes for IP, ensure alignment in execution and reporting across all CIO aligned teams - Responsible for Policy Change Management in conjunction with other business managers to review all applicable policies for change impacts, and to assess implementation readiness and execute any needed implementation plans for any new/changed policies which impact across the CIO organization - Responsible for Regulatory Change Management for IP with Legal, Compliance, Public Policy, Control, and other partners as needed to ensure all proposed and implemented rule and changes are reviewed, properly dispositioned, and implemented as needed for IP and reported as needed to the proper governance forums - Responsible for change management routines between the IP trading teams and the IP Portfolio Strategy, Analytics, and Infrastructure team to prioritize BAU change management, business initiative tracking, execution readiness assessments, and implementation - Responsible for BAU reporting routines for the IP Business Management teams to provide better visibility on current and upcoming deliverables for the CIO organization- Drove RCSA readiness for the Corporate Development group as well as providing support across other CIO groups as needed and sharing best practices from prior experience - Prepare materials for IP Town Halls, External Audit meetings, and Regulatory Meetings

Education

• Florida State University

  B.S., B.S., Economics, Political Science

  2002 — 2006

• North Carolina State University - College of Management

  M.E., Economics

  2006 — 2008

• Lely High School

  High School Diploma, Honors & AP curriculum

  1998 — 2002

Skills

• Trading
• Capital Markets
• Fixed Income
• Prime Brokerage
• Bonds
• Risk Management
• Bloomberg
• Securities
• Options
• Loans
• Banking
• Analysis
• Project Management
• Portfolio Management
• Interest Rate Derivatives
• Financial Risk
• Financial Markets
• Credit Risk
• Derivatives
• Finance
• Equities
• Management