R. Joel Strauss
- Role
- Senior Business Execution Consultant, Vice President, Wealth and Investment Management at Wells Fargo
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Experience
Senior Business Execution Consultant, Vice President, Wealth and Investment Management
Jan 2022 — Present
Provide project planning, support, governance and oversight for a large, complex, WIM-wide Program (Vision) which will create a flatter, more nimble organization that delivers all products, services, and capabilities to all advisors and their clients • Regularly develop presentations for the WIM OC including status reporting, new initiative development, impact assessments, other topics as requested • Identify and escalate items requiring executive attention, responsible for engaging appropriate stakeholders, driving resolution, ongoing tracking of open items, and ensuring program-wide awareness of decisions/resolutions and associated impacts • Implemented centralized tracking solutions for Risks/Issues and process redesign metrics
Skills
- Access
- Business Development
- Bloomberg
- Financial Services
- Microsoft Excel
- Intercultural Relations
- Powerpoint
- Leadership
- Exception Management
- Intercultural Training
- Fx Spot
- Training
- Interest Rate Derivatives
- Equities
- Investment Banking
- Capital Markets
- Fixed Income
- Trading
- Derivative Operations
- Swaps
- Change Management
- Middle Office
- Securities
- Critical Thinking
- Credit
- Fx Options
- Large-Scale Data Analysis
- Management
- Microsoft Word
- Risk Management
- Process Improvement
- Client Service
- Bloomberg Terminal
- Back Office
- Fx Derivatives
- Settlement
- Financial Modeling
- Valuation
- Training Delivery
- Project Management
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