Robert Richardson

Capital Planning Manager at JLL

Role: Capital Planning Manager (Wells Fargo Account) at JLL
Location: Franklin Park, NJ, US
LinkedIn followers: 500 followers

About Robert Richardson

I’m a capital planning and operations leader with a background in mechanical engineering, project management, and over a decade of experience driving outcomes for Fortune 500 clients. I’ve led billion dollar portfolio planning efforts, transformed fragmented processes into centralized and standardized procedures, and become a trusted advisor to senior executives across real estate, finance, and other industries.Beyond technical fluency in tools like AdaptiveWork, Smartsheet, and Excel, I bring a creative and collaborative mindset — whether it’s cross-functional training 100+ people on new systems, using data to bring capital insights for clients, or helping teams adopt change with confidence. I’m passionate about solving complex problems at the intersection of people, platforms, and process.

Experience

Capital Planning Manager (Wells Fargo Account)
JLL
Apr 2024 — Present
I manage the development and governance of a $1 billion+ global capital plan for Wells Fargo, consisting of over 4,300 projects across multiple business lines. My mission is to turn fragmented planning efforts into a centralized, strategic engine for long-term decision-making.Highlights- Built and launched a standardized capital governance process, including executive presentations, SOPs, and a business division wide training initiative that drove full adoption and a 10% increase in forecasting insights- Navigated delayed enterprise software by developing a temporary solution in Excel, keeping our procedures on track and earning multiple client commendations- Built trusted relationships with senior leadership and became a go-to advisor for capital planning strategy, reporting, and tech improvements.

Education

The College of New Jersey
Bachelor of Science (BS)
2009 — 2013

Skills

Payment Card Processing
Avg Internet Security
Customer Service
E-Commerce
Social Media
Management
Ebooks
SEO
Strategic Partnerships
Strategic Communications
Marketing Strategy
Bb Press
Business Strategy
Online Marketing
Virtual Terminals
Start-Ups
Marketing
New Business Development
Leadership
Business Development
Ebook Publishing
Merchant Accounts
Buddy Press
Book Publishing
Payment Gateways
Web Hosting
Strategic Planning
Winrar Compression
Public Speaking
Wordpress

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for free See how it works

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.