Eric Hanes

Leader | Mentor | Veteran

Role
Senior Finance Analyst Wealth and Investment Management at Wells Fargo
Location
Charlotte, NC, US
LinkedIn followers
500 followers

About Eric Hanes

Talent Development, Operations Management, and Project Management professional with…

Experience

  1. Senior Finance Analyst Wealth and Investment Management

    Wells Fargo

    Apr 2022 — Present · Charlotte, NC, US

    Managed the risk and control program for the Financial Planning and Analysis business within the Wealth and Investment Management (WIM) segment. • Developed 13 operating procedures which fully captures key processes by describing execution steps, risk mitigation via control implementation, and policy requirements. Each document enabled a comprehensive view for partners to better understand risk mitigation tied to each corresponding process. • Directed testing response to evaluators through process and control walk throughs, evidence sharing, and remediation of issues, resulting in over 30 successful testing events and 100% testing success rate.• Prepared and presented risk mitigation related materials addressing change management, key insights and strategy, action plans, remediation of issues, and instruction to WIM peers and leaders.

Education

  • Joint Forces Staff College, National Defense University

    Masters-Level Certification

    2016 — 2016

  • United States Military Academy at West Point

    Bachelor of Science - BS

    1993 — 1997

  • U.S. Army Command and General Staff College

    Masters-Level Certification

    2010 — 2012

  • Missouri University of Science and Technology

    Master of Science - MS

    2002 — 2003

  • William & Mary – Raymond A. Mason School of Business

    Master of Business Administration - MBA

    2004 — 2006

  • The Tuck School of Business at Dartmouth

    Next Step: Transition to Business

    2019 — 2019

  • Syracuse University

    Project Management Course

    2021 — 2021

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Eric Hanes — Senior Finance Analyst Wealth and Investment Management at Wells Fargo in Charlotte, NC, US | Unifers