Summary
Overview
Work History
Education
Skills
Timeline
Generic
Glenn F. Ross

Glenn F. Ross

Charlotte,NC

Summary

A strong background of financial leadership, wealth management strategy, payments experience, and advising in data, analytics and artificial intelligence. Has had senior leadership in several mergers and implementations, along significant financial services experience and portable data knowledge.

Overview

19
19
years of professional experience

Work History

Senior Consultant

IBM CONSULTING
03.2021 - 06.2022
  • Led Data, Analytics & Artificial Intelligence practice, $50M+business.
  • Developed Artificial Intelligence solutions for claims business of Top Global P&C Insurance company, $10M+ deal.
  • Project management over insurance and banking engagements.
  • Relationship management of clients.

Senior Services Manager

Cognizant
05.2019 - 08.2020
  • Led Data, Analytics & Artificial Intelligence relationship with Credit Suisse. Had 130 associates at client and $50M+ relationship.
  • Sold and led engagements in Asset Management, Private Banking, and Investment Banking, which all required Capital Markets enablement.
  • Left Cognizant/NYC because of COVID-19 and NYC was epicenter in U.S.

Senior Auditor and Market Analyst

Analytically Driven, LLC
05.2012 - 05.2019
  • Performed Audit of ALCO committee for Bank of North Carolina.
  • Performed Audit of Capital Markets and Mortgage business of Towne Bank.
  • Developed Uses Cases for MasterCard.
  • Developed custom analytical reporting software for financial services provide.
  • Solved Regulatory issues for Capital Markets for Investment Banking and Wealth Management at Bank of America.

Senior Consultant

Accenture
05.2010 - 04.2012
  • Led North American Banking Client Strategy Practice, $50M+
  • Sold and led data/analytics capabilities and infrastructure engagement for Top 20 U.S. Bank.
  • Developed strategy, executed and led engagement with Top 5 U.S. Bank to rectify data and calculation errors in internal financial reporting on intranet.
  • Previous engagement led to total rewrite of all SAS code on SAS farm of client.
  • Project management of several engagements.

Senior Market Risk and Acquisitions Leader

G.F. Ross & Company
02.2009 - 05.2010
  • Advised PNC CFO in implementation of acquisition of National City Bank.
  • Was team of 15 that won PNC/National City Bank merger implementation strategy and execution.
  • Co-led implementation strategy and execution for Wealth Management in PNC acquisition.
  • Left position to become Senior Executive at Accenture.

Finance and Payments Senior Manager

Bank Of America
12.2005 - 02.2009
  • Analyzed financial statements against forecasts to prepare high-level variance analysis, within $25B business.
  • Served as Quality and Productivity Executive for Image and Electronic Payments Service
  • Served as Change Management Executive during LaSalle Bank acquisition and responsible for bringing all corporate and investment banking businesses into GCIB.
  • During financial crisis of 2008, led the monitoring and reporting of Investment Bank's daily liquidity position; reported to Joe Price, CFO, everyday at 5:00
  • Led integration of all LaSalle Bank's corporate and investment banking businesses into GCIB.
  • All financial presentations done for Ken Lewis, BAC CEO, Joe Price, BAC CFO, John Thain, Merrill Lynch CEO, and Brian Moynihan, BAC GCIB President.

Managing Consultant

IBM
01.2005 - 11.2005
  • Developed strategic relocation and execution plan for derivatives operations (Capital Markets) of large investment bank.
  • Led engagement to build strategic data infrastructure for very large automobile club in U.S.
  • Drove financials for strategic decision-making acquisition-implementation team of Top 5 U.S. Bank
  • Project management of several engagements at the same time.
  • Left IBM because Bank of America recruited to become Executive.

Head of Client Strategy

Key Bank Wealth Management
08.2003 - 01.2005
  • Led Client Strategy for High Net Worth, Private Bank and Retail Segments in Wealth Management.
  • Developed Clustering Segmentation Strategy that prioritized Financial Advisors book of business to client urgency, highest revenue opportunity, and wallet share saturation, resulting in excess of $120M generated in one year on existing clients only ($750M book of business).

Education

Master of Arts - Economics

Vanderbilt University
Nashville, TN
06.1999

Bachelor of Arts - Economics

Valparaiso University
Valparaiso, IN
05.1990

Skills

  • Financial Management
  • Performance Measurement
  • Strategic Planning
  • Acquisition Planning
  • Profit Growth Strategies
  • Business Improvement
  • Operations Management
  • Strategy Development
  • Best Practices and Methodologies
  • Performance Management Strategies
  • Training Junior Team Members
  • Succession Planning

Timeline

Senior Consultant

IBM CONSULTING
03.2021 - 06.2022

Senior Services Manager

Cognizant
05.2019 - 08.2020

Senior Auditor and Market Analyst

Analytically Driven, LLC
05.2012 - 05.2019

Senior Consultant

Accenture
05.2010 - 04.2012

Senior Market Risk and Acquisitions Leader

G.F. Ross & Company
02.2009 - 05.2010

Finance and Payments Senior Manager

Bank Of America
12.2005 - 02.2009

Managing Consultant

IBM
01.2005 - 11.2005

Head of Client Strategy

Key Bank Wealth Management
08.2003 - 01.2005

Master of Arts - Economics

Vanderbilt University

Bachelor of Arts - Economics

Valparaiso University

Similar Profiles

CREATE PROFILE
Glenn F. Ross