Jeffrey Pate
Des Moines,IA
Summary
A versatile, highly accomplished, and seasoned leader with 26 years of experience in program management and project management. Results-driven team leader proficient in delivering long-term, large-scale solutions in complex environments by providing vision, direction, and expertise to executive leadership, project leads, and teams to anticipate and manage change impacts. Motivational leader skilled at collaborating with key stakeholders to promote program success and meet business goals and objectives. Highly effective at coaching staff, reorganizing teams and refocusing groups to meet new targets.
Overview
28
28
years of professional experience
Work History
Program Management Consultant
Fidelity & Guaranty Life
2019.06 - 2024.02
- Led the cross-organization program from initiation through execution to prepare the organization to sell and service registered annuity products. Scope included organizational impact analysis, standing up a new wholesale Broker Dealer entity with FINRA and initial product design and build.
- Led the program to move existing and new business from one third party administrator (TPA) to another within aggressive timelines. Scope of the move was 3 annuity products and just under 28,000 in-force policies meeting all targets with zero customer impact.
Project Management Consultant
Global Atlantic Financial Group
2016.09 - 2019.05
- Led the cross-organization project to deliver to a new indexed universal life (IUL) product to market and sunset an existing product. First new product in 12 years and post entity restructuring.
- Lead the project to stand up Global Atlantic’s first owned and managed investment funds then the transfer and consolidation of investments from over 300 funds to 70 surviving funds. This fund substitution was the largest in number of funds to-date for the SEC.
- Lead the strategy and delivery management of a large project to centralize all company liability and investment data in to a data warehouse and build tools to perform manual book and record reporting, cash flow management and complex forecasting modeling
Program Management Consultant
Athene Annuity & Life
2014.09 - 2016.03
- Managed several projects to stabilize investment accounting data management and data processing while leading the design and build of a new Investment Accounting system
- Manage a portfolio of projects to prepare Athene for Initial Public Offering (IPO). Brought structure to these in-flight projects with critical deadlines and high financial risk resulting in on-time delivery
- Managed vendor RFP and selection of replacement Actuarial model management system
Project Manager 5, VP
Wells Fargo & Company
2008.02 - 2014.08
- Program manager for the merger of financial product underwriting and servicing between 3 business lines and 16 departments. Responsible for alignment of resources, data, process, policy and systems to create a single multi-product operations and servicing organization
- Program manager for the design and development of a new mortgage loan sales and origination system with an annual budget of $60 Million. Provided leadership and mentorship to up to 7 Project Managers responsible for end-to-end delivery. Created a sustainable and repeatable iterative work process in compliance with the Wells Fargo & Co policies.
- Managed multiple high priority compliance projects for multiple lines of business to meet State and Federal regulation changes
- Managed the transition of over 2000 team members to the Wells Fargo desktop technology environment post acquisition
Project Manager 4, AVP
Wells Fargo & Company
2007.04 - 2008.02
- Managed delivery of a best-in-class operations and customer experience data warehouse
Release Manager, AVP
Wells Fargo & Company
2005.09 - 2007.04
- Managed a portfolio of projects installing within quarterly enterprise releases to mitigate risk and resolve issues
Project Manager 3
Wells Fargo & Company
2003.05 - 2005.08
- Managed a cross-entity project to migrate mortgage servicing from a legacy system to a vendor solution
- Managed a cross-entity effort to understand differences in credit policy and negotiate alignment.
- Led the creation of a sales referral program between Wells Fargo Financial Leasing and Wells Fargo Bank
- Led the redesign of financial product underwriting to reduce decision time using Six Sigma methodology
- Upgraded call routing and installed a voice response unit to reduce costs using Six Sigma methodology
- Led the vendor selection and managed the implementation of an asset management system to improve workflow, reporting, and post-leased asset sale revenue
Project Manager 2
Wells Fargo & Company
2001.03 - 2003.05
- Managed the design, development, and production run of an online application to generate customizable websites for a retail organization with over 800 stores and 8,000 sales associates. Initiated and chaired a steering committee for retail e-business
Business Analyst II & III
Wells Fargo & Company
1999.04 - 2001.03
- Project managed both business continuity and Year 2000 projects then supported negotiations of a $45 million-dollar vendor contract
Financial Analyst I
Wells Fargo & Company
1997.07 - 1999.04
- Managed internal and agency financial audits
Accounting Specialist Lead
Wells Fargo & Company
1996.08 - 1997.07
- Supervised eleven team members responsible for expense report processing, corporate billing, business credit card requisitions, and general ledger journal entry.
Education
Community Leadership Program -
Greater Des Moines Leadership Institute
2011-05
B.S.B.A Accounting -
Drake University
08.1999
B.B.A Finance -
The University of Iowa
05.1996
B.B.A Economics -
The University of Iowa
05.1996
Skills
- Program Management
- Project Management
- Partnerships And Resource Mobilization
- Needs Analysis
- Relationship Building
- Risk Analysis And Management
- Problem-Solving
- Work Planning And Prioritization
- Resource Management
- Remote Team Management
- Program Planning
- Critical Thinking
- Needs Assessment
- Organizational Realignment
- Issue Resolution
- Decision-Making
- Leadership Competencies
- Strategic Leadership
- Program Optimization
- Presentation Skills
- Strategic Planning Abilities
- Cost Estimates & Budgets
- Effective Communication
- Organizational Performance
- Process Development
- Stakeholder Communications
Strengths Finder Top5
- Strategic
- Futuristic
- Analytical
- Restorative
- Deliberative
Civic Engagement
- Youth Shelter Services, Youth Drop-In Center Volunteer 2022-Present. 2023 Volunteer of the Year
- Greater Des Moines Leadership Institute, Board of Governors, 07/2011-06/2014
- The Des Moines Arts Festival, Volunteer Coordinator, 2011, 2012
- The Des Moines Winefest Foundation, Sustainability Committee Chair
Timeline
Program Management Consultant
Fidelity & Guaranty Life
2019.06 - 2024.02
Project Management Consultant
Global Atlantic Financial Group
2016.09 - 2019.05
Program Management Consultant
Athene Annuity & Life
2014.09 - 2016.03
Project Manager 5, VP
Wells Fargo & Company
2008.02 - 2014.08
Project Manager 4, AVP
Wells Fargo & Company
2007.04 - 2008.02
Release Manager, AVP
Wells Fargo & Company
2005.09 - 2007.04
Project Manager 3
Wells Fargo & Company
2003.05 - 2005.08
Project Manager 2
Wells Fargo & Company
2001.03 - 2003.05
Business Analyst II & III
Wells Fargo & Company
1999.04 - 2001.03
Financial Analyst I
Wells Fargo & Company
1997.07 - 1999.04
Accounting Specialist Lead
Wells Fargo & Company
1996.08 - 1997.07
Community Leadership Program -
Greater Des Moines Leadership Institute
B.S.B.A Accounting -
Drake University
B.B.A Finance -
The University of Iowa
B.B.A Economics -
The University of Iowa
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