Adam Moskowitz

Adam Moskowitz Email and Phone Number

Managing Director, Head of Planning and Transformation, Global Payments and Liquidity @ Wells Fargo
Washington, DC, US
Adam Moskowitz's Location
Washington, District of Columbia, United States, United States
Adam Moskowitz's Contact Details

Adam Moskowitz work email

Adam Moskowitz personal email

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About Adam Moskowitz

Strategy and planning executive with broad professional experience in financial services and management consulting. Areas of primary focus and expertise include: corporate strategy and innovation, large-scale annual planning, C-suite and Board-level reporting and engagement, product management and leadership, risk management and governance, regulatory compliance and exam management, analytics and reporting, and project and program leadership.

Adam Moskowitz's Current Company Details
Wells Fargo

Wells Fargo

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Managing Director, Head of Planning and Transformation, Global Payments and Liquidity
Washington, DC, US
Website:
wellsfargo.com
Employees:
205138
Adam Moskowitz Work Experience Details
  • Wells Fargo
    Managing Director, Head Of Planning And Transformation, Global Payments And Liquidity
    Wells Fargo
    Washington, Dc, Us
  • Wells Fargo
    Managing Director, Corporate Strategy
    Wells Fargo Oct 2021 - Present
    San Francisco, California, Us
    Leads a team of 50+, directly overseeing six core functions: Enterprise Strategic Planning, Enterprise Strategic Consulting, Market & Competitive Intelligence, Strategy Rotational Program, enterprise product transformation, and Corporate Strategy risk & regulatory management.
  • Wells Fargo
    Senior Vice President, Chief Of Staff To Chro And Chief Administrative Officer, Human Resources
    Wells Fargo Jul 2019 - Oct 2021
    San Francisco, California, Us
    Led the HR Chief Administrative Office (HR CAO), which is responsible for driving progress on HR's core aspirations and integrating views on specific strategic issues. Created frameworks, forums, and operating norms to effectively run the business of HR while providing executive ad-hoc integration support on strategic enterprise initiatives.
  • Wells Fargo
    Vice President, Integration & Planning (Strategy)
    Wells Fargo Jan 2018 - Jul 2019
    San Francisco, California, Us
    Leader of enterprise High Priority Program Oversight (HPPO)Provide strategic leadership, planning, and prioritization across the Chief Administrative Office (CAO) functions, including: Corporate Responsibility & Community Relations, Commitment to Customer Center of Excellence (COE), Data Management & Insights, Human Resources, Marketing, and Stakeholder Relations (including Corporate Communications, Government Relations & Public Policy, and Investor Relations).
  • Wells Fargo
    Assistant Vice President, Corporate Risk - Strategy & Governance
    Wells Fargo Dec 2016 - Jan 2018
    San Francisco, California, Us
    Corporate Risk Program Office (CRPO), Risk Strategy & Governance SupportThe Corporate Risk Program Office (CRPO) was established to provide leadership and coordination of efforts to address open regulatory concerns, strengthen Corporate Risk, and ensure that Wells Fargo meets its goal to be a global leader in risk management. The CRPO is principally responsible for overseeing the quality and timely completion of critical Corporate Risk initiatives, and for developing, governing and administering risk management frameworks and corporate policies. To do so, the CRPO ensures that appropriate stakeholders are identified and engaged, as well as oversees, credibly challenges, and coordinates relevant initiatives and efforts.
  • Scanta
    Advisory Board Member
    Scanta Mar 2022 - Present
    San Francisco, California, Us
  • Wisconsin School Of Business
    Board Member, Wisconsin Business Alumni Board
    Wisconsin School Of Business Mar 2021 - Present
    Madison, Wi, Us
    The Wisconsin Business Alumni (WBA) Board is instrumental in connecting alumni and friends to the Wisconsin School of Business and with each other. The board supports priorities and initiatives for the School’s Advancement programs and is made up of members from our alumni network representing a diverse mix of industries, degrees, regions, and backgrounds.
  • Promontory Financial Group, An Ibm Company
    Associate, Consumer Protection
    Promontory Financial Group, An Ibm Company Aug 2015 - Dec 2016
    Washington, District Of Columbia, Us
    As a member of Promontory's global consumer protection practice, advised clients on regulatory compliance and corporate governance.
  • Ey
    Senior Consultant, Financial Services
    Ey Aug 2014 - Aug 2015
    London, Gb
    Led teams that conduct large-scale reviews of financial institutions' regulatory compliance practices, programs, and procedures. Performs gap analysis and testing work on financial institution processes and systems in areas of Credit Card/Mortgage/Retail Bank credit and marketing programs, Fair Lending programs and assessments, SCRA- and FDPA-related compliance, complaint management, and CFPB-instituted mortgage rules.
  • Treliant Risk Advisors
    Senior Analyst, Regulatory Compliance
    Treliant Risk Advisors Jun 2013 - Jul 2014
    Washington, Dc, Us
    Led teams that conduct large-scale reviews of financial institutions’ regulatory compliance practices and procedures (including HMDA Loan Application Register and data integrity information). Performed gap analysis and testing work on financial institution processes and systems in the areas of complaint management and CFPB-instituted mortgage rules.
  • Wells Fargo
    Accelerated Management Program
    Wells Fargo May 2012 - May 2013
    San Francisco, California, Us
    Participated in a fast-track rotational leadership program in each of the following departments: Wells Owned Underwriting, Fannie Mae Home Preservations, Cash Management, and Default Claims. Assisted each department with production analysis, pipeline management, operational efficiency, development of action plans, and team coaching, all while managing teams of 4-15 loan servicing employees.

Adam Moskowitz Skills

Banking Risk Management Leadership Financial Analysis Regulatory Compliance Hmda Cra Gap Analysis Microsoft Excel Mortgage Servicing Loan Servicing Credit Mortgage Lending Loan Origination Compliance Complaint Management Consulting Regulatory Guidelines Underwriting Finance Credit Analysis

Adam Moskowitz Education Details

  • Wisconsin School Of Business
    Wisconsin School Of Business
    Real Estate And Urban Land Economics

Frequently Asked Questions about Adam Moskowitz

What company does Adam Moskowitz work for?

Adam Moskowitz works for Wells Fargo

What is Adam Moskowitz's role at the current company?

Adam Moskowitz's current role is Managing Director, Head of Planning and Transformation, Global Payments and Liquidity.

What is Adam Moskowitz's email address?

Adam Moskowitz's email address is am****@****ory.com

What is Adam Moskowitz's direct phone number?

Adam Moskowitz's direct phone number is +151577*****

What schools did Adam Moskowitz attend?

Adam Moskowitz attended Wisconsin School Of Business.

What skills is Adam Moskowitz known for?

Adam Moskowitz has skills like Banking, Risk Management, Leadership, Financial Analysis, Regulatory Compliance, Hmda, Cra, Gap Analysis, Microsoft Excel, Mortgage Servicing, Loan Servicing, Credit.

Who are Adam Moskowitz's colleagues?

Adam Moskowitz's colleagues are Amy Dooley, Mahesh Pettem, Boming Ning, Kendric Sharkey, Leonardo De Oliveira Silva, Jaime Gries, Jihad Nur Tacata.

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