Robert Clare Email & Phone Number

United States

Fispoke is dedicated to serving financial advisors and their clients with best-in-class bespoke financial solutions. Fispoke’s mission is to revolutionize wealth management by empowering advisors with state-of-the-art tools to deliver comprehensive banking and lending solutions tailored to each client's unique situation. It's a leap forward empowering.

JDX is a global consulting company specializing in financial services. JDX has offices in New York, London, Dublin, Zurich, Singapore, and Hong Kong. JDX Consulting was acquired by Delta Capita in January 2022 creating a large Capital Markets consulting company and provider of managed services.

Teaneck, New Jersey, US

• Cognizant is a global technology services firm with $17B revenue and 290,000 people. Cognizant's mission is to help clients around the world transform their business, operating, and technology models with digital.
• Led global partnership including P&L ownership with Platinum Account
• Served as Global Client Partner and led international workforce with 2,000 technology teammates across North America, Europe, India, and China
• Drove technology transformation across Digital Business, Digital Operations, and Digital Systems & Technology
• Led Digital Payments, Global Network Modernization, Financial Accounting, and Banking Alternatives workstreams in strong partnership with global clients
• Drove Data & Analytics, Artificial Intelligence, Machine Learning, Digital Engineering, and Cloud Computing transformation

Charlotte, NC, US

Bank of America is a global banking and financial services leader serving over 65 million consumer and small business clients in the United States. Bank of America is a leader in wealth management, corporate and investment banking, and trading serving corporations, governments, institutions and individuals around the world. www.bankofamerica.com

Charlotte, NC, US

• Led business operations, technology transformation, and financial management across Global Technology & Operations for Bank of America Merrill Lynch.
• Served as COO and SVP responsible for Global Banking & Credit Technology
• Drove technology transformation across several lines of business in Global Banking & Markets
• Managed $300MM technology budget, $200MM initiative portfolio, and global workforce with 1,800 people
• Led integration of key technology initiatives across businesses with $2B P&L and global workforce with 13K people

Charlotte, NC, US

• Led business operations and risk management across investment, lending, and deposit businesses for Bank of America Merrill Lynch.
• Served as COO and SVP in Global Risk Management with responsibility for the entire Consumer Bank (Retail, Preferred & Small Business Banking) and Global Wealth & Investment Management Divisions (including Merrill Lynch.
• Led strategic planning & analysis with CCAR (Comprehensive Capital Analysis & Review) and GRRP (Global Recovery & Resolution Planning) for G-SIB (Global Systemically Important Bank)
• Served on Executive Council for Bank of America Corporation Risk ID with responsibility for companywide Compliance and Strategic, Market, Credit, Operational, Liquidity, and Reputation Risk
• Led business planning & controls, participated in Consumer Bank & GWIM Risk Committees, managed financials across Global Risk Division, and drove successful resolution of critical issues including companywide MRAs &.

Charlotte, NC, US

• Led business transformation, financial management, risk oversight, corporate governance, and mortgage portfolio improvements across LAS Division.
• Served as COO and SVP with responsibility for Legacy Assets & Servicing Division with 7MM customers across Bank of America Merrill Lynch
• Led operations and business planning in Strategic Portfolio Management with direct responsibility for Bank relationships with Industry Regulators OCC, FRB, US Department of Treasury, GSEs FNMA & FHLMC, and FHA (Federal.
• Contributed to the successful resolution of critical issues including the overall reduction of delinquent mortgage portfolio
• Reached agreement with bank regulators including the OCC and FRB to complete regulatory approval in 2015 successfully resolving industrywide Mortgage Consent Order issued in 2011 to large US banks for mortgage.
• Led initiatives across LAS Division helping customers avoid foreclosure through loan modifications, extinguishments, short sales, and deeds-in-lieu; LAS helped over 2MM bank customers avoid foreclosure in that period

Charlotte, NC, US

Led integration of Merrill Lynch Wealth Management Banking with Bank of America. Served as GWIM Banking Products Executive. Implemented new business model in Merrill Lynch Wealth Management Banking across 15,000 Financial Advisors with total balances of $165 Billion in Deposits and $105 Billion in Loans.

Charlotte, NC, US

Led team driving national sales across Premier Banking & Investments Division. Led delivery of financial solutions to affluent clients with full-service brokerage, cash management, deposit, credit, and loan products. Created new financial planning tools and advice framework used by 2,500 financial advisors, 2,000 client managers, and clients with.

Charlotte, NC, US

• Led business operations, financial management, marketing, business development, sales, and international growth in several roles for MBNA before merger & acquisition with Bank of America.
• MBNA was sold to Bank of America for $35 Billion in 2006
• Led the transition of several business functions to Bank of America after the acquisition from MBNA
• Began banking & financial services career with MBNA through Management Development Program in 1994, and served in several leadership roles driving consistently strong growth with focus to build world's largest credit.

Armonk, New York, NY, US

Awarded IBM's Thomas J. Watson Scholarship. IBM is a global technology company with operations in over 170 countries. www.ibm.com

Master'S Degree With Mba In International Business & Finance, Mcdonough School Of Business

Master Of Business Administration - Mba

Bachelor’S Degree, College Of Arts & Sciences

Education record