Bob Mcgee Email & Phone Number

American Fork, UT, US

Provide executive leadership to all Finance, Operations, Legal, and Facilities functions at ATB Financial.

American Fork, Utah

London, United Kingdom

• CFO, Retail & Wealth Divisions
• CFO for two divisions at Lloyds: the retail bank, which is the largest division in the Group – making up over half of the Group’s revenues; and the domestic and international Private Banking businesses.
• These divisions have roughly £11 billion ($18 billion) in revenue, £375 billion ($600 billion) in interest earning assets and £300 billion ($480 billion) in Funds under Management.
• Provided executive leadership to all retail banking and wealth banking finance functions, the retail and wealth legal team, the competition strategy team, and the retail and wealth strategic planning team.
• Served as a lead member of the steering committee that was overseeing the redesign of the finance function for the Group, including the transformation of the processes and systems.
• Directly led a team of 1300 employees and supported 55,000 employees in these two divisions.

Charlotte, NC And San Francisco, CA

• Provided executive leadership to the General Bank’s Retail and Wholesale Operations, and all Finance and Strategic Planning functions.
• Provided oversight to the Bank’s overall growth strategies and expansion initiatives.
• Simultaneously led expansion into western U.S. and led bank branch systems, process and people integration for a major merger.
• Directly managed the corporation’s national student lending and national SBA lending businesses.
• Resided and worked in San Francisco Bay Area from January 2007 to August 2008, then relocated back to Charlotte to lead the overhaul of the Mortgage business just prior to the merger with Wells Fargo. Skills Mastered.

Charlotte, NC

• Provided executive leadership to all General Bank finance functions and strategic planning efforts
• Led the Deposit Products and Payments Services teams.
• Served as a key business advisor to President of the largest business in Corporation on all strategic subjects – Finance, Human Capital, Investments, Corporate Governance, Performance Management, Mergers &.
• Regularly met with Buy-side and Sell-side analysts to describe the achievements and strategic direction of the business.
• Built the finance processes, internal and external reporting, and the strategic planning processes from scratch at the time the General Bank was created in 1999.
• During this time, the corporation engaged in two of the largest mergers in its history – First Union/Wachovia and Wachovia/SouthTrust.

Richmond, VA

Oversaw financial support and Strategic Planning for banking operations in Virginia, Maryland, DC, North Carolina, South Carolina and Tennessee. Also provided financial support to corporate initiative that resulted in the creation of the General Bank.Skills Mastered: Presentation development and delivery, People Leadership, Financial Planning, Strategic.

Richmond, VA

Oversaw strategic planning and mergers & acquisitions activity for banking operations in Virginia, Maryland, and DC. During this time we consummated and/or integrated the First American, Columbia First, First Fidelity and Signet Bank acquisitions.

Charlotte, NC

Oversaw accounting policies and practices for Corporation’s loan portfolio. Provided finance support and decision support for Chief Credit Officer and for Head of Commercial Banking.

Atlanta, GA

Worked as staff auditor, senior staff auditor, and then Audit & Business Advisory Services Manager for clients of varying sizes and industries, including Retail, Financial Institutions and Real Estate, Small Businesses, and Regulated Industries. Worked on a variety of special projects including Bank Merger Due Diligence and the investigations of failed.