Chad Greene Email & Phone Number

Greater Boston

Focus on driving optimized segment- and product-level outcomes in close partnership with the checking and deposit segment leads and key analytics and finance partners.

Greater Boston

Develop pricing recommendations and syndicate pricing strategy to parent company’s most senior executives. Develop performance projections aligned with multiple strategic paths related to pricing and marketing spend. Partner with Finance to develop and refine quantitative (statistical) models for direct bank competitor benchmark offer rate, new sales, and change to existing balances. Serve as primary liaison with partners including other Consumer Banking Deposits segments, Finance, and Treasury (including routinely presenting recommendations/updates at forums including Pricing Governance and Deposit Strategy committees).

Greater Boston

Actively contributed to Consumer Banking Deposits pricing and strategy. Served as primary liaison with partners including Finance, Treasury, Deposit Strategy and Pricing Governance committees, other. Managed the development of driver-level deposit forecast models leveraging historical data, but which also incorporated recent trends, expected future strategy (drivers included: sales, migration within and across products, augmentation/diminishment, attrition, other).Developed a business line forecast key assumption review & challenge process.

Boston, Massachusetts

Spearheaded a cross-functional development initiative involving model risk management, in a compressed timeframe. Highlights include:Executed an evolving multi-phase action plan which determined and incorporated industry best practices for backtesting;Ensured appropriate project syndication and management oversight, including regular project meetings to review progress and ensure alignment to planned project milestones, as needed review for approvals from a Steering Committee comprised of executive management including the Treasurer;Ensured the recommended and approved framework met compliance with all appropriate regulatory statutes and expectations.

Providence, Rhode Island

Managed two ALM functions, Basecase Forecast Team and Modeling & Engineering (M&E). Highlights include:Presented monthly at ALCO meetings Basecase results, month-over-month updates and associated impacts, and other special topics including reviewing models developed, and periodic key assumption sensitivity analyses.Managed Basecase Forecast utilizing BancWare ALM model. Team comprised of product specialists that collectively produced a monthly NIR Basecase forecast reflecting changes in macroeconomic variables, corporate strategy, competitive changes, and industry regulation.Managed M&E, which utilized SAS statistical software and historical data (economic indicators including market interest rates). Team comprised of quantitative modeling associates responsible for development and recalibration of enhanced, dynamic modeling solutions.

Boston, Massachusetts

Responsible for analyzing and forecasting parent company liquidity, international subsidiary capital and dividend management. Highlights include:Served as Chairman of Legal Entity Working Group, a collaborative forum bringing together members of Corporate Strategy, Accounting, Legal, Tax, and Capital Management in order to comprehensively evaluate and deliver projects including acquisitions, other legal entity reorganization.

Charlotte, North Carolina

Awarded multiple BAC Spirit Awards for exemplary hard work, dedication, and leadership.Moved from support analyst, to portfolio forecast analyst to consolidator. Highlights include:As NII forecast consolidator, drove process to ensure appropriate collaborative effort while maintaining the highest standards of efficiency and accuracy.Analyzed, interpreted, and served as liaison to highest level corporate executives, including CFO, CIO, and Treasurer.

Greater Boston Area

Attained a foundational understanding of core finance functions and the financial services industry in an intensive management development program involving on-the-job training, including assignments in Accounting, Operations, Line of Business Finance, Tax, and Treasury.