Ethan Bowers Email & Phone Number

Charlotte, North Carolina, United States

Manage a team of Directors and Senior Analysts responsible for executive reporting, performance analytics, strategy, and compensation for the Wealth Business at TIAA.

Charlotte, North Carolina, United States

Charlotte, North Carolina Area

• Process and system redesign Market Risk lead for Enterprise Product Taxonomy of a top 5 U.S. bank. End to End design, build and implementation of bespoke solution aligned with multiple internal and external use cases primarily focused on oversight requirements for the Fundamental Review of the Trading Book (FRTB), a subsection of Basel III.• Head of the Capco Associate Talent Program (ATP) and Campus Recruiting for the Southeastern United States responsible for recruiting high-performing individuals into ATP and all training and programming for these individuals during their first year with the firm.• Financial Director for the Capco Americas Wealth Management Domain with key responsibilities outlining financial health and metric reporting for the business including year over year trending, forecast analysis, portfolio and client management, and overall health of the business.• Co-head and Resident Horologist of the Capco Fine Arts & Collectibles Practice within the Wealth Management Domain. Developed and launched a consulting service assisting clients in building their capabilities around non-traditional and alternative asset incorporation into existing platforms supporting client portfolio management, liquidity monitoring, estate planning, asset lending, and charitable giving.

Charlotte, North Carolina Area

Capco is a global technology and management consultancy dedicated to the financial services industry. Our professionals combine innovative thinking with unrivaled industry knowledge to offer our clients consulting expertise, complex technology and package integration, transformation delivery, and managed services, to move their organizations forward. Through our collaborative and efficient approach, we help our clients successfully innovate, increase revenue, manage risk and regulatory change, reduce costs, and enhance controls. We specialize primarily in banking, capital markets, wealth and investment management, and finance, risk & compliance. We serve our clients from offices in leading financial centers across the Americas, Europe, and Asia Pacific.

Charlotte, North Carolina Area

• Data analyst and regulatory compliance lead for Voice of Customer Research and Customer Experience Journey Mapping of retail banking branches at a top 5 U.S. bank driving culture, process, and technology changes to 6,000+ retail locations and 3 national contact centers.• Lead Project Manager for regulatory compliance response in the Wealth and Investment Management (WIM) group of a top 5 U.S. bank. Coordinated data delivery, regulator request inventory management, leadership messaging, and legal compliance across all sub-LOBs within the WIM group in accordance with ad-hoc requests and compliance with the 2003 addendum to the Investment Company Act of 1940. • Directed a team of project managers within the Corporate Treasury Liquidity Risk group of a top 5 global bank. Projects focused on IT implementation and delivery of key regulatory requirements including updating the FDIC Insurance calculation, Implementing Federal Reserve Board 5G regulations, Internal Manual Process remediation, and other MRA requirements as mandated by the Federal Reserve Board and Basel III.• Lead Project Manager for Corporate Treasury review and implementation of the Net Stable Funding Ratio as applied to Cash, Debt, Structured Transactions, Loans and Commitments products at a top 5 global bank. Responsible for weekly Managing Director and stakeholder presentations as well as reviews on interpretation of business requirements development to ensure compliance across US, Europe, Middle East, and Asia Pacific operations. • Lead Project Manager for internal Self-Identified Audit Issue (SIAI) remediation in response to the Federal Reserve 2052a calculation and integration with the Liquidity Coverage Ratio (LCR) calculation as part of the stress testing for a top 5 national bank.

Charlotte, North Carolina Area

• Created integrated escalation process for operating expense reconciliation to re-coup $6.5M in estimated overpayments• Led a team of internal and external associates designing an updated data transmission process and interface between the bank and a third party vendor covering real estate tax payments in excess of $100M annually

Charlotte, North Carolina Area

High Net Worth client consultant for the Kentucky, Virginia, and North Carolina markets. Emphasis on retirement planning, tax efficiency, ERISA, and estate planning. Appointed to the TIAA-CREF Volunteer Council, the corporate citizenship arm of TIAA-CREF, with a focus on financial literacy, job shadowing, school supply drives, and holiday toy drives. TIAA-CREF V.E.R.T. (Volunteer Emergency Response Team) member.

Charlotte, North Carolina Area

Charlotte, North Carolina Area

Political and media industry research to provide a foundation for the creation of the North Carolina Policy Information Network (NCPIN). Performed financial analysis of the center and assisted the Executive Director during responsibilities and duties as outlined by the Board of Directors.

Master Of Business Administration (Mba), Real Estate And Corporate Finance

Activities and Societies: MBA Ambassador, Real Estate Club, Finance Club, Consulting Club

B.A., Public Policy

Activities and Societies: Sigma Nu (2009 President), Student Government, GreekLife