Fred Daniels Email and Phone Number
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Fred Daniels personal email
Project Management Professional, Six Sigma Green Belt and ScrumMaster with more than 20 years of progressively responsible experience in all phases of web-based application project/program management in Financial Services. Practical leader skilled in facilitating documentation and prioritization of portfolio projects, risk and resource management during execution, and leveraging interdependencies. Team builder adept at fostering collaboration among technology, legal, risk, compliance, finance, executive, and stakeholder groups to deliver significant results across organizational boundaries that positively affect the bottom line. Possesses a unique blend of creative and logical mathematical strengths. Products (Professional Fluency): Corporate Treasury; F/X Trading; Bulk international payments; Commercial and Government Credit Card; ACH; SWIFT; Fed Wires; Real Estate Mortgage/REO; Syndicated Credits/Agency; ERP Integration; Dodd-Frank; Construction Lending Currently developing: BSA/AML, Customer Due DiligenceTools - Microsoft: Project, Excel, PowerPoint, Access, SharePoint; Portfolio/Resource Management: Clarity/Niku, Innotas, PlanView; Project: HP Quality Center, Rational ERP: SalesForce; SAP Proprietary: BA Direct/CashPro FXTrader; Wells STAMP, CREST OS/Misc: Bullhorn; Apple Mac; Google Analytics
Wells Fargo
View- Website:
- wellsfargo.com
- Employees:
- 246787
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DirectorSan Francisco Ceramics Circle - Fine Arts Museums Of San Francisco Jun 2018 - PresentSan Francisco Bay Area
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DirectorHaviland Collector'S International Educational Foundation Jun 2011 - PresentGreater Chicago AreaManage an endowment and membership outreach for this 401(c)3 educational foundation, which supports scholarship grants, an annual conference, and an original research quarterly periodical.
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Fx Product ConsultantWells Fargo Mar 2020 - PresentSan Francisco, California, United StatesSupporting Wells Fargo's currency and international branch network products.
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Program Manager, Risk Management PmoUnion Bank Feb 2019 - Feb 2020San Francisco Bay AreaStrategic Program Manager for the bank's risk group, deploying two programs:- Combined US Operations Governance, six workstreams to unify risk operations across the Americas including policy governance, risk governance, data, technology, finance and human resources.- Target Operating Model - 76 project portfolio to achieve the defined standards of performance across 11 risk disciplines. -
Technical Project ManagerFirst Republic Bank Jul 2018 - Sep 2018San FranciscoManaging and resolving technical miscellanea for the new Payments platform. -
Senior Project ManagerBank Of The West Aug 2013 - Jan 2018San Francisco Bay AreaProject Manager for Global KYC for the legacy National Finance Group, implementing customer data analysis and due diligence for all lending products incorporating BSA/AML, customer due diligence, and other regulatory requirements. Implemented new measures and protocols to decide the applicability of Dodd Frank provisions regarding residential appraisals across four divisions (MBD, DLD, CBG & RAS). Deployed a Dodd Frank compliant product and servicing model for Consumer Construction Loans in a critically reduced timeline, facilitating key decisions to speed realization while maintaining quality. -
Senior ConsultantM Squared Consulting Jan 2012 - Aug 2013San Francisco Bay AreaIndependent Contracting, Wells Fargo through M Squared, and directly for M Squared Consulting. -
Pmo Office, Vice PresidentBank Of America Transition Oct 2010 - Oct 2011San Francisco, CaEstablished a PMO and Transition Program Office (TPO). Managed a program comprising 25 projects: determined critical deliverables and established monitoring/approval process, audited systems of record for project performance. Trained junior project managers and supported corporate audits. -
Merger Program Manager, Vice PresidentBank Of America Jul 2006 - Oct 2010San Francisco And New York• Managed three programs (40+ projects) through the discovery and prioritization cycles, writing business cases and financial impacts/ROI on each. Edited, merged and restructured projects through four refinement cycles.• Facilitated business process redesign efforts and guided delicate and confidential decisions regarding people, policies, and products while teaming with technology to calculate accurate project estimations and timelines.• Championed and achieved an early technology release for LaSalle's CashPro, earning two medallion awards for early implementation (saving $300K in fees and $MMs in FX spread revenue) by rerouting feeds in three months and linking the merged payments application directly to the Bank of America FX risk platform.• Saved hundreds of hours by eliminating the need to assign duplicate resources and develop unnecessary deliverables by winning management approval of a strategy for managing and closing a program of Merrill projects which were deemed critical to the merger but funded and managed by other sources.
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Project Manager, Business Analyst Manager, Business Analyst, Vice PresidentBank Of America Ebanking Jan 2004 - Jul 2006• Created a robust, world-class payment portal for middle market and large corporate customers.• Enhanced business analyst feedback and performance by standardizing performance requirements and assessments. Initiated annual participation in IIBA conferences to standardize our business analyst pool and align with industry best practices.• Employed Six Sigma methodologies to improve templates and procedures, and completed a Six Sigma improvement of programming optimization techniques.
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Software Quality Assurance, Vice PresidentBank Of America Esolutions Jan 2003 - Jan 2004• Initiated a Capability Maturity Model (CMM)-based SQA group that defined and documented procedures, conducted training, ensured compliance, and continually improved the software development process resulting in Level 2 compliance within five months and a roadmap to Level 3.
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Senior Quality Control (Qc) Software Engineer/Qc Manager, Vice PresidentBank Of America Global Application Jan 1998 - Jan 2003• Managed a 13-person team at four sites throughout US, Canada, and Europe in performing software testing across PC and web-based payment initiation and FX platforms.
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Project Consultant, Associate Agency Officer, Assistant Vice PresidentBank Of America Jan 1992 - Jan 1998Initially served as Assistant Vice President/Project Consultant/Associate Agency Officer responsible for deploying BOA’s Loans IQ portfolio management product for multi-lender credits and performing the escrow function for the nationwide ‘other real estate owned’ portfolio.
Fred Daniels Skills
Fred Daniels Education Details
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Mathematics -
Mathematics
Frequently Asked Questions about Fred Daniels
What company does Fred Daniels work for?
Fred Daniels works for Wells Fargo
What is Fred Daniels's role at the current company?
Fred Daniels's current role is Banking Project/Program/Product Consultant.
What is Fred Daniels's email address?
Fred Daniels's email address is fr****@****rgo.com
What schools did Fred Daniels attend?
Fred Daniels attended University Of California, Berkeley, California Institute Of Technology.
What skills is Fred Daniels known for?
Fred Daniels has skills like Business Analysis, Pmp, Change Management, Pmo, Six Sigma, Process Improvement, Banking, Quality Assurance, Business Process, Integration, Testing, Ms Project.
Who are Fred Daniels's colleagues?
Fred Daniels's colleagues are Briggs Haugen, Sheshdhar Venkat, Prasanta Kumar Routray, Cassandra Torres Nmlsr Id 433513, Caraline Teska, Mary Stella, Colleen Pelsinski.
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