George Nelson

George Nelson Email and Phone Number

Senior Engineering Manager @ Vanguard | Dynamics 365, SalesForce, Cloud Architecture & Digital Transformation @ Vanguard
Valley Forge, PA
George Nelson's Location
Charlotte, North Carolina, United States, United States
George Nelson's Contact Details

George Nelson personal email

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About George Nelson

Senior Engineering Manager with extensive experience in leading digital transformation projects and implementing CRM solutions. Currently at Vanguard, I manage the development of Dynamics 365, providing architectural guidance and overseeing multiple scrum teams. My expertise includes defining integration patterns, improving DEVOPS processes, and establishing product support teams.Previously, at LPL Financial, I led the development of digital solutions that significantly reduced call volumes and improved employee satisfaction. My background also includes roles at Microsoft and Wells Fargo, where I managed diverse teams and delivered large-scale CRM implementations. I have a strong track record in solution architecture, technology leadership, and strategic planning.

George Nelson's Current Company Details
Vanguard

Vanguard

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Senior Engineering Manager @ Vanguard | Dynamics 365, SalesForce, Cloud Architecture & Digital Transformation
Valley Forge, PA
Website:
vanguard.com
Company email:
privacy@vanguard.com
George Nelson Work Experience Details
  • Vanguard
    Senior Engineering Manager
    Vanguard Nov 2023 - Present
    Valley Forge, Pa, Us
    • Managed the development of Dynamics 365 implementation for Vanguard, providing architectural guidance and team management for 5 scrum teams.• Defined integration patterns for real-time and asynchronous data flows, improving DEVOPS processes for Power Platform solutions.• Established product support team and processes for supporting the platform at Vanguard.
  • Lpl Financial
    Senior Engineering Manager
    Lpl Financial Dec 2021 - Oct 2023
    San Diego, Ca, Us
    • Led the development of digital solutions for service, reducing call volumes by over 50,000 calls per month using Adobe, .NET, Azure Functions, Mulesoft, and Angular.• Improved Average handle time by more than 25 seconds and employee satisfaction by over 20% through changes to Dynamics 365 implementation.• Defined Solution Architecture and services integration for Dynamics 365, ensuring scalability, resiliency, and regulatory compliance using Azure Functions, AWS Glue, Rest services, and more.
  • Microsoft
    Principal Pm Manager
    Microsoft Nov 2020 - Dec 2021
    Redmond, Washington, Us
    Manage a diverse team of Program managers and software engineers who build internal systems and processes for managing engagements, issues and feature requests across 11 products. This includes Dynamics 365, Azure, Teams, PowerBI, Azure SQL and Azure Databricks. Manage the team of Program managers that work on feature requests to drive Windows adoption in commercial customers.• Delivered solutions automate engagements, events and surveys with customers and engineers for Microsoft 365 programs and events such as Ignite, Build, and various TAP programs.• Removed adoption blockers for Windows rollouts at multiple customers.• Ran monthly business meeting with the Windows stakeholders and OEM partners to surface and resolve customer concerns with Windows.
  • Wells Fargo
    Senior Vice President, Technology Development Senior Manager
    Wells Fargo Oct 2017 - Nov 2020
    San Francisco, California, Us
    Managed a globally diverse team to develop and deliver across multiple LOBs to help team members better service their customers, i.e. large-scale Customer Engagement platforms that are fully integrated into core banking systems and AI/ML-driven engines. Led both SalesForce and Dynamics 365 implementations including a Salesforce Financial Services Cloud solutions for Consumer Banking with 45K internal users. Collaborated with Solutions Architects, Account Managers, Product Managers, Business Development and Partners globally to develop a business and technical strategy that aligns business capabilities with technology solutions. Key Accomplishments:• Architected and delivered the largest CRM implementation in Banking, implementing an end to end integration platform allowing Salesforce and Dynamics to communicate with internal banking systems and each other. • Designed the integration patterns for integrating on-premise data with cloud solutions securely that met the regulatory needs of financial institutions. • Designed and built the CRM Data model and data warehouse for combing CRM data across multiple CRM systems in the bank. This allowed a 360% view of all the activities with a given customer across multiple business lines. This was based on SSIS, Informatica, and Mulesoft to build both real-time and batch processes for keeping data in synch.• Build, guide, coach and motivate internal teams on best practices, solution selling, and creation of value-driven architectures, reducing both project and development costs by $10M annually on the CRM projects.
  • Wells Fargo
    Principal Engineer
    Wells Fargo Jan 2014 - Oct 2017
    San Francisco, California, Us
    Owned the strategic planning and project management for multiple concurrent projects with a staff of 150+ including delivery schedules, resource management, staff management, estimates, proposals, status reports, and risk management/mitigation. Led product, technical architecture, and strategic planning decisions to fuel product adoption and help build long-term service strategy. Executed an end to end integration platform for both Salesforce and Dynamics to communicate with internal banking systems and each other. Key Accomplishments:• Designed, developed, and delivered valuable and business critical solutions, including engineering highly available and efficient Dynamics and Salesforce CRM solutions and custom mobile solutions for Microsoft Dynamics CRM and Good (Blackberry) Mobile. • Developed the integration pattern for integrating on premise data from systems of records to cloud based SalesForce instances. This was done with .NET services, Mulesoft, and Informatica to build out the data synchronization patterns and real-time integrations and met the stringent regulatory requirements of the financial services industry.• Owned the KYC/AML implementation for the Wholesale bank based upon IBM BPM, Java and Oracle. This was a project that was 4 years behind schedule and I was able to get it back on track in less than 6 months. This included resolving key data and usability issues that reduced the amount of time to perform a KYC operations and increased employee satisfaction with the process for over 30%.
  • Wells Fargo
    Senior Technology Relationship Manager
    Wells Fargo Mar 2010 - Jan 2014
    San Francisco, California, Us
    Led development of Dynamics CRM and Microsoft .NET solutions. Designed and developed solutions to challenging design and technical problems, not solved before. Bridged the gap between development and support teams, providing overall strategic direction to ensure successful delivery of projects. Handled solution architecture and technical designs for the various implementations. Identified and tracked risk, issues, and dependencies, and generated plans to address or remediate them. Key Accomplishments:• Managed the full software delivery life cycle (SDLC) for the development of multiple CRM solutions which included the integration patterns, Dynamics CRM development, .NET and SQL Server development. • Broke down silos by developing reusable APIs and data integration patterns which reduced cost, risk and time to market across the Wholesale technology organization.• Ensured all solutions met the compliance requirements for a financial services organization
  • Microsoft
    Industry Technical Strategist, Worldwide Financial Services
    Microsoft Nov 2007 - Mar 2010
    Redmond, Washington, Us
    Managed business investment budget project teams of 2-10 IT specialists. Designed up to date industry and solution taxonomy, bills of material, and training for field sales and marketing teams promoting MS based solutions for the insurance industry. Generated numerous technology proof of concepts for field sales teams and clients, illustrating robust technology solutions solving client’s business issues. Served as keynote speaker for Microsoft at industry events, leveraging subject matter expertise at ACORD or OMG conferences. Promoted Agile development methodologies including peer review, unit testing, continuous integration, and TDD (test-driven development).Key Accomplishments:• Increased market share of core Policy Administration vendors deploying on MS servers from 31% to 50% worldwide, resulting in additional $5M revenue and $20M+ over 3 years.• Analyzed and recommended partner solutions for inclusion in the MS Insurance Value Chain, adding 10 technology partners in 2 years.
  • Microsoft
    Software Architect
    Microsoft Apr 2000 - Nov 2007
    Redmond, Washington, Us
    The primary focus of this position is to provide information and services to Microsoft's partners on developing solutions for the enterprise based on Microsoft's products and platform. Main requirement is to build end to end software architectures on the Microsoft platform for Enterprise applications
  • Microsoft
    Escalation Lead
    Microsoft May 1995 - Apr 2000
    Redmond, Washington, Us
    Provided problem resolution to Microsoft's customers for Microsoft's Database technolgies. This included writing articles, fixing issues, posting patches, and filing requests to the product group on behalf of the customer.
  • Us Marine Corps
    Platoon Sergeant
    Us Marine Corps Jun 1985 - Jun 1992
    Washington, Dc, Us
    Served in the Marine Corps Infantry from 1985-1992 and finished my service in the Persian Gulf War as a Platoon Sergeant

George Nelson Skills

Microsoft Sql Server Soa Enterprise Architecture Enterprise Software Databases C# Database Design Business Intelligence Microsoft Crm .net Customer Relationship Management Solution Architecture Service Oriented Architecture Javascript Strategic Partnerships Business Relationship Management Biztalk Salesforce.com Microsoft Dynamics Crm Software Development Life Cycle Software Project Management Solution Selling Strategy Information Technology Professional Services Data Warehousing Agile Methodologies Cloud Computing Project Management Vendor Management Program Management It Strategy Integration Software Development Consulting Business Analysis Asp.net Mvc Microsoft Azure Software As A Service Microsoft Products Cross Functional Team Leadership Management Leadership Technology Management Cdd Large Scale Deployments Critical Thinking Kyc Microservices It Management Asp.net Iis Oracle

George Nelson Education Details

  • East Tennesee State University
    East Tennesee State University
    Computer Science

Frequently Asked Questions about George Nelson

What company does George Nelson work for?

George Nelson works for Vanguard

What is George Nelson's role at the current company?

George Nelson's current role is Senior Engineering Manager @ Vanguard | Dynamics 365, SalesForce, Cloud Architecture & Digital Transformation.

What is George Nelson's email address?

George Nelson's email address is ge****@****oft.com

What is George Nelson's direct phone number?

George Nelson's direct phone number is (800) 956*****

What schools did George Nelson attend?

George Nelson attended East Tennesee State University.

What skills is George Nelson known for?

George Nelson has skills like Microsoft Sql Server, Soa, Enterprise Architecture, Enterprise Software, Databases, C#, Database Design, Business Intelligence, Microsoft Crm, .net, Customer Relationship Management, Solution Architecture.

Who are George Nelson's colleagues?

George Nelson's colleagues are Hyndhavi Datla, Sridharan Vankeepuram, Mba, Uday .konda, Shayna M. Beck, Jesse Jones, Kevin Zaltash, Keerthan Kumar.

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