Jason Donaldson

Jason Donaldson Email and Phone Number

Executive Director, Product Managment Senior Manager @ Wells Fargo
san francisco, california, united states
Jason Donaldson's Location
Pittsburgh, Pennsylvania, United States, United States
Jason Donaldson's Contact Details

Jason Donaldson work email

Jason Donaldson personal email

About Jason Donaldson

I am a US Navy Veteran who has enjoyed a rewarding career in Treasury Management, with experience in Operations, Sales, Product Management & Consulting. The most rewarding aspect of my career has always been when I am able to work in conjunction with a client to put together multiple pieces of their cash management puzzle to create a customized solution (using the products & services we offer) that re-defines their Treasury strategy, and turns their billing & cash application cycle from something that’s a pain point into an afterthought, allowing them to focus their time & resources on running their business. That's my ultimate goal: To make Treasury Management easy, so that my clients can focus on what they do best.

Jason Donaldson's Current Company Details
Wells Fargo

Wells Fargo

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Executive Director, Product Managment Senior Manager
san francisco, california, united states
Website:
wellsfargo.com
Employees:
246787
Jason Donaldson Work Experience Details
  • Wells Fargo
    Executive Director, Product Managment Senior Manager
    Wells Fargo Apr 2023 - Present
  • Checkalt
    Executive Sales Director
    Checkalt Aug 2021 - Apr 2023
    Pittsburgh, Pennsylvania, United States
    I led a team of Sales Executives & Relationship Managers, who focused on revenue growth, increasing profitability and client satisfaction. Our team recognized that mutual trust is key to a successful business relationship, and we worked very hard to build and maintain the trust of our clients.
  • Pnc
    Receivables Product Management Team Manager
    Pnc Jan 2018 - Aug 2021
    Greater Pittsburgh Area
    As a Product Management Team Manager, I had the pleasure of leading an amazing team of professionals who developed and managed innovative Receivables solutions that helped revolutionize the Cash Management & Application processes for businesses of all shapes & sizes. I have had a number of managers through the years, and I tried to incorporate the things I learned from each of them into the team I managed. My goal was for the Product Analysts and Product Managers I worked with to continually learn & grow, and to have very successful careers of their own as they designed/marketed/managed solutions that helped to make both our institution and the clients we served, more successful.
  • Pnc
    Receivables Product Manager
    Pnc Oct 2007 - Dec 2018
    As a Receivables Product Manager, I was able to put my personal stamp on the products and services available for clients to utilize. My favorite part of Product Management is that you get to wear many hats: Over the course of a given day, I could be a salesperson, a client, a client service representative, a technical resource, etc. I really enjoyed creating marketing materials that would be used “in the field”, helping to educate our Sales Team on the solutions we sell & share insight with them on how we can be more successful, and especially, speaking to clients and making them aware of developments in the Receivables industry that could benefit them. Two of the accomplishments during my time as a Product Manager that I am most proud of are: Leading a cross-functional team that created a new Electronic Bill Payment & Presentment (EBPP) solution; and the other was the international expansion of a major lockbox network.
  • Pnc
    Treasury Management Sales Associate
    Pnc May 2006 - Sep 2007
    After I completed PNC’s Corporate & Institutional Banking Training Program, I worked as a Treasury Management Sales Associate. In this role, I managed a very large portfolio of clients with myriad needs, and was responsible for determining which solutions were right for which customer, and supporting them, not just through the Sales & Implementation process, but beyond that as their needs continued to evolve. During this time, I gained exposure to the entire suite of Treasury Management solutions.
  • Pnc
    Ach Funds Transfer Representative
    Pnc Jul 2003 - Apr 2006
    This is the position where my banking (and civilian) career began. I took this position about 7 months after leaving the Navy, at a time when I knew nothing at all about banking and while I was going to school full time in pursuit of my bachelor’s degree. I worked with a wonderful team who took the time to train me on everything I needed to know about banking, Treasury Management (especially ACH), Risk Management, Customer Service, etc. My team also encouraged me to think “outside the box” and to always seek more efficient ways of doing things, which are two things that I have carried with me throughout my career.
  • Us Navy
    Fire Controlman
    Us Navy Nov 1996 - Nov 2002
    I enlisted in the Navy about a year after graduating high school, and it was the best thing I’ve ever done for myself. Serving my country was an honor, but my time in the Navy has continued to reward me ever since, by instilling a sense of discipline in me, teaching me how to work with a diverse team of people from all over the country, providing me with a “can-do” attitude, teaching me how to work under pressure, and allowing me to establish friendships & share experiences with people that I’ll carry with me the rest of my life. During my time in the Navy, I attended two years of advanced electronics training school, after which I served onboard the USS Klakring (FFG-42) as a Fire Control Technician, responsible for maintaining and operating the ship’s fire control systems. I saw a large chunk of the world, visiting multiple locations in the Mediterranean, the Persian Gulf & the eastern seaboard of the US; and even circumnavigated South America (twice).

Jason Donaldson Skills

Banking Cash Management Risk Management Treasury Management Financial Analysis Sales Business Analysis Management Product Management Marketing Vendor Management Training Ach Consulting Microsoft Excel Microsoft Office Accounts Receivable Project Management Aml Product Development B2b Public Speaking Sales Presentations Powerpoint Lockbox Ebpp Remote Deposit Capture Pricing Strategy Consultative Selling Style

Jason Donaldson Education Details

Frequently Asked Questions about Jason Donaldson

What company does Jason Donaldson work for?

Jason Donaldson works for Wells Fargo

What is Jason Donaldson's role at the current company?

Jason Donaldson's current role is Executive Director, Product Managment Senior Manager.

What is Jason Donaldson's email address?

Jason Donaldson's email address is ja****@****alt.com

What schools did Jason Donaldson attend?

Jason Donaldson attended University Of Pittsburgh - Joseph M. Katz Graduate School Of Business, University Of Pittsburgh, Carnegie Mellon University - Tepper School Of Business, University Of North Carolina At Chapel Hill.

What are some of Jason Donaldson's interests?

Jason Donaldson has interest in Arts And Culture.

What skills is Jason Donaldson known for?

Jason Donaldson has skills like Banking, Cash Management, Risk Management, Treasury Management, Financial Analysis, Sales, Business Analysis, Management, Product Management, Marketing, Vendor Management, Training.

Who are Jason Donaldson's colleagues?

Jason Donaldson's colleagues are Camilla Simmons, Joseph Medugu, Autum Entenman, Harlon Hubbard, "sherry" Xiaoqi Guo, Julie Simmons, Nickie Valdez (Hutchison).

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