Jeff O'Keefe

Jeff O'Keefe Email and Phone Number

Commercial Banking Client Coverage Strategy and Business Optimization Leader @ Wells Fargo
Charlotte, NC, US
Jeff O'Keefe's Location
Charlotte, North Carolina, United States, United States
Jeff O'Keefe's Contact Details

Jeff O'Keefe personal email

n/a

Jeff O'Keefe phone numbers

About Jeff O'Keefe

As a Strategy & Transformation Leader in Financial Services, I work In Wells Fargo’s Commercial Banking Client Coverage division, where I support Market and Segment Leaders in driving efficiencies across the Mid-Corporate, Middle Market, Emerging Middle Market, Real Estate and Specialized Industries businesses.A High-integrity Leader, Collaborator, Effective Influencer, Relationship Builder, and Facilitator with a longstanding history of success in scoping, defining, and executing high impact business initiatives—I know first-hand that facilitating change within a large, matrix organization is never easy. As Wells Fargo continues its transformation, I’ve been called on to facilitate and lead many critical efforts across the firm. Key to my success has been the ability to understand stakeholders’ fears, concerns, and resistance to change, and provide the path forward so that everyone is on the same page. I have demonstrated the ability to deliver through both Leveraged Resources and Direct Reports to achieve desired outcomes, and to execute a large volume of work with a lean team due to exceptional strengths in prioritizing and optimizing the team.

Jeff O'Keefe's Current Company Details
Wells Fargo

Wells Fargo

View
Commercial Banking Client Coverage Strategy and Business Optimization Leader
Charlotte, NC, US
Website:
wellsfargo.com
Employees:
205138
Jeff O'Keefe Work Experience Details
  • Wells Fargo
    Commercial Banking Client Coverage Strategy And Business Optimization Leader
    Wells Fargo
    Charlotte, Nc, Us
  • Wells Fargo
    Commercial Banking Client Coverage Strategy & Business Optimization Leader
    Wells Fargo Jun 2019 - Present
    San Francisco, California, Us
    As Strategy Leader for the Commercial Banking Client Coverage business, I work with Market and Segment leaders to develop and implement strategies that improve the customer and employee experience, while improving efficiencies across Mid-Corporate, Middle Market, Emerging Middle Market, Real Estate and Specialized Industries businesses.I was a key contributor in transitioning a large, decentralized organization into a more centralized model, where I facilitated extensive organization design and coverage strategies that aligned our coverage to client opportunity.To ensure the success of these endeavors, I deployed a thoughtful, end-to-end change management process along all stages of this transformation and leveraged strong relationship building to cultivate crucial collaboration.
  • Wells Fargo
    Wholesale And International Strategy Senior Leader
    Wells Fargo Jul 2018 - May 2019
    San Francisco, California, Us
    I served as a leader on the Wholesale strategy team partnering with line of business leaders to develop annual strategic plans and to support high priority strategic initiatives.
  • Wells Fargo
    Head Of Basel Qualification Group
    Wells Fargo Jan 2009 - Jun 2018
    San Francisco, California, Us
    I designed, implemented and led a new organization to meet regulatory requirements for maintaining and demonstrating compliance with the risk-based capital rules (Basel II/III) including the authoring of the corporate policy defining requirements to operationalize on-going compliance, governance, and independent testing of risk-based capital rules across the firm.My role involved managing the Internal Audit relationship and Agency examination process, meeting monthly with Federal Reserve, OCC, and FDIC to review program status, and preparing quarterly updates for the Capital Reporting Committee and annual Qualification Report for the Board of Directors.
  • Wells Fargo
    Strategic Initiatives Consultant
    Wells Fargo Feb 2007 - Dec 2008
    San Francisco, California, Us
    Served in an internal Strategic Consulting group where I partnered with LOB leaders to scope, define, and execute high impact business initiatives across payment strategies, asset management and corporate treasury.
  • Businessgenetics
    Managing Partner, East Region
    Businessgenetics Jun 2006 - Jan 2007
    Centennial, Co, Us
    As Regional Managing Partner at this professional services company, I drove profitable growth and expansion of the Eastern region by increasing penetration at existing accounts, developing new clients, and building the local consulting workforce.
  • Nct
    Chief Operating Officer
    Nct Jan 2004 - Apr 2006
    NCT was a professional services company. In this role I held full P&L responsibility for the company’s largest division representing 90% of revenues and 100% of profit. During this time, I increased revenue by 50% by creating the infrastructure, capabilities and channel partner relationships needed to support aggressive growth.
  • Accenture
    Associate Partner
    Accenture Jul 2000 - Mar 2003
    Dublin 2, Ie
    As an Associate Partner, I led large complex teams of 10 to 150+ across multiple functions and departments to deliver measurable improvements in business performance and customer service. I was recognized as an expert in planning and executing successful initiatives.

Jeff O'Keefe Skills

Business Process Improvement Program Management Leadership Project Management Strategic Planning Contract Negotiation Team Building Business Development Risk Management Strategy Management Process Improvement Pmo Business Analysis Vendor Management Banking Mergers And Acquisitions Change Management Management Consulting Portfolio Management Cross Functional Team Leadership

Jeff O'Keefe Education Details

  • University Of Tennessee, Knoxville
    University Of Tennessee, Knoxville
    Aerospace Engineering
  • Vanderbilt University
    Vanderbilt University
    General

Frequently Asked Questions about Jeff O'Keefe

What company does Jeff O'Keefe work for?

Jeff O'Keefe works for Wells Fargo

What is Jeff O'Keefe's role at the current company?

Jeff O'Keefe's current role is Commercial Banking Client Coverage Strategy and Business Optimization Leader.

What is Jeff O'Keefe's email address?

Jeff O'Keefe's email address is ok****@****uth.net

What is Jeff O'Keefe's direct phone number?

Jeff O'Keefe's direct phone number is +170455*****

What schools did Jeff O'Keefe attend?

Jeff O'Keefe attended University Of Tennessee, Knoxville, Vanderbilt University.

What skills is Jeff O'Keefe known for?

Jeff O'Keefe has skills like Business Process Improvement, Program Management, Leadership, Project Management, Strategic Planning, Contract Negotiation, Team Building, Business Development, Risk Management, Strategy, Management, Process Improvement.

Who are Jeff O'Keefe's colleagues?

Jeff O'Keefe's colleagues are Dina Trujillo, Traci Ewing, Lisa Mcbride, Jennifer Farrell, Sailaja Saripalli, Rohit Sadhukhan, Tahaun Squires.

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