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Head of Affluent Deposit Product's covering checking and savings accounts that serve the Affluent segment and Certificates of Deposit. Responsible for delivering an improved product value proposition and enhanced pricing strategy to drive account acquisition. Extensive experience in the financial services industry specializing in delivering digital payment solutions, wholesale credit strategy, and deposit expertise.
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Head Of Affluent DepositsWells Fargo Jul 2024 - PresentSan Francisco, California, Us -
Svp - Payment Initiatives ExecutiveBank Of America Feb 2022 - Jul 2024Charlotte, Nc, Us -
Adoption Executive SvpBank Of America Oct 2019 - Mar 2022Charlotte, Nc, UsWholesale Credit Strategy Adoption ExecutiveLeads the Adoption and Service Delivery teams for Wholesale Credit Strategy. Develops the strategy and implementation of training and support for Wholesale Credit’s target state underwriting, monitoring, and fulfillment platform.
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Sr. Vice PresidentBank Of America Jan 2018 - Oct 2019Charlotte, Nc, UsExperienced Senior Vice President that leads the strategic vision, development and implementation of digital payment solutions for Bank of America. Work with companies such as Apple, Google, Samsung, PayPal, Microsoft, Fitbit, and Garmin to bring digital payment choice to our customers.
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Vice PresidentBank Of America Oct 2015 - Jan 2018Charlotte, Nc, Us
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ConsultantCarlisle & Gallagher Consulting Group May 2014 - Oct 2015Plano, Texas, UsCarlisle & Gallagher Consulting Group (CG) is a management and technology consulting firm that delivers large-scale, complex technology solutions for the world’s leading financial services organizations. We help our clients solve their most critical business and technology problems, meet tight deadlines, and plan for future challenges in an industry that has been experiencing unprecedented change and competitive pressures. CG has built deep client loyalty and a strong reputation as a respected and sought after management and technology consulting firm by doing the right thing for our clients, employees, and community. We back this simple, but rare philosophy with a team of highly experienced consultants and a commitment to rapid, result-oriented solution delivery. -
Sr. Registered AssociateMorgan Stanley Jun 2008 - May 2014New York, Ny, UsMorgan Stanley Wealth Management is one of the largest wealth management firms in the world, with $1.7 trillion in client assets and nearly 17,000 Financial Advisors (as of June 30, 2012). Morgan Stanley Wealth Management’s Financial Advisors deliver tailored solutions designed to help achieve important financial goals. Mindful of differing investment objectives, risk tolerance and liquidity needs, the firm provides individuals, families, businesses and institutions with a wide variety of services: brokerage and investment advisory services, financial and wealth planning, access to credit and lending, cash management, annuities and insurance, and retirement services. -
Relationship BankerBb&T Aug 2007 - Jun 2008Charlotte, Nc, Us
Patrick Mcconnell Skills
Patrick Mcconnell Education Details
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University Of Maryland - Robert H. Smith School Of BusinessFinance & Strategy -
Elon University - Martha And Spencer Love School Of BusinessMarketing
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Gonzaga College High School
Frequently Asked Questions about Patrick Mcconnell
What company does Patrick Mcconnell work for?
Patrick Mcconnell works for Wells Fargo
What is Patrick Mcconnell's role at the current company?
Patrick Mcconnell's current role is Head of Affluent Deposits.
What is Patrick Mcconnell's email address?
Patrick Mcconnell's email address is mc****@****ail.com
What is Patrick Mcconnell's direct phone number?
Patrick Mcconnell's direct phone number is +130152*****
What schools did Patrick Mcconnell attend?
Patrick Mcconnell attended University Of Maryland - Robert H. Smith School Of Business, Elon University - Martha And Spencer Love School Of Business, Gonzaga College High School.
What are some of Patrick Mcconnell's interests?
Patrick Mcconnell has interest in Hiking, Apple Stuff, Macs, Bicycling.
What skills is Patrick Mcconnell known for?
Patrick Mcconnell has skills like Series 7, Wealth Management, Retirement Planning, Financial Services, Valuation, Investments, Securities, Finance, Management, Financial Analysis, Series 66, Dcf Valuation.
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