Pete Wheeler Email & Phone Number

Charlotte, Nc, Us

An accomplished banking and finance leader specializing in payments, product development, strategic planning, and revenue growth in the healthcare and insurance arenas.

Chapel Hill, Nc

Served as Senior Sales Manager working across several segments to drive new revenue through product sales to existing and prospective clients. Cultivated sales and leadership talent across the team, interfacing with senior managers to develop client and segment strategies and drive revenue through consultative selling. • Developed a payments team to execute one of Key’s four strategic pillars of healthcare. Joined with Commerical Bank, Cain Brothers, Institutional Bank, Laurel Road and others to deliver an additional multi-million dollar revenue stream. • Created industry and sales strategies that grew the payments business by 60% over 5 years.• Developed partnership strategy with FinTechs to expand product offerings across both healthcare providers and payers.• Recognized as a primary subject matter expert (SME), providing insight across many disciplines including lending, capital markets, and operations. Tripled nascent institutional healthcare client base through focused engagement with bankers.

Charlotte, North Carolina Area

Led over 100 sales and service professionals selling payment products.• Restructured the Treasury sales team to execute a new consultative selling model. Replaced majority of sales managers, developed an effective communications model with business partners, and redefined the sales strategy.• Drove 10%+ annual growth in payments revenue during tenure in the position.

Charlotte, North Carolina Area

Established a new healthcare sales, consulting, and product management team.• Launched the Healthcare payments vertical, including full segment sales and servicing strategy, product strategy and execution, and full reporting and profit and loss (P&L) capabilities.• Developed the first partnership strategy with FinTechs. Identified and negotiated contracts, created joint sales and marketing approach, and oversaw bank investment resulting in a 50% return on investment.

Focused on developing and implementing industry product strategies and solutions, and managing an effective healthcare sales team. Directed product consulting, product pricing, and segment strategy.• Co-head of healthcare treasury sales team, focused on not-for-profit hospital systems, urgent care clinics, and large physician practices with a special emphasis on revenue cycle management products. Top performing industry sales team in two out of three years. • Directed and implemented a sales strategy for a new healthcare product focused on improving patient collections. The strategy included a pilot program, pipeline development, and sales training.• Developed a healthcare-specific working capital management model designed to help clients understand receivables trends and pinpoint specific opportunities for improvement. Used the model to benchmark best practices across multiple healthcare segments.

Charlotte, North Carolina, United States

Re-organized the consulting model to provide greater impact. Changes included the creation of integration consulting positions to effectively assist customers with integrating bank data.• Re-focused healthcare strategy with a unique positioning in the market. • Created product launch positions to increase the effectiveness of new product introductions to the market, with emphasis on decreased time to revenue, targeted prospecting, and iterative sales process design.

Director of Product Consulting and Industry DevelopmentSenior manager reporting to the head of Product Management of a $6.5 billion treasury organization. Duties included management of complete product lines, development and execution of treasury strategies, acquisition of complimentary treasury businesses, implementation of a product consulting group and creation of industry-specific product strategies. Developed highly successful partnership with sales leading to better communication and efficiency.

Senior manager reporting to the President of a privately held financial settlement company serving large consumer packaged goods manufacturers. Responsible for developing new products and services, including web-based applications. Created and implemented a new product development methodology with emphasis on designing user-centered e-business applications. Also implemented the company’s first web-based information reporting system that won awards from both IBM and Microsoft.

Responsible for managing a cash management sales team supporting Fortune 1000 companies representing a $30 million annual revenue base.