Renee Jackson Email and Phone Number
Renee Jackson's Location
Charlotte, North Carolina, United States, United States
Renee Jackson's Contact Details
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About Renee Jackson
Financial executive and Certified Public Accountant with over thirty years in the financial services and energy industries, enhanced by Big 4 public accounting and mergers and acquisitions, senior management-level risk management and extensive program/project management experience. Program and Project Management experience involves the management of functional and technical projects in the Corporate and Investment Banking division, Merchant Services, International Commercial Card, Consumer and Small Business Banking and Legacy Asset Servicing (mortgage) areas of Bank of America; management of functional technical projects in the Mortgage (plus implementation of regulatory changes), Corporate Finance and Corporate Treasury technology and the broker-dealer (merger transition) areas of Wells Fargo; management of and serving as the Functional/Business Team Lead of a highly complex corporate credit, enterprise-wide and the complete re-write of the Corporate Credit Policy down to individual Lines of Business, including process and procedures, at Duke Energy. Additionally, was involved in strategic business development and support at both Duke Energy and Bank of America. Background includes management of enterprise credit risk functions throughout a complex, decentralized, multi-location set of regulated and unregulated subsidiaries at Duke Energy. Experience includes structuring, negotiating, and standardizing energy contracts, including derivatives. Also, served as the business project manager of a project team which converted a highly decentralized credit risk management approach into a centralized function with an overall credit policy, including guidelines and procedures, as well as centralized reporting and management of credit exposure and margin calculations through multiple new and updated systems. Experience also includes managing all external and internal funding activities of a start-up subsidiary at Duke Energy. In addition, background includes mergers and acquisitions experience, international credit underwriting, SEC and regulatory reporting, real estate, and credit review of multiple commercial real estate units, homebuilder, hedge funds and other commercial areas of Bank of America.
Renee Jackson's Current Company Details
Renee Jackson Work Experience Details
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Project Director - InvestmentsMutual Of Omaha Nov 2021 - PresentOmaha, Ne, Us
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Program Project ManagerWells Fargo Jan 2015 - Nov 2021San Francisco, California, UsFinancial Systems & Technology, Corporate Finance and Corporate Treasury. Responsibilities include all aspects of program/project management, from business case to implementation, for a program of highly complex, high risk, regulatory, strategic technology-based projects within the Capital Markets Securities Accounting Operations (Corporate Finance). Current $14 million program is transitioning 25% of the corporate balance sheet from LIBOR to new U.S. and international rates plus moving $1.4 trillion notional Affiliate Funding portfolio into the purchased securities’ accounting application, which is vendor supported. Prior projects include accounting pronouncement changes, annual upgrades, a complete re-installation of the existing SimCorp application, and a significant upgrade to the accounting system of record for the Wholesale Funding and Affiliate Funding portfolios (WallStreet Suite vendor). Other areas previously supported include Corporate Asset Liability Management and Liquidity Analytics Reporting System. (Contractor from January 2015 to July 2016 and October 2011 to April 2013.) -
Change Project ManagerBank Of America Jun 2013 - Dec 2014Charlotte, Nc, UsLegacy Asset Servicing. Projects included: 1) Technology and functional project to significantly reduce costs and improve efficiency related to regulatory requirements across 5 government agencies and 10 lines of business, which included significant policy, process and procedure redesign, 2) regulatory reporting, and 3) a servicing implementation. -
Project ManagerWells Fargo Oct 2011 - Apr 2013San Francisco, California, UsFinancial Systems & Technology, Corporate Treasury. Managed a technology project that was a significant upgrade to the accounting system of record for the Wholesale Funding and Affiliate Funding portfolios in Corporate Finance (WallStreet Suite vendor application).
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Change ManagerBank Of America Jan 2011 - Sep 2011Charlotte, Nc, UsConsumer & Small Business Banking Technology. Projects included: 1) Improvement of IVR authentication rates and customer experience and streamlining the customer IVR ID/PIN and enrollment processes as part of a large quarterly release and 2) expansion of 2 customer marketing sites and the upgrade of the NICE recording system across Global Wealth and Investment Management.
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Managing ConsultantNouveon Technology Partners, Inc. Apr 2010 - Dec 2010Clients: Wells Fargo Home Mortgage and Wells Fargo/Wachovia broker/dealer merger. Projects included: 1) Managed the U.S. Treasury’s 2nd lien program for homeowner assistance designed to work along with the 1st lien HAMP Program (“2MP Servicer Participation Program”) and led various solutions to unnecessary Borrower re-evaluations within Loss Mitigation and 2) Assisted with all aspects of testing for merger conversion between Wells Fargo and Wachovia’s broker/dealer divisions. -
Vice President, Change ManagerBank Of America Jun 2009 - Apr 2010Charlotte, Nc, UsMerchant Services and Global Commercial Card. Projects included: 1) Deployment of the international commercial card product in 11 different European countries, which involved an in-depth understanding of all countries’ regulatory rules, working closely with legal, compliance and product representatives and analyzing outside law firm opinions and 2) Management of initial stages of the Bank of America Merchant Services/First Data merger.
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Change ManagerBank Of America May 2008 - Jun 2009Charlotte, Nc, UsMerchant Services. Implementation of chip and pin debit to Canadian merchant customers, which involved complex regulatory, system integration, and contractual/legal requirements.
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Senior Vice President, Credit Review ManagerBank Of America Feb 2006 - Dec 2007Charlotte, Nc, UsCommercial Banking. Responsibilities included evaluating the strength of the Commercial Bank’s credit risk management processes through conducting periodic, in-depth examinations of the quality and consistency of credit processes with particular focus on Client Selection, Underwriting, and Monitoring. The evaluation involved determining the unit's adherence to credit policy and underwriting guidelines.
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Principal, Senior Change ManagerBank Of America May 2004 - Jan 2006Charlotte, Nc, UsGlobal Capital Markets & Investment Banking Strategic Business Development & Support. Managed large and complex programs/projects using a Six Sigma approach as part of GCIB’s COO group. The GCIB & GWIM Partnership Project’s goals were to increase referrals and product sales between the two divisions by improving all aspects of the processes involved, including new product approval, training, marketing, distribution, incentives, and the transparency around sales performance and goals. The Employee Trading Project involved evaluating and revising the employee trading programs offered through existing designated broker/dealers. Expense Management project involved creating cost savings through training, awareness and management of expenses, which led to creation of an enterprise expense approval system and entire group dedicated to approving employee expenses across the enterprise.
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Director, Corporate Risk ManagementDuke Energy Corporation Apr 2001 - Apr 2004Charlotte, North Carolina, UsCounterparty Credit and Credit Administration. Structured, negotiated & approved commodity trading lines, long-term energy contracts, & procurement-type contracts, as well as managed ongoing enterprise exposure for commercial, industrial, oil & gas, real estate, telecommunications, & financial services industries. Served as chief Corporate Credit representative for 7 of the 8 enterprise business units. For Duke Capital Partners (DCP), reviewed weekly deal packages to make a credit rating recommendation to Duke Energy’s Chief Credit Officer. Conducted training for all aspects of enterprise credit risk management. Managed the Corporate Credit Policy, Guidelines, & Procedures, as well as the Contract Administration area of Corporate Credit. Served as Functional Team Lead during the Planning, Overall Design, & Detailed Design phases of the Corporate Credit Project Eclipse. This program/project was the complete overhaul of existing credit processes & systems from individual business unit functions to a centralized function through the development of four separate credit systems, three of which were interfaced, & two of which were proprietary. Final implementation provided centralized management of counterparty identification, counterparty credit management, credit reporting, executed contracts, & streamlined credit approval processes. Created & delivered training surrounding all aspects of credit risk management for the corporation. Led the complete re-write of the Corporate Credit Policy & added subsidiary-level requirements, along with creating the detailed documentation of the related Guidelines and Procedures. Chief designer/sponsor of the EContracts system, which housed detailed terms & conditions of all contracts, interfaced with the credit risk management reporting system to automate margin calculations & exposure reporting at the individual contract, counter-party legal entity & family, internal legal entity, internal business unit, & corporate levels. -
Senior Manager Project FinanceDukesolutions Sl Jun 1998 - Apr 2001Managed, analyzed & documented all external funding activities of the company, which included establishing & maintaining relationships with external funding sources, creating & maintaining finance program agreements, preliminary & final customer credit approvals, negotiating the financing documents with the lender, the interim & final funding of all projects, & executing any necessary interest rate hedges. These responsibilities consisted of evaluating the company’s overall risk & economic return, as well as the accounting impact associated with different financing structures for each project (loan, lease, sale of receivables, etc.). Interim and final funding activities involved interaction with engineering & sales to monitor construction progress & to ensure that proper documentation was obtained for insurance, certificate of completion, mechanic’s lien waivers, title insurance, environmental reviews, landlord mortgagee waivers, etc. Responsible for creating & researching new structures for the financing of projects (synthetic leasing, credit derivatives, credit insurance, etc.). Other activities: leading or participating in financial discussions with customers to determine the customers’ financial “drivers” for internal deal structuring purposes & to assess their credit risk. Extensive interaction with legal, sales, engineering, structured transactions groups & Duke Energy’s risk management department was required. Projects to be financed included energy efficiency projects; design & construction or purchase of new or existing cogeneration, steam or chilled water facilities; and transform power projects for the industrial, commercial, federal, and municipal markets. Accomplishments: *Structured a $75 million-plus sale of receivables syndication facility for the ongoing funding of government contracts, with Duke as the premier participant and insurance companies as the primary investors. (DukeSolutions was a start-up subsidiary of Duke Energy.) -
Mergers And Acquisitions ManagerKpmg Us Feb 1998 - Jun 1998New York, Ny, UsAdvised domestic and multinational strategic corporate buyers and private equity investment firms in all areas of mergers, acquisitions, and due diligence in a wide spectrum of industries including manufacturing, information technology, and services. [The Mergers and Acquisitions Group relocated to Atlanta, Georgia in June 1998 and I chose not to move.] -
International Corporate Banking Associate, Assistant Vice PresidentFirst Union National Bank May 1997 - Feb 1998UsCapital Markets. Underwrote new deals, analyzed and monitored existing credit relationships, served as a critical communication link between the relationship managers in the field and credit administration, and recommended appropriate structures and solutions to meet customers' needs. Customers were domestic subsidiaries of international companies that were investment grade (or equivalent) with annual sales between $250 million and $1.5 billion. -
Due Diligence Support Analyst, Accounting OfficerFirst Union National Bank May 1995 - May 1997UsFinance Division Team Lead. Served as the Finance Division team leader on merger and acquisition due diligences, which involved analyzing financial information, reviewing purchase agreements and legal documents, and identifying/resolving issues that created material risks or opportunities for the corporation, using both qualitative and quantitative analysis. Facilitated communication and analysis between multiple business units to achieve optimal corporate solutions to various problems. Assisted in assessing the financial impact of various proposed initiatives throughout the corporation. Accomplishments: * Coordinator/facilitator for The Learning Program, an informal training forum in which current "hot" topics were discussed by experts within the corporation. * Assisted in management of the timing, communication, and documentation of the restructuring charges for the First Fidelity Bancorp merger.
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External Reporting AnalystFirst Union National Bank Jul 1993 - May 1995UsCorporate Finance. Prepared external financial reports for the corporation, including consolidated annual and quarterly shareholder reports, regulatory reports for the SEC, FRB, OCC, FDIC, and HUD, and annual financial statements for First Union Brokerage, First Union Futures, and employee benefit plans.
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In-Charge, Staff And Assistant - Audit DivisionKpmg Jun 1991 - Jul 1993Toronto, On, CaFinancial Services Team. Served as in-charge and staff on various audits concentrated in the financial services industry, including First Union Brokerage Services, First Union's Common Trust Funds, a small statewide bank, a savings and loan organization, and a $5.6 million mortgage company.
Renee Jackson Education Details
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Clemson UniversityAccounting
Frequently Asked Questions about Renee Jackson
What company does Renee Jackson work for?
Renee Jackson works for Mutual Of Omaha
What is Renee Jackson's role at the current company?
Renee Jackson's current role is Project Director - Investments - Mutual of Omaha.
What is Renee Jackson's email address?
Renee Jackson's email address is ja****@****uth.net
What is Renee Jackson's direct phone number?
Renee Jackson's direct phone number is +170464*****
What schools did Renee Jackson attend?
Renee Jackson attended Clemson University.
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