Robert Farnham

Robert Farnham Email and Phone Number

Director | Financial Services Consulting | Change Management | Program Leadership @ Monticello Consulting Group
Charlotte, NC, US
Robert Farnham's Location
Charlotte, North Carolina, United States, United States
Robert Farnham's Contact Details

Robert Farnham personal email

About Robert Farnham

As a Commercial Banking Executive with more than 20 years of industry experience, I amadept at building and developing strong teams, and defining and executing high-impactportfolio growth, risk mitigation, and process improvement strategies.Having successfully developed new products, managed complex large-scale projects, andpartnered with cross-functional leaders to drive business goals, I am committed toconsistently ensuring superior client service and exceeding expectations.Recognized as a strategic, collaborative and visionary leader, I possess keen financial andanalytical competencies, along with strong problem solving, relationship management,team building and executive communication skills.EXPERTISE:Team Leadership ∣ Recruiting ∣ P&L ∣ Portfolio Management ∣ Continuous Improvement∣ Project Management ∣ Product Development ∣ Risk Management ∣Treasury Services ∣Business Requirements ∣ Wholesale Lending ∣ Business Development ∣ Financial/DataAnalysis ∣ Strategic Planning ∣ Regulatory ComplianceYou can reach me via email at robertfarnhamiv@gmail.com.

Robert Farnham's Current Company Details
Monticello Consulting Group

Monticello Consulting Group

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Director | Financial Services Consulting | Change Management | Program Leadership
Charlotte, NC, US
Website:
bipconsulting.us
Employees:
57
Robert Farnham Work Experience Details
  • Monticello Consulting Group
    Director | Financial Services Consulting | Change Management | Program Leadership
    Monticello Consulting Group
    Charlotte, Nc, Us
  • Monticello Consulting Group
    Senior Manager
    Monticello Consulting Group Oct 2019 - Present
    New York, Ny, Us
    In my role as a Senior Manager, I lead change initiatives that drive operational excellence and enhance organizational performance. With a focus on simplifying processes and managing complex projects, I guide cross-functional teams to ensure the successful execution of client-wide programs that span multiple businesses and involve substantial budgets.Key responsibilities include:Change Project Leadership: I oversee large-scale transformation projects, collaborating closely with clients to identify challenges and implement strategic solutions that align with their business objectives.Team Leadership: I mentor and lead diverse teams, fostering a collaborative environment that encourages innovation and accountability. My leadership style emphasizes clear communication and empowerment, enabling team members to excel in their roles.Operational Simplification: I analyze existing operations to streamline processes, reduce inefficiencies, and enhance overall productivity. My goal is to create more agile and responsive organizations.Program Management: I manage comprehensive programs that cover various business units, ensuring alignment across stakeholders and the effective allocation of resources. My experience with large budgets enables me to deliver impactful results while maintaining fiscal responsibility.Through strategic oversight and a commitment to excellence, I strive to deliver meaningful change that drives sustainable growth and operational efficiency for my clients.
  • Wells Fargo
    Product Owner
    Wells Fargo Jul 2019 - Oct 2019
    San Francisco, California, Us
    In my role as Product Owner, I lead the development of a cutting-edge digital tool designed for wholesale lending, with a focus on regulatory compliance, profitability, and user experience. I collaborate closely with cross-functional teams, including software developers, UX/UI designers, and business stakeholders, to ensure that the product meets the needs of our users while adhering to industry regulations.Key responsibilities include:Regulatory Compliance: I prioritize and integrate regulatory requirements into the product roadmap, ensuring that our tool remains compliant with the latest industry standards and practices.Profitability Focus: I analyze market trends and customer feedback to identify opportunities for enhancing profitability, optimizing workflows, and reducing costs, ultimately driving value for our clients.User Interface Optimization: I advocate for a seamless user experience, working with designers to create intuitive interfaces that enhance usability and satisfaction. Regular user testing and feedback loops inform our iterative design process.Through strategic vision and hands-on leadership, I strive to deliver a robust digital solution that empowers wholesale lenders to navigate a complex regulatory landscape while maximizing operational efficiency and profitability.
  • Collabera Inc.
    Senior Product Manager
    Collabera Inc. Aug 2018 - Jul 2019
    Basking Ridge, New Jersey, Us
    As a Senior Product Manager, I spearhead the development of an innovative digital tool for wholesale lending, focusing on regulatory compliance, profitability, and user interface design. I collaborate with cross-functional teams, including software engineers, UX/UI designers, and business leaders, to create a product that not only meets user needs but also aligns with industry standards.
  • Wells Fargo
    Svp, Regional Vice President / Other Positions
    Wells Fargo Jun 2000 - Dec 2016
    San Francisco, California, Us
    SVP, Regional Vice President – Government & Institutional Banking (2013-2016)SVP, Director of Liquidity & Public Funds Collateral Management (2008-2013)SVP, Commercial & Government Segment Deposit Portfolio Manager (2000-2008)I was recruited by the Bank in 2000 to build niche wholesale products and direct newCommercial & Government segment financial affairs.As Regional VP (2013-2016), built and directed new divisional unit focused on small- andmid-sized U.S. Government entities. Recruited and managed remote team, analyzed, wroteand improved wholesale banking and other policies, managed portfolio risk, and droveportfolio growth. Held full P&L responsibility. Led 9 direct reports.As Director (2008-2013), developed and directed enterprise wide Treasury Operationsteam of 12 (Investment Advisors & Operations staff). Held accountability for interest ratemanagement. Responsible for $60B public deposit portfolio.Earlier career responsibilities included developing/implementing strategic & tacticalbusiness plans, managing interest rate risk, defining business requirements, collaboratingwith cross-functional teams, managing product project teams, and directing variouscommunication activities.

Robert Farnham Skills

Banking Portfolio Management Analysis Risk Management Fixed Income Mergers Crm Financial Analysis Loans Strategic Planning Investments Leadership Sales Credit Strategy Management Underwriting Insurance Mergers And Acquisitions Finance Corporate Finance Financial Services Forecasting Budgets Project Management Operations Management Commercial Banking Treasury Management Product Management Cash Management Asset Management Coaching Sales Management Team Building Product Development Continuous Improvement Business Strategy

Robert Farnham Education Details

  • Vanderbilt University - Owen Graduate School Of Management
    Vanderbilt University - Owen Graduate School Of Management
    Management/Finance
  • The University Of The South
    The University Of The South
    Political Science- Public Law
  • The Southeastern School Of Banking
    The Southeastern School Of Banking
    Financial Services

Frequently Asked Questions about Robert Farnham

What company does Robert Farnham work for?

Robert Farnham works for Monticello Consulting Group

What is Robert Farnham's role at the current company?

Robert Farnham's current role is Director | Financial Services Consulting | Change Management | Program Leadership.

What is Robert Farnham's email address?

Robert Farnham's email address is ro****@****via.com

What schools did Robert Farnham attend?

Robert Farnham attended Vanderbilt University - Owen Graduate School Of Management, The University Of The South, The Southeastern School Of Banking.

What skills is Robert Farnham known for?

Robert Farnham has skills like Banking, Portfolio Management, Analysis, Risk Management, Fixed Income, Mergers, Crm, Financial Analysis, Loans, Strategic Planning, Investments, Leadership.

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