Tim Everhart Email & Phone Number

Charlotte, Nc, Us

Charlotte, North Carolina, Us

Responsible for leading the Treasury Solutions product integration program to combine and rationalize the BB&T and SunTrust product portfolios leveraging technology, operations and risk.

Charlotte, Nc, Us

Responsible for risk administration, client escalation remediation, and operational process efficiency for the division working closely with compliance, operational risk, legal, operations, and technology.Manage a $45MM portfolio business with Merchant Services and the Trustee Management Group.

Charlotte, Nc, Us

Responsible for two key business functions within Treasury & Payments Solutions: Trustee Management and Global Trade Solutions.Additional responsibilities included strategy planning, line of business relationship management, and business change initiatives to improve executional excellence across the division.

Charlotte, Nc, Us

Responsible for technology strategies and delivery for the bank’s Wholesale division. This includes the Corporate & Investment Banking, Commercial & Business Banking, Treasury & Payment Solutions and Commercial Real Estate Banking lines of business.

Charlotte, Nc, Us

Responsible for the bank’s data warehouse information delivery of $100MM in initiatives. Accountable for architecture alignment, change management, executive engagement, and vendor metrics/governance.Led the Enterprise Foundation Initiative, which enabled new business opportunities through robust cross product analytical capabilities while driving down cost/complexity and reducing regulatory and operational risk.

Charlotte, Nc, Us

Managed the Legal Day One efforts for Bank of America and Merrill Lynch for the funding and regulatory alignmentsLed cross functional teams in the divesture of the Equities Prime Brokerage to BNP Paribas Bank.Managed the transition of Bank of America and LaSalle Bank for the Capital Markets front office products.Responsible for the development and implementation of the off-shore strategies, as well as transition and integration processes to support the Global Corporate and Investment Bank (GCIB) delivering $70 million in savings.Led an offshore team of 300+ associates focused on providing services to drive revenue while maintaining quality levels of over 90%.Developed and implemented measurement processes and service level agreements for global resource programs to ensure significant return on investment.

Charlotte, Nc, Us

Managed the Technology and Operations transition of Bank of America and Fleet Bank for the Capital Markets products.Responsible for the management and oversight of key business infrastructure functions supporting the Investment Banking and Capital Markets businesses.Managed the review of Technology and Operations platform supporting the GCIB businesses, resulting in efficiencies in excess of $250 million.Enhanced the Technology Initiative Governance process to ensure alignment of initiatives with strategic priorities and budgetary compliance.

Charlotte, Nc, Us

Managed the delivery of a new front office system to support the front office trading environment for Global Foreign Exchange. Tasks include plan management, team coordination, contract negotiations, cost/benefit analysis and business requirement needs assessment.Coordinated an effort for Credit Derivatives to re-engineer their front office trading environment and report generation. Worked with the business leaders on their business and financial plans. Assisted in the establishment of resources and prioritization for technology solutions to support the business’ growth.Managed an initiative to review the consumption of vendor data across the trading floor environments for cost reductions. This initiative included usage analysis and contract renegotiations (i.e. Bloomberg, Reuters, Bridge, etc.). Established the internal processes and business unit for maintaining usage information for business reporting and management resulting in a $15MM savings in the first year.Led the realignment of the affordable housing relationships from the Real Estate Group to the Community Development Bank. This initiative was complex due to the high profile clients and business infrastructures. The volume of portfolio movement was $607.2MM in commitments and $18.0MM in deposits.Led the northwest pacific transition for the Real Estate Group. The task included the realignment of customer relationships, cleanup of the customer portfolios and restructuring of the profitability systems. This effort resulted in the realignment of $406.1MM in loans and $17.5MM in deposits.

Charlotte, Nc, Us

Managed the teams responsible for the analysis and definition studies to evaluate technology needs, project and plan tracking of initiatives and functional analysis for the client relationship management platform.Managed east coast technology support teams and call centers.

Advanced Leadership Program

Bachelor Of Science - Bs, Business Management/Computer Science