Van O'Neill Email & Phone Number

Charlotte, North Carolina, United States

Charlotte, North Carolina Area

Promoted to provide strategic leadership to drive integration of TIAA Bank and Ever Bank and manage strategy and operations of resultant organization. Leverage existing data to drive evaluation, collaboration, and critical decision-making, enabling creation and execution of effective strategies delivering ideal operational models. Provide leadership to strategic execution team, governance team, and process excellence team, driving long-term strategy, consistency and compliance, transparency, and efficiency.• Served as executive co-sponsor for Engage employee resource group, uplifting Asian community and associates to expand diversity and inclusion awareness, integrate feedback into company policies, and promote engagement.• Attained company- and industry-leading employee engagement score by maintaining focus on employee engagement, empowerment, and growth and integrating employee feedback into ongoing process improvements.

Charlotte, North Carolina

Directed strategic planning and operational efforts supporting executive vice president aligned across all individual product and service businesses including banking, brokerage, IRA, and insurance. Responsible for several teams including strategy, business and analytics, communication, and risk and controls, and unified business continuity planning across all business lines. Centralized enterprise change management and execution capabilities, introducing governance program for structure, reporting, transparency, and visibility across business units that enabled preemptive mitigation of risk exposure.• Led flawless execution of cross-functional strategy guiding TIAA Bank and Ever Bank’s merger and acquisition to Legal Day 1. Discerned and translated regulatory requirements and facilitated collaboration between internal and external legal counsel and leadership for both companies, consolidating input and gaining alignment between teams to enable finalization of transaction.

Charlotte, North Carolina, United States

Created strategic vision and execution plan to develop payments capability for emerging online bank organization; expanded responsibilities to include entire cross-functional operations competency. Progressively designed, staffed, and operationalized additional teams throughout execution of strategic plan, including change management, information security, production, operations, vendor management, and user acceptance. Recruited and hired staff and negotiated contracts with 3rd-party contractors to amplify resource capacity and optimize for future flexibility, ensuring maximum contract value.• Enabled establishment of online bank organization by developing and introducing products, service, policies, and procedures across all customer-facing channels and associated policies and procedures supporting payment and operations capabilities. • Drove transparency and compliance with Bank Secrecy Act and Anti-Money Laundering by successfully shifting executive mindsets and managing remediation of consent order associated with anti-money laundering initiatives.

Charlotte, North Carolina, United States

Consulted with several large organizations in technology and financial services sectors, facilitating significant process improvements and issue remediation in collaboration with global partner teams. Promoted from manager to senior manager within 6 months. Sought by clients based on repeated success and positive reputation.• Orchestrated successful remediation project bringing big 4 bank’s commercial division into compliance with matters requiring attention (MRA) administered by banking industry regulators. Unified 60-person cross-functional team to develop and document remediation plan, including data mapping, analysis, research, and project reporting.• Improved client-facing estimation process and increased customer satisfaction for large financial services technology provider by leading design and development of menus, roadmaps, and optimized capacity model that enabled more accurate cost and time estimates.

Consulted and advised GMAC Financial Services on impending transition to bank holding company, providing guidance to minimize company risk exposure. Built technology council to enable cohesive cross-enterprise preparation.

Led integration of consumer and retail mortgage organizations between Wachovia Corporation and Wells Fargo & Company.