Charlie Gulick is a skilled professional, working in U.s. Bank main office of which is in 290. as a Vice President of Wealth Omni Sales Optimization from 2018. Charlie Gulick has earned professional experience in more than 16 positions at various companies. Charlie Gulick went to the Thunderbird School of Global Management and got education from 1995 to 1997. San Francisco, California is the area, where this expert was lastly known to live. This expert's email address and phone number are easily accessed through Connexy on demand.
Name variants:
Charles Gulick,
Charlene Gulick,
Charlotte Gulick
Contact Information
Last Update
Feb 1, 2016
Email
ch**@yahoo.com
Location
San Francisco, CA
Company
U.s. Bank
Workplace
Vice President of Wealth Omni Sales Optimization
Work History
Vice President of Wealth Omni Sales Optimization
800 Nicollet Mall, Minneapolis, MN 55402
Apr 2018 — Feb 2020
Managing Director
5900 Silver Creek Valley Rd, San Jose, CA 95138
Partnered with senior client leadership to develop strategic product analyses and business design solutions
Developed cross initiative roadmaps and led implementation teams through executi...
Jan 2011 — Aug 2013
Managing Director
• Redesigned program management and consulting operational infrastructure, led implementation and manage ongoing operations and delivery to key Financial Services and High Tech clientele
• ...
from Jan 2011
External Consultant - Strategic Program Manager
420 Montgomery St, San Francisco, CA 94129
Business Requirements development and implementation oversight for Wealth Management platform. Manage nationwide application roll-out in concert with Wachovia merger activities.
2010 — 2010
President
CRG Consult is an independent managing consulting practice with 12 + years of strategic advisory experience. Our goal is to assist clients in the Financial Services and IT spaces with Opera...
Feb 2009 — Jan 2011
VP Strategic Planning
Medical records retrieval and digitalization for the Insurance Industry
Sep 2007 — Feb 2009
Vice President Strategic Planning
10459 Mountain View Ave SUITE E, Loma Linda, CA 92354
Medical records retrieval and digitalization for the Insurance Industry
Sep 2007 — Feb 2009
Project Manager
Business Requirements development and implementation execution of Financial Planning platform for nationwide roll-out
2001 — 2002
Project Manager
1585 Broadway, New York, NY 10003
Business Requirements development and implementation execution of Financial Planning platform for nationwide roll-out
2001 — 2002
Sn Manager
Strategy and Change management expert. Focused on Financial Services and IT clientele.
May 1999 — Oct 2007
Sn Manager
Strategy and Change management expert. Focused on Financial Services and IT clientele.
May 1999 — Oct 2007
Manager
Operational and Strategic Re/designs and implementations. Included Product analyses and Organizational change management. Strong focus on people, process and systems.
1999 — 2002
Manager
Operational and Strategic Re/designs and implementations. Included Product analyses and Organizational change management. Strong focus on people, process and systems.
1999 — 2002
Sn Investment Officer
Economic Development fund for US A.I.D. Financial assistance for medium sized companies based in transitional economy countries (former Eastern Block, Caucuses, Middle-East, South America, A...
Jun 1997 — Oct 1998
Education
1995 — 1997
1991 — 1992
1991 — 1992
Occupations
Executive
Chief Executive Officer
Accountant
Finance and Accounting Specialist
Partner
Project Managers
Business Intelligence Professional
Chairperson
Corporate Executive
Chief Executive
Accounting Bookkeeper
Bookkeeper
Business Consultant
Advisor
Skills
Management Consulting
Strategy
Digital Strategy
Business Intelligence
Program Management
Product Development
Management
Business Strategy
Analytics
Leadership
Change Management
Product Management
Strategic Planning
Strategic Partnerships
Mergers and Acquisitions
Start Ups
Business Analysis
Analysis
Consulting
Financial Services
Risk Management
Process Engineering
Business Process Improvement
Account Management
Financial Risk
Portfolio Management
Go To Market Strategy
Project Management
Finance
Investments
Multi Cultural Team Building
Cross Functional Team Building
Risk
Integration