Greg Holderness

Background

About Greg Holderness

Purpose driven FinTech leader with an extensive track record of success in strategy and execution across multiple areas of business. Demonstrated expertise in project management, business analysis, product development, implementing quality improvement techniques, streamlining productivity, and developing team staff. Strong relationship builder across Executive Leadership and business partners to achieve alignment and ensure execution of organizational initiatives. Highly praised by senior leadership for communication skills, emotional intelligence, judgment, attention to detail, being a quick learner, and solving tough challenges to establish well-received best practices. Here are some key career highlights: •Product Innovation Champion: Successfully spearheaded the launch of two innovative product offerings expanding client base and increasing firm assets •Process Automation Expert: Led several initiatives to streamline manual processes into web-based applications, leveraging automation to boost productivity, rep performance, and risk oversight. •Data Governance Pioneer: Established a comprehensive Data Governance program across six lines of business, ensuring data integrity and streamlining operations •Collaboration Catalyst: Cultivated strong working relationships with partners across the enterprise, including Operations, Service, Technology, Data Analytics, and Product Management, fostering cross-functional collaboration and achieving shared goals •Talent Development Champion: Consistently identified and nurtured high-potential talent, providing coaching and mentorship to prepare employees for promotional opportunities and industry licenses •Award-Winning Performance: Received several awards including Excellence in Service (twice) and multiple Key Contributor awards. Also, nominated by peers and direct reports for Excellence in Leadership which is awarded to those who have made significant impacts across the enterprise and who also drive execution and team work. •Continuous Learning Advocate: Completed all three levels of Cannon Trust School, demonstrating a commitment to professional development and expertise in the trust industry These achievements reflect my unwavering dedication to excellence, passion for innovation, and commitment to driving positive impact within the Schwab organization.