Joel McPhee Email & Phone Number

Managing Director, AI and Innovation and Financial Services @ Croixstone Consulting

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Joel McPhee Location

Charlotte, NC, US

Joel McPhee Work

2026 -now Managing Director, AI and Innovation and Financial Services @
2025 -2026 Strategic Partner and Senior Consultant @
2022 -2024 Head of Quality Assurance Global Finance (First Line of Defense) @
2016 -2022 Head of Business Controls, Enterprise Stress Testing, Recovery and Resolution and Global Real Estate @
2015 -2022 Guest Lecturer, Coach and Advisory Board Member @
2014 -2016 Business Strategist and Author @ Joel McPhee Inc.
2012 -2016 Management Consultant @
2009 -2011 Director, Business Performance and Technology @ Premier Alliance Group
2005 -2008 Head of Investment Rationalization Initiative @
2004 -2005 Head of Off-Shoring, Operations and Technology Division @
2002 -2004 Head of Risk Management, Operations, Technology and eCommerce Division @
2000 -2002 Chief Risk Officer E-Commerce @

Joel McPhee Education

Capital University Law School
Doctor of Law (J.D.) (Doctor of Law (J.D.))
UNC Kenan-Flagler Business School
(Executive Leadership Program)
Oakwood University
B.S. Business Management (B.S. Business Management)

Joel McPhee Skills

Strategy
Risk Management
E-commerce
Management
Banking
Financial Risk
Business Process Improvement
Financial Services
Business Analysis
Management Consulting
Process Improvement
Investments
Change Management
Vendor Management
Program Management
Leadership
Business Process
Strategic Planning
Outsourcing
Operational Risk Management
Executive Management
Governance
Mergers & Acquisitions
Portfolio Management
Team Building
Training
SDLC
Project Management
Credit
Consulting
Project Portfolio Management
Financial Analysis
Business Intelligence
Finance
Enterprise Risk Management
Business Strategy
Credit Risk
Analysis
Cross-functional Team Leadership
PMO
Team Leadership
Operational Risk
Integration
IT Strategy
E Commerce
Social Media
Business Development
Testing
Cross Functional Team Leadership
Audit
Customer Service
Mergers and Acquisitions
Capital Management
Infrastructure
Capex
Oversight
Driving
Executive Positions
Savings
Road
Legal
Assessment
Organizational Structure
Temperament
Real Estate Transactions
Design
Delivering Results
Columbus
Charlotte
Monitors
Methodology
Linkages
Capital Markets
Strategic Initiatives
System
Product Rationalization
State of the Art
Cooperation
Approval Process
Policy
Disaster Recovery
Enterprise Software
Solution
Business Management
Solution Based
System Monitoring
Process Redesign
Stakeholders
Capital
Board of Directors
P&l
Concepts
Fixed Income
Shoring
Applications
Communication
Negotiation
Investment Portfolio
Offshoring
Operations
Inception
Business Case
Measurements
Losses
Responsibility
Means
Regulations
Credibility
Google Groups
HEV
Trust
Momentum
Image Capture
Compliance
Kenan
Satellite
Addressing
Business Continuity
Internal Controls
Retail Brokerage
Program Development
C Suite
Back Office
Strategic Thinking
Budgets
Staff Development
Risk
Problem Solving
Wells Fargo
Securities

Joel McPhee Summary

Joel McPhee, based in Charlotte, NC, US, is currently a Managing Director, AI and Innovation and Financial Services at Croixstone Consulting. Joel McPhee brings experience from previous roles at Croixstone Consulting, Citi, Bank of America and Virginia Tech - Pamplin College of Business. Joel McPhee holds a Doctor of Law (J.D.) in Doctor of Law (J.D.) @ Capital University Law School. With a robust skill set that includes Strategy, Risk Management, E-commerce, Management, Banking and more. Joel McPhee has 2 emails and 1 mobile phone numbers on RocketReach.