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

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

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.