Charlie Penders

Energizer
DISC Type : I

SVP (Managing Director) – Strategic Operational Design, Re-engineering & Program Manager at Wells Fargo

United States

Overview

Charlie Penders is a Managing Director specializing in large-scale enterprise transformation for the financial services industry. His expertise covers merger and acquisition integration, complex program management, and platform re-engineering at institutions like Wells Fargo and BNY Mellon, with a focus on improving operational quality, efficiency, and speed to market.

He was personally requested by executives at both Bridgewater Associates and BNY Mellon to design and implement a new global quality assurance framework for a major acquisition.

Personality Overview

Believer

Full Of Energy

Informal

They are friendly, approachable and love to make new connections.  Unlike C or D types, they are vocal with their opinions but not so much with their questions. They are really good at seeing what the long-term impacts of their decisions could be.

Topics They Care About

M&A Integration
Has extensive experience leading merger and acquisition integration, including the multi-year outsourcing of Bridgewater Associates' operations to BNY Mellon.
Enterprise Transformation
Leads enterprise-wide transformation programs at Wells Fargo, focusing on redesigning processes to achieve regulatory objectives and realize efficiencies.
Agile Methodologies
Drives the transition to enterprise-wide product and agile-based organizational structures to increase quality and speed to market.

Media Appearances

Charlie has no verified media appearances

Work History

2-2020 - 7-2024
SVP (Managing Director) – Strategic Operational Design, Re-engineering & Program Manager at Wells Fargo
4-2018 - 6-2020
SVP (Managing Director) - Global Head of Test Management Transformation & Enterprise SW Factory at Wells Fargo
2-2015 - 9-2017
Managing Director - Head of Middle Office Acquisitions & Outsourcing Solutions Quality Assurance at THE BANK OF NEW YORK MELLON/BNY MEL LON, N.A
11-2012 - 9-2015
Managing Director, PMO, Tri-Party Senior Program Executive, Asset Servicing Outsourcing Acquisitions at THE BANK OF NEW YORK MELLON/BNY MEL LON, N.A
10-2010 - 9-2015
Senior Program Manager - Head of Back and Middle Office Technology and outsourcing acquisitions PMO at Bridgewater Associates

Education

Charlie has no verified education history

More Information

Social Presence :

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Exp : 20 Location : United States Job Level : N/A Designation : SVP (Managing Director) – Strategic Operational Design, Re-engineering & Program Manager at Wells Fargo
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Insights For Selling To Charlie

During A Call Or A Meeting

DO's

  • Invite them for a lunch or a drink/coffee
  • Share some stories about how you you have helped people in similar positions succeed
  • Talk anecdotally about the customer experience that your product offers

DONT's

  • Don’t assume a yes just because they have not said no
  • Don’t be too formal, focus on building comfort and trust
  • Avoid ifs and buts, don’t talk too much about the risks etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Charlie is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Charlie

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Charlie move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Charlie take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Charlie

Personality Compatibility


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