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Jeff Sousa

Linkedin Profile
EVP COO Technology at Wells Fargo | United States
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About Jeff Sousa

  • Jeff Sousa is a seasoned technology, operations, and strategy professional currently serving as the Managing Director and Chief Operating Officer of Global Engineering at BNY Mellon. With a robust background in financial services, Jeff has honed his expertise in managing complex business plans and optimizing...
    Jeff Sousa is a seasoned technology, operations, and strategy professional currently serving as the Managing Director and Chief Operating Officer of Global Engineering at BNY Mellon. With a robust background in financial services, Jeff has honed his expertise in managing complex business plans and optimizing operational performance, particularly in the realms of corporate strategy execution and financial transactions. His leadership spans critical initiatives from 2021 to the present, where he has been instrumental in overseeing operations and technology, as well as engineering functions. In his current role, Jeff is at the forefront of driving innovation and efficiency within BNY Mellon’s engineering division. He spearheads key projects that leverage advanced financial modeling and fixed income technology to enhance service delivery and operational excellence. His adeptness in financial process reengineering and project planning has led to significant improvements in budget processes and financial reporting, ensuring that the organization remains agile and competitive in a rapidly evolving market. Jeff’s proficiency with tools such as Bloomberg and Hyperion Financial Reporting Studio further underscores his capability to navigate the complexities of capital markets. His strategic vision is complemented by a deep understanding of accounting principles and financial analysis, making him a pivotal figure in BNY Mellon’s ongoing efforts to streamline operations and maximize value creation. As he continues to lead transformative projects, Jeff remains committed to fostering a culture of innovation and excellence within the organization, positioning BNY Mellon as a leader in the financial services industry.
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  • Jeff Sousa Work

    • EVP COO Technology at Wells Fargo in November 2024 to Present
    • COO Technology at American Express in July 2024 to November 2024
    • Managing Director COO Global Engineering at BNY Mellon in October 2021 to July 2024
  • Jeff Sousa Skills

    • Financial ModelingCapital MarketsAccounting
      BloombergBudget ProcessStrategic Financial PlanningFinancial Process ReengineeringEquities TechnologyFixed Income TechnologyHyperion Financial Reporting StudioProject PlanningAllocation StrategyFinancial Reporting & AnalysisKPI Dashboards

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  • About Jeff Sousa's Current Company

  • Frequently Asked Questions about Jeff Sousa

    • What is Jeff Sousa email address?
      Email Jeff Sousa at j***a@bnymellon.com. This email is the most updated Jeff Sousa email found in 2024.
    • What is Jeff Sousa phone number?
      Jeff Sousa phone number is +19147156569 and +12126356038.
    • How to contact Jeff Sousa?
      To contact Jeff Sousa send an email to j***a@bnymellon.com. If you want to call Jeff Sousa try calling on +19147156569 and +12126356038.
    • What company does Jeff Sousa work for?
      Jeff Sousa works for Wells Fargo
    • What is Jeff Sousa's role at Wells Fargo?
      Jeff Sousa is EVP COO Technology
    • What industry does Jeff Sousa work in?
      Jeff Sousa works in the Financial Services industry.

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