Jason Wallace, CTP

Jason wallace, ctp

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location of Jason Wallace, CTPCharlotte, North Carolina, United States
Followers of Jason Wallace, CTP2000 followers
  • Timeline

  • About me

    CEO & Founder at Community Room Rental and MYD Consulting

  • Education

    • Rushmore university

      1998 - 2000
      Masters
    • Texas state university-san marcos

      1994 - 1997
      Bbs
  • Experience

    • American habilitation services inc.

      Oct 1997 - Oct 2000
      Financial analyst

      Financial analysis, budgeting and planning.

    • Bank of america merrill lynch

      Apr 1999 - Jul 2012
      Svp, treasury & risk management

      Manage Treasury & Risk Management Team for the Southeast Region. Coaching officers and analysts on core responsibilities and executive skills needed to successfully consult with clients on working capital and related risk management needs.

    • Habitat for humanity of dekalb county il

      Dec 2010 - Jun 2014
      Board member & director of strategic planning

      Served separately as Treasurer and Secretary on Executive Committee. Partnered with all department heads as well as the Executive Director to identify and clarify businesses development needs and objectives. Additionally, monitor the progress of organization and its competition to ensure that all goals benchmarks are met, re-evaluating and adjusting them as needed.

    • Community room rental

      Feb 2013 - now
      Owner & resident

      Community Room Rental develops and operates shared living environments - single-family housing for like-kind working professionals. Traditional apartments and housing rentals are a thing of the past. We have created an all-encompassing living experience that aligns perfectly with working professional's trendy, yet sophisticated lifestyle. Community Room Rental is unlike anything you have ever experience before. With climbing housing costs and a generational focus shifting the the value of communities, we are building a national platform for modern, shared living. Show less

    • Myd consulting

      Apr 2013 - now
      Ceo & founder

      MYD are the only consultants in the marketplace with primary and regional bank experience; thus, we provide an inside knowledge of the various thresholds of bank pricing and net costs. Our team knows what is rational when seeking discounted treasury fees with a client’s bank. MYD maintains a 100% client reference rate and has created over

    • Suntrust bank

      Apr 2014 - Jan 2016
      Treasury management

      Treasury & Risk Management Manager at SunTrust overseeing the Carolina’s and East Tennessee Treasury Management team focusing on middle market and small business clients. Additionally holding leadership roles on platform development, infrastructure enhancement, and related go-to-market operational strategies.

    • The world affairs council of charlotte

      Nov 2014 - Jan 2017
      Board member

      The World Affairs Council links Greater Charlotte to the world. World Affairs Council programs provide opportunities for everyone in the Carolinas to be a global citizen by advancing a deep understanding of international events and culture. As a hub for all things international, the World Affairs Council of Charlotte creates programs and opportunities for local people to interact directly with leaders, educators, and professionals from around the world.

  • Licenses & Certifications

    • Certified treasury professional (ctp)

      Association for financial professionals
      Apr 2008
      View certificate certificate
  • Honors & Awards

    • Awarded to Jason Wallace, CTP
      Award of Excellence Bank of America Feb 2008
    • Awarded to Jason Wallace, CTP
      Liquidity Conversion Leadership Bank of America Feb 2008
    • Awarded to Jason Wallace, CTP
      Award of Excellence Bank of America Feb 2007
    • Awarded to Jason Wallace, CTP
      Award of Excellence Bank of America Feb 2006
    • Awarded to Jason Wallace, CTP
      Banker of the Year Houston Treasury Management Association Feb 2006
    • Awarded to Jason Wallace, CTP
      Award of Excellence Bank of America Feb 2005
    • Awarded to Jason Wallace, CTP
      Spirit Celebration Award Bank of America Feb 2005
  • Volunteer Experience

    • Volunteer

      Issued by Ronald Mcdonald House of Charlotte on Mar 2014
      Ronald Mcdonald House of CharlotteAssociated with Jason Wallace, CTP
    • Charlotte TP&S Team Lead

      Issued by American Heart Association | American Stroke Association on Aug 2015
      American Heart Association | American Stroke AssociationAssociated with Jason Wallace, CTP
    • Construction Lead

      Issued by Atlanta Habitat for Humanity on Feb 2007
      Atlanta Habitat for HumanityAssociated with Jason Wallace, CTP