Charlie DeFelice is a Technology executive with over 35 years of experience in leadership technology roles in the Financial Services Industry.
His experience in Fortune 500 Enterprises and Government Agencies include:
Holding the Technology and Business Operations Management lead of 17 Global Mergers and Acquisitions spanning 26 years with (what is now) JP Morgan Chase,
Holding the CRM/KYC (which stands for Customer Relationship Management / Know Your Customer) lead for the CEO (Sandy Weil at the time) at Citigroup globally across all lines of business
He was responsible to the CIO & CFO of Freddie Mac for the Transformation of Financial Architecture & Corporate solutions,
He led The US Federal Intelligence Community's Financial Transformation Project, including multiple testimonies on Capitol Hill for the Federal Appropriations Committee and The White House,
He led a program creating transparency at FHA/HUD for their mortgage application pipeline for Forecasting & identifying Fraud & Abuse,
He was the lead for the Financial Services Industry (at the request of Keith Block who was the Co-CEO at the time) at Salesforce.com, and dozens more.
Charlie is a Systems Automation expert, having worked closely with Oracle, Salesforce.com and UiPath (for RPA - Robotic Process Automation).
He has held both internal and external senior sales roles throughout his career and has spoken globally on Business Transformation, CRM, Customer Centricity and Global Financial Business Architectures.
And finally, since January of 2020, he is the COO & Executive Vice President of Z Sphere, inc., designing, building & selling Resilient buildings in Disaster-prone areas in Florida, Caribbean, and (soon) California.
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