Jeffrey Proctor, Pmp®, Cssgb

Senior Information Technology Project Manager @ Meridian Bank

About Jeffrey Proctor, Pmp®, Cssgb

Jeffrey Proctor is a Senior Information Technology Project Manager with over 12 years of experience in project management, specializing in aligning business goals with technology solutions. He currently works at Meridian Bank and has previously held positions at Envestnet, Vanguard, and Canon Business Solutions.

Work at Meridian Bank

Jeffrey Proctor serves as a Senior Information Technology Project Manager at Meridian Bank, a position he has held since 2021. In this role, he focuses on aligning business objectives with technology solutions to drive process improvements and enhance client satisfaction. His responsibilities include leading large-scale initiatives and managing project execution to meet the needs of both internal and external clients. Proctor's experience in project management contributes to his effectiveness in this position.

Previous Experience at Envestnet, Inc

Prior to his current role, Jeffrey Proctor worked at Envestnet, Inc as a Senior Project Manager from 2017 to 2021. During his four years at the company, he was responsible for overseeing various projects and ensuring alignment with business goals. His tenure at Envestnet provided him with valuable experience in managing complex initiatives in the financial technology sector, enhancing his project management skills.

Education and Expertise

Jeffrey Proctor earned a Bachelor of Arts degree in Broadcast Communications from Elon University, where he studied from 2001 to 2005. He possesses over 12 years of experience in project management, with a focus on executing large-scale initiatives. Proctor holds certifications as a Project Management Professional (PMP) and a Certified Six Sigma Green Belt (CSSGB), which reflect his commitment to professional development and expertise in project methodologies.

Career Background at Vanguard

Before joining Envestnet, Jeffrey Proctor worked at Vanguard as an Implementation Services Senior Project Lead from 2007 to 2017. Over the course of ten years, he led various implementation projects, gaining extensive experience in managing project phases and client interactions. His role at Vanguard contributed significantly to his project management capabilities and understanding of client needs.

Early Career at Canon Business Solutions

Jeffrey Proctor began his career at Canon Business Solutions, where he worked as an Account Executive for five months in 2005. This early experience provided him with foundational skills in client relations and sales, which have been beneficial throughout his project management career.

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