Directory

>

Heather Jefferson

avatar

Heather Jefferson

Senior Tax Associate | BNY

New York, New York, United States

View contact details (it's free)

Heather Jefferson

Summary

Heather Jefferson is a seasoned professional with extensive experience in operational risk management, compliance, and project leadership within the financial services sector. With a strong background in commercial banking, she has successfully led cross-functional teams to implement risk assessments and control testing frameworks that enhance organizational efficiency and compliance. Heather's strategic mindset is evident in her ability to drive significant improvements in governance and operational processes, achieving a notable increase in efficiency through innovative project management initiatives. Her expertise spans various areas including regulatory relations, safety, and soundness, making her a valuable asset in navigating complex compliance landscapes. Heather holds a Bachelor's degree in Accounting from the University of North Carolina at Charlotte and a Master's in Accounting from Gardner-Webb University. She is currently managing a global team at Wells Fargo, focusing on commercial banking operations and risk management.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Innovation

Emerging Technologies

Organisational experience

Corporate Experience

Consulting Experience

Heather Jefferson

Work Experience

company logo

Managing Director, Payments Enablement Platform Controls at

BNY

August 2025 - Present

Logos provided by Logo.dev

Heather Jefferson

Education

Gardner-Webb University, MACC, Master in Accounting

January 2007 - January 2008

TWIST Conference

University of North Carolina at Charlotte, BS, Accounting

January 2004 - January 2006

Frequently Asked Questions about Heather Jefferson

What company does Heather Jefferson work for?

Heather Jefferson is a Senior Tax Associate at BNY.

Where Heather Jefferson graduated from?

Heather Jefferson holds a degree in null from Gardner-Webb University.

Who is Heather Jefferson?

Heather Jefferson is a seasoned professional with extensive experience in operational risk management, compliance, and project leadership within the financial services sector. With a strong background in commercial banking, she has successfully led cross-functional teams to implement risk assessments and control testing frameworks that enhance organizational efficiency and compliance. Heather's strategic mindset is evident in her ability to drive significant improvements in governance and operational processes, achieving a notable increase in efficiency through innovative project management initiatives. Her expertise spans various areas including regulatory relations, safety, and soundness, making her a valuable asset in navigating complex compliance landscapes. Heather holds a Bachelor's degree in Accounting from the University of North Carolina at Charlotte and a Master's in Accounting from Gardner-Webb University. She is currently managing a global team at Wells Fargo, focusing on commercial banking operations and risk management.

Heather`s contact details

Colleagues

avatar
Harshad Shimpi

Sr. Manager

avatar
Heena Firasta

Audit Executive

avatar
Hemanth Adhikari

Application Developer

Gina Doogue

Vice President

avatar
Krishna Chandra Tripathi

Vice President II , Software Development

avatar
Kellyn Chew

Senior Analyst - Prime Brokerage Client Operations

avatar
Hidemi Takano

Associate / Vendor Management, Steel Division, OCTG (Oil Country Tubular Goods) Business

Holly Zaches

Vice President/Project Manager

avatar
Kevin Maximo

Server Engineer/Systems Analyst

View Contact details (it's free)
Request Profile Removal