Please apply to be considered for the Texas Capital Bank (TCB) Alpha Team. Up to 21 participants will be selected based on the quality of their application. Applications will be accepted from May 14 through May 22. The TCB Alpha Team will launch on June 18.
Help a successful and highly regarded regional financial services organization identify new private wealth management services to attract members of the “Millennial Generation.” Individuals selected for this Alpha Team will recommend at least three new products or services that will allow the sponsoring company to extend its existing brand reputation as a high touch private wealth management services leader to Millennials in selected geographic locations across the USA.
Texas Capital Bank
Texas Capital Bank (TCB) is a commercial bank that delivers highly personalized financial services to businesses and entrepreneurs. The bank is headquartered in Dallas with clients throughout the state and across the country. Texas Capital Bank is a wholly owned subsidiary of Texas Capital Bancshares, Inc. (NASDAQ: TCBI)
Areas of Investigation
- New business model: Pinpoint the technology and customer service requirements needed to capture new long-term customers
- Technology innovation: Articulate a technology roadmap that will enable TCB to execute appropriate aspects of the new business model
- Market research: Identify the services and offerings for this to represent an attractive new business model that optimizes profitability and, at the same time, for TCB to be regarded as “the employer of choice.”
- Target customers: Identify 3-5 customer profiles over the next 10 years in the following three geographic markets—Texas, Denver and Nashville
- Apply your knowledge to solve a real-world business issue
- Collaborate with experienced business mentors
- Sharpen your leadership, collaboration, teamwork and communication skills
- Expand your personal and professional network
- Produce and present an actionable report for a senior level audience
- Increase your knowledge of the financial services industry
- Receive a certificate upon completion
Designed for the following individuals interested in contemporary business strategies and management practices
- Business students
- Business practitioners
- Faculty members
Plan to commit at least six hours per week for six weeks (and an additional orientation week for introductory materials and required reading)
Participants will need access to a computer or smart device with reliable access to the Internet.
Center for Global Enterprise (CGE)
CGE is a nonprofit, nonpartisan research institution devoted to the study of global management best practices, the contemporary corporation, economic integration and their impacts on society. The Center was founded by Samuel J. Palmisano, former CEO and Chairman of IBM, to advance the management science that fosters successful global companies and to make these best practices available and accessible to the current and next generation of business leaders.
For any questions, please contact Toby McCarroll ([email protected])
Christopher G. Caine
CGE Project Sponsor
Christopher G. Caine is President of the Center for Global Enterprise, a New York based nonprofit organization dedicated to the study of the contemporary corporation in the era of global economic integration. Before April 2009, Mr. Caine was employed by IBM Corporation for 25 years. He is also President and CEO of Mercator XXI, LLC.
Kirk L. Coleman
TCB Project Sponsor
Kirk began his tenure at Texas Capital Bank in 2015 as Executive Vice President, Technology, Operations, Enterprise Planning and Information Security. He also chairs the Strategy Committee for the bank.
Before joining Texas Capital Bank, Kirk was with Accenture for more than 21 years, rising to Managing Director (Partner) in 2006. He developed and managed banking clients, focusing on both the largest North American banks and smaller regionals. During the course of his career he served as Banking Front Office Transformation Lead (Marketing, Sales and Service) and spent significant time as one of Accenture’s leaders for Core Banking Solutions and M&A in Banking. He was both the Dallas Office People Lead and Dallas Office Financial Services Lead.
Kirk earned a degree in Economics from Baylor University where he is on the Advisory Board of the Hankamer School of Business and an investor with the Baylor Angel Network
Alan Miller is the president of Texas Capital Bank Private Wealth Advisors. He is responsible for managing the seamless delivery of estate and financial planning, investment management, trust and estate administration, concierge private banking and mortgage services for high net worth and affluent clients in the Texas markets of Dallas, Fort Worth, Houston, Austin and San Antonio.
A 28-year banking executive, Miller joined Texas Capital Bank from BOK Financial and Bank of Texas where he built and managed the wealth management and private banking operation for Texas. Before that, Miller managed the Dallas wealth management and private banking business for JP Morgan Dallas. Miller previously spent 17 years serving in various production and leadership capacities in the corporate banking and corporate finance space for Bank of America and JP Morgan.
Miller holds a Bachelor of Business Administration in Finance from the University of Texas at Austin and a Master of Business Administration from the Cox School of Business at Southern Methodist University.
Ira Sager is vice president, Global Learning Initiatives for The Center for Global Enterprise. Mr. Sager has held several senior editorial roles in 21 years with Bloomberg Businessweek, most recently as Director of Special Projects. He has extensive experience with digital media and knowledge of the technology, management consulting and education industries. Mr. Sager has a B.A. in English from Baruch College, City University of New York.
Toby N.G. McCarroll
Toby McCarroll is the program director at the Center for Global Enterprise. In this role, Mr. McCarroll assists with the CGE’s Global Scholars Program, Cyber Readiness Institute, Digital Supply Chain Institute, African Women Entrepreneurship Cooperative and other daily operations. Mr. McCarroll previously served as the research manager for CGE and as the course assistant for CGE’s Building Government Trust and Platform Business Models, Management and Strategy online Micro-Lessons.
In addition to his work with CGE, Mr. McCarroll serves as a senior research associate with Mercator XXI. He is also a fellow and the deputy chief financial officer for the Institute for Education in Washington, D.C.
Mr. McCarroll holds a Bachelor of Arts in History (University Honors, Summa Cum Laude) from American University, Washington, D.C.
David W. Beier
David Beier is a Managing Director of Bay City Capital and has been with the firm since 2013. He is a globally recognized leader in health care policy, pricing, intellectual property, government affairs, regulatory affairs, health care economics and product commercialization. In addition, having spent two decades as part of the senior management teams for Amgen and Genentech, the two largest biotechnology companies in the world, he contributes invaluable perspective regarding strategy for entrepreneurial biotechs, the needs of potential acquirers, and the global health care industry in general. Mr. Beier served in the White House as the Chief Domestic Policy Advisor to Vice President Al Gore during the Clinton administration. Mr. Beier received his JD from Albany Law School at Union University and his undergraduate degree and Colgate University. He is admitted to practice law in New York and the District of Columbia.
Susan C. Tuttle
Susan Tuttle worked for the IBM Corporation for 31 years and has extensive experience in global trade, and innovation and technology-related issues. Throughout the course of her career, Susan was a recognized business leader, chairing key committees in various cross-industry associations to drive strategic business initiatives. She was also a member of the Executive Committee and the Board of Directors of the Corporate Council on Africa and founding member of the US Chamber of Commerce’s Africa Business Initiative. In addition, Susan helped drive IBM’s Innovation Initiatives working with the Council on Competitiveness and led the establishment of an Emerging Markets Funding Group to identify potential project funding for international clients. In her executive role, Susan led one of the strategic global teams in support of IBM’s significant expansion in Africa and the Middle East.
Jim Daly has over 30 years of experience leading sales, marketing, and client service efforts for two prominent investment organizations.
For 17 years, Jim served as Managing Director and Director of Marketing at Legg Mason Capital Management where he was responsible for recruiting team members and developing a highly competitive institutional new business and client relationship management effort. As a member of the executive team, Jim managed a client service group, along with consultant relations and sales teams.
Before joining LMCM, Jim was a Principal in the Investment Management Division of Alex. Brown & Sons where he led the creation and launch of a new asset management group serving high net worth investors and small institutions.
Today, Jim is a partner and Principal at Medical Decision Logic, Inc. (mdlogix), a behavioral health integration technology firm serving several of America’s leading health care institutions. He has also invested in, and helped assist, local startup companies in industries including health care, cybersecurity, specialty materials and social media.
Jim is a graduate of Loyola University Maryland.