Wells Fargo – Croixstone

Croixstone Promotes Grace Lynch to Director, Business Operations

Croixstone is excited to announce today the promotion of Grace Lynch to the role of Director, Business Operations. Grace joined Croixstone in March 2021 in the role of Senior Manager, Business Operations.

In her role as Director, Business Operations, Grace will continue to apply her background in operational and process excellence to sustain and scale Croixstone’s internal business operations function.

“Grace has played a vital role in delivering high-impact operational services and results since she joined the firm nearly two years ago,” said Patti Weber, Croixstone’s Chief Executive Officer. “Croixstone’s success in executing a national expansion strategy amidst the global pandemic, while concurrently achieving record revenues and profits, is a testament to Grace’s skills and expertise in leading our internal operations.”

Grace’s professional background includes nearly two decades at Wells Fargo during the bank’s growth spree where she provided leadership focused on problem resolution and process optimization in the Office of the President. During her time at the bank, Grace also performed due diligence and integration activities for mergers and acquisitions. Additionally, Grace served as a leader in the bank’s credit risk area where she was responsible for evaluating credit processes, policies, and regulatory requirements for all consumer lines of business, including mortgage originations, student lending, credit card, non-real estate lending, collections, and repo and asset disposal.

As a social innovator, Grace is one of three co-founders of the Charlotte Pancreatic Cancer Alliance, a community group that fuels collaboration and amplifies the voices of the Charlotte region’s pancreatic cancer community.

Learn more about Grace here.

The Fast Five: Croixstone CEO Patti Weber and the NAWBO Accelerated Growth Program

In January of 2021, Croixstone Consulting announced that our CEO, Patti Weber, was one of 25 women across the USA accepted into the National Association of Women Business Owners (NAWBO) Accelerated Growth Program. Sponsored by Wells Fargo, the program featured a premier suite of learning modules, high-level education and mentorship to help participants increase their market competitiveness and to position them to achieve the next stage of growth and expansion. Patti completed her participation in the program in October 2021. We caught up with her to ask five fast questions pertaining to her experience.

For people who aren’t familiar with it, what is the NAWBO Accelerated Growth Program?

An opportunity to collaborate and share best practices with other women-owned businesses.

Why did you participate in the program?

At Croixstone Consulting, we are always seeking to operate with excellence and part of that is to always continuously learn. How can we do things in a different way as we seek the path to excellence?

Tell us about the other women who participated in the program.

The women who participated were from across the USA and ranged from an Alaska-based owner of a touring company (Seward Tours LLC dba Sunny Cove Kayaking) to a former broadcaster with a production company based in California (WorldWise Productions LLC) to an attorney based in Pennsylvania (ND Galli Law LLC).

What was the most unique company who participated in the program?

There was a wine club based in Portland, Oregon named Upstream Wine Club that was launched during the global pandemic. The company makes it easy to discover great Oregon wines.

What’s the best piece of advice that you received?

Trust your gut…those feelings of intuition. Following your instinct can direct you toward the best path for you and your company.

Croixstone Consulting Turns “5”

We are celebrating! Founded by Patti Weber and Mark Weber in 2016, Croixstone Consulting celebrates its fifth business anniversary this month. Launched in a loft in Charlotte’s South End neighborhood with the aspiration to provide a highly-differentiated business model in management consulting, Croixstone has grown rapidly thanks to the deep expertise, talents and support of our consulting team, internal staff and partners/supporters.

As all entrepreneurs understand, the art of the start-up is filled with times of both great exhilaration and sleepless nights (hello global pandemic)! We are fortunate in that our five-year ride at Croixstone has been one of tremendous positivity.

Here are some of our favorite special moments over the past 5 years.

Launch: Croixstone began operations in June 2016 in Loft 309 in the former Lance Crackers building on South Boulevard in Charlotte’s booming South End neighborhood.

Hello Uptown: Croixstone relocated from the start-up loft to the new Industrious Charlotte Uptown co-working community in the Bank of America Plaza tower at Trade & Tryon in December 2017.

TABL: Croixstone introduced TABL, the firm’s unique culinary team building experience, with a playful social media launch in January 2018.

New Practice Area: Croixstone announced the launch of its new human capital solutions practice and a new executive search offering in June 2019.

FORTUNE Magazine: Croixstone announced in May 2020 that Patti Weber (CEO) had been accepted as part of a competitive application process into FORTUNE magazine’s Rebuild Program that was inspired in response to the global pandemic.

Hello NoDa: Croixstone relocated into larger offices in the newly-opened Industrious Charlotte NoDa co-working community in June 2020.

Supplier Diversity Certification: Croixstone received national certification in July 2020 as a Women’s Business Enterprise (WBE) by the Greater Women’s Business Council, a regional certifying partner of the Women’s Enterprise National Council (WBENC).

Accelerated Growth: Croixstone announced in January 2021 that Patti Weber (CEO) was one of 25 women across the USA accepted in the NAWBO (National Association of Women Business Owners) Accelerated Growth Program sponsored by Wells Fargo.

Forty Over 40: Croixstone’s CEO Patti Weber was named as a “Forty Over 40” award recipient by The Charlotte Ledger in May 2021.

Croixstone Welcomes Grace Lynch

Croixstone is excited to announce today that Grace Lynch has joined our team in the newly-created role of Senior Manager, Business Operations.

Grace is an operations and process expert who drives business outcomes for fast-growth and transformative organizations. Her background includes nearly two decades at Wells Fargo during the bank’s growth spree where she served in the Office of the President and provided leadership focused on problem resolution and process optimization.

Grace also performed due diligence and integration activities for mergers and acquisitions. She served as a leader in the bank’s credit risk area and worked in a number of other roles in customer service and branch operations.

Grace has supported the Charlotte region’s nonprofit and faith communities in leadership roles with the Charlotte Affiliate of the Pancreatic Cancer Action Network and Assurance United Methodist Church. As a social innovator, Grace is a co-founder of the Charlotte Pancreatic Cancer Alliance.

Grace holds a Bachelor of Business Administration (BBA) degree in Finance and Economics from Augusta University.

We invite you to visit Grace’s profile on LinkedIn to learn more about her professional background and impressive accomplishments.

Patti Weber Accepted Into National Accelerated Growth Program

We have news! Croixstone’s CEO, Patti Weber, is one of 25 women across the USA accepted into the NAWBO Accelerated Growth Program. New for 2021, the program is sponsored by Wells Fargo and features a premier suite of learning modules, high-level education and mentorship to help participants increase their market competitiveness and to position them to achieve the next stage of growth and expansion.

L earn more here.

#GivingTuesdayCLT

#GivingTuesday (December 3) is a global day of giving and #GivingTuesdayCLT (presented by Wells Fargo and powered by SHARE Charlotte) is the QC’s local response to this global movement. Join the Croixstone team in donating, giving your time and/or shopping for good to support more than 400 nonprofits across the greater Charlotte region.

Click here to learn more.