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Work Background
Wells fargoBusiness Accountability Specialist in Data Visualization
Jan. 2022• Developed integrated MS Teams–to–SharePoint workflow solutions and enterprise dashboards using
Power Automate, Power BI, and Power Workflows to modernize Home Lending and Servicing processes.
• Built and implemented a Records Retention Governance Program in response to a Corrective Action,
establishing a unified governance framework across 821 SharePoint sites and 1,968 MS Teams sites.
• Led Records Coordinators and Delegates to align program execution with business value, regulatory
expectations, and enterprise risk posture.
• Partnered across business lines to anticipate organizational changes, communicate impacts, and
strengthen stakeholder engagement and adoption.
• Enhanced assessment processes, tools, and technologies to improve accuracy, consistency, and
efficiency of risk evaluations while ensuring compliance with policy requirements.
Wells FargoBusiness Execution Specialist
Jan. 2020 - Jan. 2022• Led transformation of Home Lending collaboration tools (SharePoint, Confluence, JIRA, MS Teams, DMS,
Align) to improve alignment, governance, and operational efficiency.
• Conducted inventory of 700+ SharePoint sites to guide migration, consolidation, and decommissioning;
successfully migrated 585 sites to SharePoint Online with zero disruption or data loss.
• Established archival, retention, and documentation processes across SharePoint and DMS; reorganized
site ownership and support structures during organizational changes.
• Developed scalable HUB site architecture for all business units.
• Managed SharePoint strategy and governance, including administrative support, compliance audits,
certification requirements, and documentation standards for Product Strategy and Delivery.
Wells FargoBusiness Support Consultant
Jan. 2017 - Jan. 2020• Designed and refined an enterprise information strategy to standardize storage and retrieval of
operational, communication, and educational content across Teamworks, SharePoint, and Confluence.
• Launched quarterly analytics-driven review cycles using user feedback, click-through data, and site
traffic to improve digital experiences and content effectiveness.
• Defined, developed, and piloted a JIRA-based tracking tool to standardize and monitor Change
Implementation activities across Home Lending, incorporating stakeholder feedback for enterprise
readiness.
Wells FargoProgram\Project Manager
Oct. 2014 - Jan. 2017• Led high-visibility programs across business lines, aligning delivery with strategic goals and
implementing governance frameworks to strengthen execution.
• Directed cross-functional teams using TPM methodology; developed project plans and coached PMs on
governance best practices.
• Partnered with PMO and senior leadership to define scope, monitor progress, manage risks, and deliver
executive dashboards and presentations.
The Occam Group, LtdSenior Operations Associate
Feb. 2008 - Jan. 2013• Mentored Project Managers and strengthened delivery quality through best practice guidance.
• Oversaw Managed Services and SaaS engagements, ensuring consistent, high quality execution.
• Developed 150+ training guides and standardized processes for 15+ global clients.
• Resolved Microsoft Project defects, analyzed incidents for executives, and ensured SLA compliance.
• Directed access controls, daily team operations, and a $900K office build out
Thomson ReutersProject/Product Manager - Findlaw
Mar. 2005 - Aug. 2006• Managed 40–50 concurrent projects ($2.5M), consistently meeting scope, schedule, and quality targets.
• Standardized project practices, mitigated risks, and drove disciplined schedule management.
• Led stakeholder communication and team problem solving to maintain delivery momentum.
Thomson WestEmployee Development and Training Specialist
Feb. 2003 - Mar. 2005• Co designed a learning center and LMS supporting 1,100 employees across three shifts.
• Managed training for 6,290 participants across 102 topics in the first year.
• Led technology procurement, conducted needs analyses, and delivered high quality training.
Thomson WestTraining Coordinator
Sep. 2000 - Feb. 2003• Directed SAP training across three national sites while managing the team responsible for coordination.
• Managed leadership programs, vendor partnerships, and 264 annual training classes.
• Supported LMS evaluation and enterprise adoption.
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