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Work Background
Wells FargoSenior Lead Business Growth Strategy Consultant, Executive Director
Dec. 2023New York City Metropolitan Area• Collaborates and consults with members of workstreams to drive strategic initiatives and delivers them in accordance with timelines.
• Manages the life cycle of the DeNovo (New Build) Program including workstream initiatives, ensuring timely completion of key deliverables and milestones.
• Partners with functions/segments/LOBs outside of National Advice and Acquisition to identify roadblocks and develops plans for timely implementation.
• Develops regular management and leadership updates and presentations on strategic initiative progress.
• Engages stakeholders and leverages negotiation skills to gain alignment on key priorities.
• Acts as an advisor within Business Growth Strategy functional area to senior leadership in order to develop and/or influence initiatives that promote and advance companywide finance growth opportunities.
• Leads business development strategies requiring in-depth evaluation.
• Supports various Business Growth Strategy projects to maximize growth opportunities and minimize expenses.
• Provides vision, direction, and expertise within Business Growth Strategy functional areas to more experienced leadership on implementing innovative and significant business strategies that enhance companywide finance and growth.
Wells FargoVice President | Lead Business Initiatives Consultant | Affluent Customer Segment
May. 2018 - Dec. 2023New York, New York• Led cross functional workstreams (from branch to executive level) to strategize, plan, and executed a variety of affluent programs and initiatives.
• Drove accountability for assigned initiatives, advised risk partners early and often to limit risk exposure, and created efficiencies when and where appropriate.
• Performed assessments through fact finding and data analysis to design creative approaches to solve complex issues and developed appropriate solutions and recommendations through executive level presentations that strongly influenced field engagement and segment growth strategy for affluent bankers and clients.
• Made decisions in highly complex and multifaceted situations that supported the affluent experience, using experience both within the affluent strategy and extensive, firsthand branch banking knowledge/experience to facilitate effective problem analysis and solution implementations. • Collaborated and consulted frequently with various stakeholders and leadership across lines and varying levels of business to drive strategic initiatives in accordance with specified timelines.
Wells FargoVice President | Strategy Consultant | Banker Job Family Advocate
May. 2016 - May. 2018New York, New York• Managed multiple projects, communication plans and strategies simultaneously, across and in collaboration with all levels within the organization, successfully influencing peers and leadership.
• Gathered a thorough understanding through research and leadership/employee feedback of each component of Community Bank’s Performance Management & Rewards (PM&R) program to help understand the end-to-end strategy for employees in the branch. • Identified strategies, working with HR, Risk, Legal and other LOB partners, to support a view of how each PM&R component fit with interdependencies (Performance Management, Incentive, Compensation, and Rewards).
• Solicited on-going feedback from employees through new and existing channels (i.e., field visits, regional leadership meetings, in-person, and phone interviews, focus groups etc.) and used information to enhance existing, and create new, strategies.
• Major contributor on a Speed-to-Market (agile) initiative to transform the bank’s ability to grow our affluent and emerging affluent business.
Wells FargoVice President | Learning & Development Manager
Jul. 2013 - May. 2016Greater Washington DC, Maryland, Virgina Regions• Virtually managed and coached a team of ten Learning & Development professionals to ensure project success and effective delivery of learning and development solutions.
• Managed the lifecycle of the Regional Banking Management Associates and Accelerated Leaders Program as the Program Management Lead. Developed content and managed curriculum, scheduling, compliance reporting and quality measurement as well as ensuring key deliverables and milestones of the program were met. • Consulted as an advisor on the Enterprise Strategy on Branch Manager Military Apprenticeship, modeled after the above noted program and engaged stakeholders to ensure key priorities were adopted and met.
Wells FargoVice President | Branch Manager
Apr. 2011 - Jul. 2013Frederick, Maryland• Opened and successfully launched the first Wachovia/Wells Fargo DeNovo in local area, mid bank merger. • Supported specific DeNovo funded growth objectives through engaging COIs, facilitating Financial Health Seminars, attending Boards and Chamber of Commerce opportunities and hosting (creating/facilitating/leading) several community events on behalf of Wells Fargo. • Managed with a balanced approach around decision making as it related to branch banking compliance requirements, risk management and loss prevention while effectively scheduling the store team, coaching, and developing all team members, consistently addressing team/performance issues, and holding team members accountable for the delivery of exceptional customer service, performance expectations, all while maintaining operational integrity. • Supervised and motivated a staff of fifteen employees to meet sales and service expectations. • Responsible for all areas of recruiting, hiring, and retaining employees.
Capital One BankDistrict Sales and Service Coach, AVP
Mar. 2010 - Apr. 2011Greater Washington DC, Maryland and Virginia Regions
Capital One BankBranch Manager, AVP
Oct. 2004 - Mar. 2010Frederick, Maryland, United States
Florida State University Credit UnionFinancial Service Officer
Apr. 2004 - Sep. 2004Tallahassee, Florida, United States
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