Years of experience: 21

Business Development ManagerBusiness OwnerHR Business PartnerEngagement ManagerSales Manager🐦 Design

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Jaime's Career Path
Senior Lead Business Growth Strategy Consultant, Executive DirectorDec. 2023 -
Present
Wells FargoSenior Lead Business Growth Strategy Consultant, Executive Director
New 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 roadblock...
Vice President | Lead Business Initiatives Consultant | Affluent Customer SegmentMay. 2018 -
Dec. 2023
Wells FargoVice President | Lead Business Initiatives Consultant | Affluent Customer Segment
New 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...
Vice President | Strategy Consultant | Banker Job Family AdvocateMay. 2016 -
May. 2018
Wells FargoVice President | Strategy Consultant | Banker Job Family Advocate
New 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-...

Jaime's Posts

  • How I can help you

    Specializing in: • Process improvement and problem resolution • Coaching for sales enhancement • Developing comprehensive sales training • Extensive experience in retail banking and strategy consulting

  • People I am looking for

    Ideal Clients: • Consumers or employees delivering products/services • Frontline employees needing customer experience strategies • Teams seeking sales and process improvement

  • Experience & Cases

    Notable Achievements: • Launched cross-business program with marketing collaboration • Designed KPI dashboard for leadership insights • 20 years of progressive roles in industry • Worked with Wells Fargo, Capital One, and others

  • How to contact

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