Years of experience: 19

Investor & VCFinancial AnalystM&A ExpertC-level ExecutiveSales & BizDevCEO

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Heather's Career Path
EVP, Head of Enterprise Performance AccelerationJan. 2023 -
Present
TruistEVP, Head of Enterprise Performance Acceleration
Led creation of the enterprise’s long-term enterprise strategy, delivered inaugural operating plans for all lines of business. Transforming performance across the enterprise including from goal setting, KPIs, scorecards, incentives, and talent. Improving effectiveness, efficiency, and overall execution to drive revenue growth and a performance culture. Evolving profitability capabilities and ...
EVP, Head of Client ProfitabilityJan. 2022 -
Dec. 2023
TruistEVP, Head of Client Profitability
Charlotte, North Carolina, United StatesLed a common view of client profitability across all Truist lines of business, including technology platforms, pricing & PrecisionLender, client profitability methodologies, strategy & execution. Part of the Corporate Strategy & Performance Management organization.
Enterprise Lead - Hispanic/Latine Enterprise Resource GroupJan. 2021 -
Dec. 2023
TruistEnterprise Lead - Hispanic/Latine Enterprise Resource Group
“Juntos@Truist” is Truist’s enterprise/Business Resource Group representing teammates and empowering the Hispanic/Latinx community. We worked with chapters across the country, together with executive sponsors, regional chairs, advisors, and nonprofit partner organizations to continually expand Truist's commitment to Diversity, Equity, and Inclusion across all our incredible Business Resource ...

Heather's Posts

  • How I can help you

    Scale, optimize performance, and foster growth for companies of any size. Leverage 20 years experience with Fortune 100 firms, including executive roles and top-tier international education.

  • People I am looking for

    Helping any size business with complex problems and at least moderate financial sophistication

  • Experience & Cases

    Achievements: Supported #7 US bank COO, developed client profitability platform, initiated bank-wide strategic plan. Past clients: Truist Financial Co.

  • How to contact

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