Product Portfolio Management, Business Management, Workforce Engagement & Management, Executive Reporting, Transformation, firm-wide Cyber Metrics & Reporting

Responsible for Strategy including business and technology alignment, Execution oversight, Organizational design & optimization, People & Location Strategy, including Return to office planning and 3rd party Co-leading Agile Transformation for organization, to increase speed to market and improving overall organization efficiencyLead Academia Partnerships at the firm level with institutions like Stanford, MIT Connection Sciences, NSFLead Business Management functions including Executive reporting, Business reviews, Investment planning, Financials including expense initiatives, Data/Analytics for decision support Delivered on employee engagement initiatives including launching a group wide Well being program, piloting and scaling Tech Talks (a series focused on how our teams solve customer/business problems leveraging technology), Diversity, Equity & Inclusion focused initiatives

Drove Enterprise Application Rationalization program that achieved impactful business results including cost & risk reduction, business & technology simplification, and culture shift towards capabilities reuse. Led adoption of Banking Industry Architecture Network (BIAN) across the firm. Established an Enterprise wide Portfolio assessment, review and action process to ensure non-discretionary efforts ultimately achieve intended business outcomes. Efforts reported to the firm’s operating committee Led the transformation of the Enterprise CIO organization including Target Operating Model (TOM) development & execution; Maturing CIO-Business engagement model including establishment & rollout of a framework for engagement with the businessLed Annual Strategic Planning, Investment Optimization and Ecosystem for the organization Supported several business management functions including Decision support analytics, Executive reporting, Operating Reviews, Communications & engagement, setting organizational objectives

Established an Enterprise Automation enablement platform, initially focused on RPA (Robotic Process Automation) that comprised of a cross functional multi-geography teamLaid the foundations for the Wells Fargo Gateway (API Channel) which included partner selection, defining technology strategy & operating model, product selection and execution approachDrove Cloud Migration for a portfolio of ~400 applications Drove centralization of Technology functions from business teams into Wholesale Technology. Tools and processes we developed were leveraged by other CIO aligned teams Defined & established Investment planning process; Led participation in the enterprise annual strategic planning

Managed Commercial Online Banking channels, shared services and business architectureProvided holistic Governance over all of Wholesale’s digital assets (Web, Mobile, E-Messaging, Social)Partnered with multiple wholesale & non wholesale businesses, product and analytics teams to drive consistent double digit growth in revenue, usage and adoption of shared servicesInstilled disciplined approach towards Product mgmt. which included more holistic management of all aspects associated with a product, insights driven decision making and regular business reviews Conceptualized & launched new digital experience to support unique needs of Corporate & Institutional clientsLed Wholesale wide client access optimization initiative focused on reducing risk and enhancing user experience – 8 Major Businesses, 60+ digital properties

Internet strategy, execution & business management for Capital Markets, International & Insurance Businesses Managed business development & insights through web analytics, competitive analysis, client & product analysis and cross sell of products and capabilitiesLed several initiatives including Brand launch for Wachovia’s Corporate Digital platform, Online Community for Bank clients and Relationship managers, call to action improvements for foreign currency prospects Led Internet merger integration efforts for Wachovia systems with Wells Fargo’s “Commercial Electronic Office”

Development & execution of multiyear strategy to increase Internet driven client acquisitionLed efforts to improve online sales processes across consumer products (Deposits, Loans, Cards, Investments)Process improvements in Deposits & Card acquisition that led to 25% & 100% lift in unit sales respectivelyReduced customer acquisition costs via search engine optimization and enhanced tracking with agenciesDeveloped & standardized sales process reporting/analytics, and vintage analysis to develop holistic view of Internet acquired relationships

Established a Center of Excellence on Digital Experience Technology to enable innovation across the enterpriseImplemented a Wholesale Digital Portal that serves customers across seven Lines of businessesManaged Web Content Management System infrastructure including consumer online banking ad serving Led execution of Digital focused initiatives including first online statements for the Wholesale bank, resiliency solution for consumer banking key customer journeys, “move to digital” for Corporate Trust systems