Beth Marshall

Beth Marshall Email and Phone Number

Wells Fargo Retiree @ Wells Fargo
san francisco, california, united states
Beth Marshall's Location
Denver, North Carolina, United States, United States
Beth Marshall's Contact Details

Beth Marshall personal email

n/a

Beth Marshall phone numbers

About Beth Marshall

Results-driven financial services professional with diverse background in commercial and retail banking; operational risk and control, cross functional control, operations management; mortgage lending; and securities services support management spanning over 35 years. Broad experience in combining business insights with change and process improvement methodologies to identify needs that drive business strategy. Skilled at assembling the right people to assess, design and implement business objectives on highly visible and multi-channel projects.Specialties: • Seventeen years of management, coaching and development experience in various roles from store and regional banking, operations and sales support, and project management • Sixteen years of strategic consulting, risk and control management and project management leadership across the enterprise, Wholesale Banking, Community Banking, Consumer Lending and Securities lines of business. • Process Improvement; Six Sigma Green Belt Certificated • Extensive background in relationship management with customers and cross-functional teams

Beth Marshall's Current Company Details
Wells Fargo

Wells Fargo

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Wells Fargo Retiree
san francisco, california, united states
Website:
wellsfargo.com
Employees:
246787
Beth Marshall Work Experience Details
  • Wells Fargo
    Wells Fargo Retiree
    Wells Fargo Jan 2024 - Present
    Charlotte, North Carolina, United States
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  • Wells Fargo
    Lead Business Consultant, Vp/ Corporate & Investment Banking- Coo Business Execution Services
    Wells Fargo Oct 2020 - Dec 2023
    Charlotte, North Carolina, United States
    Lead Move The Line program efforts for moves within CIB lines of business as well as moves outside of CIB. Ensure risk and complexity and readiness assessment impacts/gaps are identified prior to moves. Support partnership engagement for a smooth employee experience.Design and enhance CIB Intake & Incubation Initiatives pipeline and dashboard reporting andtemplates used in forums across CIB to gain automation and efficiencies.
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  • Wells Fargo
    Business Initiatives Consultant, Vp/ Wholesale Control Strategy Planning & Consulting
    Wells Fargo Mar 2019 - Oct 2020
    Charlotte, North Carolina Area
    Drives risk strategy and delivery of Wholesale-wide initiatives to transform LOB Risk and Control capabilities, promoting consistency, efficiency, and sustainability of processes to meet regulatory, enterprise, and group risk expectations• Drive Wholesale Control (WCo) strategy development process.• Ensure the WCo strategy is forward-looking and that SP&C fosters continuous improvement through both an internal and external lens.• Consult on the recommended approach to prioritization (and de-prioritization) of initiatives based on strategic alignment.• Provide strategic guidance and initiative coordination for WCo risk control, business control, and cross-functional teams.
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  • Wells Fargo
    Operational Risk Consultant, Vp/Wholesale Operational Risk & Compliance
    Wells Fargo Apr 2015 - Mar 2019
    Charlotte, North Carolina Area
    Execute the integration of the Enterprise Business Process Risk Management (BPRM) and Risk Control Self- Assessment (RCSA) methodologies within Wholesale Operation Risk into a single Integrated Process Risk and Control Assessment program.• Led consultant for front line risk management to ensure their business process inventory, assess and stratifies them according to risk levels, evaluate related risks, controls, self-assurance and monitoring activities while identifying inherent and residual exposure. Currently covering Commercial Capital, Commercial Banking and Workout LOBs.• Performed reviews of high risk processes by identifying and monitoring gap analysis, standards, control enhancements, remediation plans and reporting effectiveness with an holistic overlay of other risk programs i.e. Internal Loss Data, Fraud, RCSA and Independent R assessments through quarter routine package review. • Built solid partnerships with enterprise and wholesale risk, compliance, Testing and Validation teams• Strong expertise for BPRM program procedures and BIKE system of record BIKE to manage data management to ensure alignment with RCSA
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  • Wells Fargo
    Strategy Consultant, Vp/Commmercial Banking Chief Administration Office (Cao)
    Wells Fargo Aug 2012 - Mar 2015
    Charlotte, North Carolina Area
    Led strategic initiatives and provided project management for Commercial Banking. Developed strategies, set action plans, built strong partnerships, analyzed data, created and deliver communication/training presentations supporting operations, compliance/operational risk management, team member development and sales culture. • Led strategy discussions to collaboratively determine an enhanced Commercial Banking and Capital Finance shared partnership approach. Effectively led topic meetings to determine structure, processes and system transfer needs to support the movement of over 15,000 Treasury Management shared relationships. Developed detailed plan of action to implement a streamline service, daily risk management model and present One Wells Fargo to our customers.• Led project management in preparation for Wholesale rollout of email retention rules. Developed project plan, assessed business impacts, created training materials for pilot users and presented progress updates to Advisory team to enable team member engagement and adoption of change. • Successfully led project management for Talent Development tools to enhance existing development activity tools and leveraged iDevelop enterprise online tool. Ensured easy access of valuable resources enabling team members to take ownership of your career and build an effective development plan.
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  • Wells Fargo
    Strategy Consultant, Vp/ Coummunity Banking Customer & Strategic Initiatives
    Wells Fargo Sep 2010 - Aug 2012
    Charlotte, Nc
    Led and consulted on Community Banking strategic business initiatives focusing on sales tools and service processes to enhance both store and customer experience while increasing efficiency and ultimately revenue.
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  • Wells Fargo
    Strategy Project Lead,Vp/Home Equity Finance Pricing (Formerly Retail Credit Products & Services)
    Wells Fargo May 2007 - Sep 2010
    Charlotte, North Carolina Area
    Led Home Equity, Consumer and Small Business lending initiatives to execute strategic planning for the pricing and product teams focused on improving sales productivity, margin management, process streamlining and controls and merger integration alignment.
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  • Wells Fargo
    Continuous Improvement Manager, Vp/Legacy Wachovia Securities Business Services Group
    Wells Fargo Jul 2003 - May 2007
    Charlotte, North Carolina Area
    Managed a highly effective team of Project Managers in the support of continuous improvement initiatives focused on Six-Sigma and Lean methodologies, resulting in FTE cost savings, reduction in cycle times, elimination of rework, quality assurance and increased client satisfaction.
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  • Ge Capital
    Operations Manager, Avp
    Ge Capital Jan 2001 - Apr 2003
    Charlotte, North Carolina Area
    GE Capital Business CreditLed and managed a team of Collateral Analysts for the Asset Based Lending Group to drive standardization, risk management and customer satisfaction for a $300 million portfolio, measured and reported risk/compliance standards to ensure loss prevention.
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  • Ge Capital
    Account Manager, Avp
    Ge Capital Jan 1998 - Feb 2001
    Charlotte And High Point, North Carolina Area
    GE Capital Business Credit Managed portfolio/relationships of 12 asset based lending accounts averaging $3 million to $5 million of outstanding loan balance to ensure customer retention and growth included monitoring of account performance, collateral reporting and financial covenants to preserved risk compliance. Account Manager, AVP (1998 – 2000)GE Capital Commercial Funding, High Point, NC Wholesale Credit Officer (1997 – 1998)GE Capital Commercial Services (Formerly First Factors), High Point, NC
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  • Pnc
    Regional Manager,Vp
    Pnc Apr 1993 - Sep 1997
    Greensboro/Winston-Salem, North Carolina Area
    (Formerly Centura Bank)Managed a team of 16 retail banking store managers and their store team members in all aspects of sales, operations, customer excellence, coaching and staffing goals, driving performance targets, marketing campaigns strategy and tracking analysis, coordinated openings, closings and mergers to ensure smooth transitions.
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Beth Marshall Skills

Risk Management Portfolio Management Financial Services Credit Relationship Management Process Improvement Strategic Leadership Financial Risk Retail Banking Cross Selling Mergers Strategy Mergers And Acquisitions Management Mortgage Lending Communication

Beth Marshall Education Details

Frequently Asked Questions about Beth Marshall

What company does Beth Marshall work for?

Beth Marshall works for Wells Fargo

What is Beth Marshall's role at the current company?

Beth Marshall's current role is Wells Fargo Retiree.

What is Beth Marshall's email address?

Beth Marshall's email address is eg****@****ner.com

What is Beth Marshall's direct phone number?

Beth Marshall's direct phone number is +170460*****

What schools did Beth Marshall attend?

Beth Marshall attended Elon University, St. Mary's Jr. College, Raleigh, Nc.

What are some of Beth Marshall's interests?

Beth Marshall has interest in Education.

What skills is Beth Marshall known for?

Beth Marshall has skills like Risk Management, Portfolio Management, Financial Services, Credit, Relationship Management, Process Improvement, Strategic Leadership, Financial Risk, Retail Banking, Cross Selling, Mergers, Strategy.

Who are Beth Marshall's colleagues?

Beth Marshall's colleagues are Chitti Korukonda, Jennifer Panday, Sumathi Subramani, Bryan Mcnally, Ruchi Ruchi, Rosita L., Shiela Orquia - Rima.

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