Barbara Pratt

Barbara Pratt Email and Phone Number

Retired @ Retired
Memphis, TN, US
Barbara Pratt's Location
Memphis Metropolitan Area, United States
Barbara Pratt's Contact Details

Barbara Pratt personal email

n/a

Barbara Pratt phone numbers

About Barbara Pratt

RETIRED Financial Services Executive with expertise in collaborating, influencing, creating & implementing business strategies. Retail banking, contact center, brokerage & wealth proficiencies to navigate opportunities across multiple lines of business.

Barbara Pratt's Current Company Details
Retired

Retired

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Retired
Memphis, TN, US
Employees:
16
Barbara Pratt Work Experience Details
  • Retired
    Retired
    Retired
    Memphis, Tn, Us
  • Retired
    Retired
    Retired May 2023 - Present
    Memphis Metropolitan Area
  • Connect Diversity And Inclusion Consulting
    Diversity And Inclusion Consultant, Owner
    Connect Diversity And Inclusion Consulting Oct 2020 - May 2023
    United States
    In today’s global social climate, companies of all sizes need to embrace diversity, inclusion and belonging, but may not have the expertise or tools to build such a culture. Connect D&I Consulting will assist companies in connecting with their employees, customers and communities in an inclusive way.
  • Paypal
    Senior Director, Global Diversity & Inclusion
    Paypal Mar 2020 - Oct 2020
    Roanoke, Virginia Area
    Responsible for strategy and program execution to diversify talent and engage a culture of inclusion within PayPal.
  • Paypal
    Senior Director, Global Operations, Diversity & Inclusion Engagement
    Paypal Jul 2019 - Mar 2020
    Roanoke, Virginia Area
    Responsible for programs to diversify talent and engage a culture of inclusion within PayPal global call centers.
  • Paypal
    Senior Director, Credit Operations
    Paypal May 2015 - Mar 2020
    Hunt Valley, Maryland
    Leads teams of leaders and agents across multiple customer callcenters with particular concentration in financing of customer purchases. Supports and implements plans to create an inclusive environment. Collaborates with senior leaders on aligning operations procedure with credit strategy, then executes upon the plan.
  • Wells Fargo Advisors
    Senior Vice President, Retirement Business Segment Manager
    Wells Fargo Advisors Nov 2012 - Feb 2015
    Charlotte, North Carolina Area
    - Create and implement business development education strategies for annuity, IRA and retirement income concepts, including the cross-sell of retirement solutions between business units for Financial Advisors and the Community Bank. - Partner with multiple business lines to define and drive execution of the strategy. - Lead a team of consultants who develop and deliver strategy content throughout the enterprise, utilizing live-meetings, conference calls and in-person sales meetings. - Creates an inclusive environment and influences other leaders to model the same. - Maintain, enhance and add to a large inventory of presentations and courses, keeping abreast of internal and external thought-leadership in client preferences, product enhancements, business development and content delivery methods, customizing programs based on national and regional trends. - Instrumental in impacting the corporation’s $8.5b annual production in annuity sales and an IRA portfolio of $350b through a network of 15k financial advisors and 6k retail branches.
  • Wells Fargo
    Regional Affluent Sales Leader - Southeast
    Wells Fargo Feb 2010 - Nov 2012
    Southeast Region, Atlanta, Ga
    - Executed the strategy and the implementation of the affluent customer segment program through the bank’s senior leadership team and 300+ investment professionals throughout a four state region. - Developed and led the affluent coaching team who provided coaching to branch Private Bankers and Investment Bankers. - Achieved production of over $280mm/year brokerage business and best-in-class private banker performance in service scores, credit, investment and deposit production. - Implemented affluent business reviews and a structured referral team concept within multiple lines of business. - Built partnerships between Community Bank, Brokerage and Wealth leaders and teams. - Developed and deployed initiatives promoting a differentiated affluent customer experience by collaborated with corporate leaders/strategists.
  • Wells Fargo
    District Sales Manager
    Wells Fargo May 2007 - Feb 2010
    Atlanta, Georgia
    - Developed and executed a service, sales and retention strategy for an $800mm asset portfolio in a 90+ employee, 8 branch market through small business and retail deposit, loan, and investment production.- Balanced new sales with an effective asset retention strategy and effective customer service delivery. - Utilized effective internal partnerships and community networking to grow asset base. - Met and exceeded key performance indicators. - Promoted an inclusive work environment for immediate team and peer groups through mentoring and diversity education.
  • Wachovia Direct Access Callcenter
    Callcenter Consumer Banking Sales Director
    Wachovia Direct Access Callcenter Oct 2003 - May 2007
    Roanoke, Virginia Area
    - Led seven teams of 150 teammates, including telecommuters, to loan, deposit, investment, and service goals. - Collaborated with peers and service teams using a servant-leadership style and needs-assessment based coaching, - Obtained loan production of $1b year after year with a balance of deposit and investment acquisition, and high loyalty scores. - Promoted an inclusive and engaged work environment. - Managed department budget, recruited talent, participated in site diversity council and community involvement.

Barbara Pratt Skills

Financial Services Leadership Strategy Business Development Investments Banking Credit Loans Contact Centers Sales Sales Management Management Team Leadership

Barbara Pratt Education Details

Frequently Asked Questions about Barbara Pratt

What company does Barbara Pratt work for?

Barbara Pratt works for Retired

What is Barbara Pratt's role at the current company?

Barbara Pratt's current role is Retired.

What is Barbara Pratt's email address?

Barbara Pratt's email address is bp****@****pal.com

What is Barbara Pratt's direct phone number?

Barbara Pratt's direct phone number is +141068*****

What schools did Barbara Pratt attend?

Barbara Pratt attended The University Of Memphis, Georgia State University.

What are some of Barbara Pratt's interests?

Barbara Pratt has interest in Football, Collecting Antiques, Exercise, Home Improvement, Reading, Gourmet Cooking, Watching Auto Racing, Sports, Watching Basketball, The Arts.

What skills is Barbara Pratt known for?

Barbara Pratt has skills like Financial Services, Leadership, Strategy, Business Development, Investments, Banking, Credit, Loans, Contact Centers, Sales, Sales Management, Management.

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