Brian Mcelfresh Email & Phone Number

• Senior Business Functional Manager responsible for enterprise functions of the PMO that oversee and provide delivery of all programs, products and projects.
• Mange the strategic direction and execution partnering with all divisions at Wells Fargo
• Ensure standards, policies, methodologies are managed and controls are governed throughout the enterprise
• Built governance models to manage risk
• Built structure to support waterfall and agile delivery models with a focus to migrate to an extensive agile organization
• Standard tools used to manage the portfolio of work in a organization that currently has waterfall a and agile framework

• Responsible for managing the portfolio of program and projects at Wells Fargo Advisors through setting high level strategy for key technology and business initiatives.
• Consulted and influenced business executives to identify solutions and develop strategic plans supporting business cases
• Led large program management staff to deliver on the portfolio of technology and business initiatives
• Conducted strategic initiative portfolio reviews and prioritization sessions with Wells Fargo Advisors executive management
• Ensured governance to methodology and risk management

• Responsible for leading a program delivery office for the business development division and a market analytics group providing market research/site-selection for United States, Canada and United Kingdom.
• High-level planning, management and leadership over complex and inter-departmental programs by leading strategic discussions to define project initiatives. Developed the plan including cost, time and ROI parameters.
• Created and utilized models for site-selection by profiling Edward Jones Clients, analyzing demographic data and utilizing database management (MS Access) and analytical tools to add 3,000 new branch office locations.
• Assigned financial advisors to locations to grow the branch office network and to support financial advisor prospecting, direct marketing and creation/management of firm market share

• Responsible for leading the application development teams supporting development of products and support in various technologies.
• Had ultimate responsibility to Senior Business Partners in improving day to day business operations through automation
• Directed technology teams that support and enhance the quote, research and product operational areas software applications utilized by 10,000 financial advisors
• Collaborated with Senior Executives to determine scope/priority of key firm project efforts
• Responsible for all internal and vendor software applications/hardware to be available for use by users 24x7 globally
• Led division in problem/issue resolution and developed standard business and IT practices.Key Recognitions: Technology Leadership Program, Operational Application Availability Leadership Award

Master Of Business Administration - Mba

Bachelor Of Science - Bs, Finance & Computer Science