Carlos V. Email and Phone Number
“As a Digital Strategy Director at Wipfli, I lead digital transformation strategy, professional services, and partner engagements with major US and global banks, credit unions, de novo banks, Insurance, Wealth and Asset Management and fintech startups. With over 20 years of experience in strategy and digital transformation across industries, I have a proven track record of delivering customer-centric solutions that drive growth, loyalty, and innovation across financial services and automotive industries.I leverage my skills in digital retail strategy, data and analytics, go-to-market execution, CRM, IT, and cross-functional team leadership to create, drive, and execute future-focused vision with passion and collaboration. I am also a certified PMP, ScrumMaster, and Master Kaizen Coach, with expertise in process improvement, agile methodologies, and lean principles. My mission is to empower organizations to transform their digital capabilities and customer engagement, and to inspire teams to achieve excellence and impact.”- LinkedIn AI
Wipfli
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Digital Strategy DirectorWipfli Oct 2022 - PresentMilwaukee, Wi, Us -
Digital Client PartnerTemenos Aug 2019 - Oct 2022Lancy, Geneva, ChLeading Digital Transformation strategy. professional services, partner engagements with major US and Global banks, North American and Canadian Credit Unions, de novo banks, and fintech startups. -
Guest Lecturer - Digital StrategyCalifornia State University, Fullerton Mar 2019 - Mar 2022Fullerton, Ca, Us -
Digital Client PartnerKony, Inc. Apr 2019 - Sep 2019Austin, Tx, Us(Acquired by Temenos) -
Director, Digital BankingKinecta Federal Credit Union Sep 2017 - Apr 2019Manhattan Beach, Ca, Us -
Senior Digital Retail Transformation Manager (Digital Marketing And Strategy)Toyota North America 2015 - Aug 2017Plano, Tx, UsDigitally reinventing the way the most recognized brand in the automotive industry and its national dealer network interacts with customers at every online, mobile and in-store touch point throughout the acquisition, service and retention lifecycle.Highlights:▪ Lead the vision and execution of the #1 digital strategic priority for the Toyota/Lexus enterprise - an industry first OEM/captive end-to end automotive digital retail customer and dealer online/mobile platform.▪ Responsible for joint Toyota/Lexus/captive alignment, business case approval, product development and deployment, and cross-divisional roadmap of digital retail capabilities (inventory, e-commerce, online financing, payment estimation, warranty products, creative/training materials, analytics, CRM, and credit/risk).▪ Identify and optimize future digital capabilities based on visualization, research, market trends, competitive analysis and input from dealerships, customers, and performance analytics.▪ TFS chief product owner for Lexus and Toyota OEM/Captive mobile sales and finance platform Cross divisional digital manager focused on TFS, Toyota and Lexus alignment, communication and smooth and timely delivery of online/mobile retail capabilities for T1-T3 sites and mobile tools.▪ Product owner for major Toyota and Lexus digital retail transformation pilots, mobile prototypes and nationwide launches including Scion PP+, Lexus+ sales/finance mobile app, Lexus.com redesign and Lexus Shopping assistant, Toyota.com SmartPath and Toyota mobile sales platform. -
Digital Consumer Strategy And Innovation ManagerToyota North America 2014 - 2015Plano, Tx, UsHighlights: Responsible for consumer-focused strategic planning and digital innovation program operations, strategic project planning, and high profile digital programs. ▪ Led Toyota’s first step into online automotive retailing through a partnership with Toyota Motor Sales Scion Division’s Pure Process Plus program (Scion.com PP+), which developed the framework for Toyota/Lexus online digital retailing future.▪ Spearheaded the development, adoption, and implementation of customer experience-focused digital enterprise strategic priorities and business unit plans, focused on achieving sustainable and profitable growth.▪ Managed Toyota Financial Services’ strategic innovation crowdsourcing and web portal (Brightidea.com) programs, which included idea sourcing through internal crowdsourcing initiatives, as well as partnering with business unit leads to identify business opportunities.▪ Responsible for the development, executive adoption and global alignment of TFS mid-term and long-term Strategic priorities -
Strategic Planning ConsultantToyota North America 2010 - 2014Plano, Tx, UsHighlights: Worked with TFS strategic priority senior management leads and executives in developing three-year strategic priority roadmaps, which included providing recommendations for development, refining strategic plans as well as presentations to management committee. Established strong working relationships with all program stakeholders and influenced messaging and deliverables for Executive Management Committee presentations.▪ Spearheaded the development of TFS’s Innovation Web Portal which resulted in the crowdsourcing of initiatives across the organization yielding more than $100M in ROI opportunities. Earned 2nd Place Internal Process Award in 2013 Innovation Fair▪ Developed 1st cross divisional consumer focused strategic plan aimed at curving impact of direct lending. -
Sr. Retail Market StrategistToyota Motor Sales, U.S.A., Inc. 2008 - 2010Toyota City, Aichi Prefecture, Jp -
Sr. Financial Analyst - Corporate Finance And Business PlanningToyota Motor Sales, U.S.A., Inc. 2007 - 2008Toyota City, Aichi Prefecture, Jp -
Corporate Finance, Strategy And Business Planning SupervisorLos Angeles Times 2006 - 2007El Segundo, California, Us -
AlumniRiordan Leadership Institute - Rvldp Graduate 2006 - 2007
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Online/Mobile Systems Project Manager / Systems AdministratorCity Of Culver City 2001 - 2006Culver City, Ca, Us -
Co-Founder / Lead Web & Interactive Media ConsultantE-Votion Interactive 1999 - 2001
Carlos V. Skills
Carlos V. Education Details
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Usc Marshall School Of BusinessStrategy And Technology Commercialization -
Loyola Marymount University, College Of Business AdministrationFinance And Computer Information Systems
Frequently Asked Questions about Carlos V.
What company does Carlos V. work for?
Carlos V. works for Wipfli
What is Carlos V.'s role at the current company?
Carlos V.'s current role is Digital Transformation and Strategy Leader | Digital Customer Engagement | AI | FinTech | Innovation |.
What schools did Carlos V. attend?
Carlos V. attended Usc Marshall School Of Business, Loyola Marymount University, College Of Business Administration.
What skills is Carlos V. known for?
Carlos V. has skills like Leadership, Team Building, Consulting, Digital Strategy, Agile Project Management, Sales, Financial Modeling, Forecasting, Agile Web Development, Business Development, Business Analysis, Agile Methodologies.
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