Carol Yan Email and Phone Number

•Developed enterprise-level strategy for early tenure customer journey and translating research into actionable insights for marketing and digital feature enhancements •Defined multi-year strategy and playbook for engaging and deepening relationships with bank issuers for entry into the China market•Managed and tracked 100+ inbound partners for inclusion in the Stand for Small coalition to help small businesses during Covid-19 •Managed strategic PMO across business units and cross-functional partners for a new product launch•Supported rewards and servicing features grooming and development for a new digital product•Led internal team to design, draft, and deliver a Consulting 101 training program for 40+ colleagues

•Recommended a three-year strategic plan covering 24 capability enhancements across seven strategic objectives for a global bank holding company•Created a new operating model for a regional bank that reallocated 450+ resources and consolidated 12 disparate risk assessment processes to drive an optimal organizational structure •Designed and initiated use of a monthly dashboard for practice leadership to target focus areas and manage sales opportunities•Launched a training program, designed new curriculum, and led a team of eight senior resources to deliver monthly series of lunch & learn sessions for 110+ associates