Catherine Sun

Catherine Sun Email and Phone Number

Executive Director | Strategy Consultant | Financial Services Expert | Transformation Leader | Business Risk Manager @ Wells Fargo
Catherine Sun's Location
Dallas-Fort Worth Metroplex, United States, United States
Catherine Sun's Contact Details
About Catherine Sun

I am a trusted advisor who is passionate about continuous improvement; a life-long learner who enjoys solving complex problems through creativity and innovation; and a servant leader who inspires and helps others to succeed. I have multiple years of front-line, transactional experience as a banker; and I also have a deep knowledge and appreciation for managing large-scale, high-impact corporate transformational programs. I am able to successfully lead and execute deals, projects and strategic initiatives from beginning to end; developing strong partnerships & collaborating with others is my “secret sauce”. What I am best known for as a leader/manager:A. Drives for resultsB. Displays high integrity & honestyC. Takes initiativeD. Establishes stretch goalsE. Inspires and motivates others to high performanceSpecific areas of expertise include: • Transformational Leadership • Change Management Consulting• Strategic Planning • Risk & Control Assessments• Program/Project Management• Industry Knowledge: Investment Banking & Capital Markets and Energy (Oil & Gas)• Global and Product Expansion• Coaching & MentoringMy top 5 signature strengths: 1) Responsibility2) Relator3) Belief4) Arranger 5) Deliberative Highlights of key accomplishments:• Corporate Strategy: Assumed newly created leadership roles and built teams to effectively address various organizational challenges and needs• Operational Excellence: Designed new systems and developed business tools to decrease manual processes and increase efficiency, as well as improve overall productivity• Business Development: Successfully launched several new products, services and capabilities to increase corporate revenue If you are interested in connecting, please contact me via LinkedIn messaging.

Catherine Sun's Current Company Details
Wells Fargo

Wells Fargo

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Executive Director | Strategy Consultant | Financial Services Expert | Transformation Leader | Business Risk Manager
Catherine Sun Work Experience Details
  • Wells Fargo
    Enterprise Payments | Executive Director | Business Control Manager
    Wells Fargo Jun 2022 - Present
    San Francisco, California, Us
    Division: Strategy, Digital and Innovation (SDI), Technology and Global Treasury Management (GTM)Group: GTM - Sales & Implementation Control TeamFunction: Business Risk & Control Senior Lead OfficerResponsibilities: Focused on minimizing risk for Customer Transformation Program, performing risk & control self-assessments, and managing complex issuesDomain Coverage Area: Client Onboarding, Accounting Opening, Products & Services Implementation and Business Applications
  • Wells Fargo
    Commercial Banking | Senior Vice President | Risk & Control Manager
    Wells Fargo Jul 2019 - Jun 2022
    San Francisco, California, Us
    Division: Commercial Banking - Chief of Staff (Operations) and Data, Transformation and Sales Enablement (DTSE)Goup: DTSE - Transformation Control TeamFunction: Business Risk & Control Senior Lead OfficerLines of Business Coverage: Commercial Banking (including Middle Market Banking, Commercial Capital and Treasury Management) and Corporate & Investment Banking (including Commercial Real Estate)Responsibilities: Team lead focused on minimizing strategic and execution risk for Wells Fargo's Transformation Program/Projects (Automation & Digitization)Domain Coverage Area: Customer Onboarding, Financial Crimes and Document Lifecycle Management
  • Wells Fargo
    Wholesale Banking | Senior Vice President | Strategic Planning Manager
    Wells Fargo May 2018 - Jun 2019
    San Francisco, California, Us
    Division: Wholesale Banking - Chief Operating Office (WCOO)Group: Wholesale Relationship Strategies & Insights (WRS&I) Consulting TeamFunction: Wells Fargo Securities (WFS) Relationship Insights, Strategy & Execution (RISE) Team - Relationship Strategy Lead (RSL)Lines of Business Coverage: Investment Banking Capital Markets (IBCM) and Sales & Trading (Markets Division)Responsibilities: Development of WFS-specific relationship growth strategies, support partner engagement, and champion of new strategic initiatives to ensure alignment with the broader WFS and Wholesale Banking strategies (including integration of Corporate & Investment Banking)
  • Wells Fargo
    Investment Banking | Vice President | Business Operations Manager
    Wells Fargo Nov 2014 - May 2018
    San Francisco, California, Us
    Division: Investment Banking Capital Markets Group: Debt Capital Markets (Leveraged Finance)Function: Energy Leveraged Finance Operations Manager (Business Management) & Strategy Lead (Debt Capital Markets Improvement Projects/Initiatives & International Expansion)Products: Corporate Syndicated Loans & High Yield BondsIndustry Specialization: Energy & PowerLicense(s)/Certification(s): Series 63 and Series 79Responsibilities: 1) Developed and implemented various process improvements for energy platform and 2) Collaborated on strategic initiatives/projects for expanding debt capital markets business domestically & globallyNotable Projects: 1) Established a Deal Execution Specialist team to support origination & structuring efforts, 2) Developed a high-level strategy for transforming Debt Capital Markets platform (people + process + technology), 3) Initiated/formed a steering committee (core team) to explore emerging (disruptive) technologies (i.e., artificial intelligence, robotic process automation, data analytics and blockchain) to elevate investment banking and capital markets businesses, 4) Enhanced Spectra loan & bond database for energy specific business requirements for market intelligence and 5) Created a Billing & Delivery deal execution playbook for EMEA
  • Wells Fargo
    Global Banking | Vice President | Product / Project Manager
    Wells Fargo Jun 2013 - Nov 2014
    San Francisco, California, Us
    Division: Global Banking/International Group: Global Expansion Team (GET)Function: Business Execution LeadRegion/Countries: Americas (Canada) and Asia-Pacific (China and Korea)Notable Projects: 1) Delivered 5 additional currencies for lending in Canada, 2) Initiated project/conducted business discovery analysis for enabling agency lending (in Canada, EMEA and APAC), 3) Developed framework for cross-border lending (to non-GET targeted countries), 4) Conducted feasibility analysis of global earnings credit rate for Shanghai Branch, 5) Established business case for trade kiosk solution in Canada, 6) Determined connections for Wells Fargo Securities' expansion in Korea and 7) Facilitated development of credit stress test methodology for RMB loan portfolio in China
  • Wells Fargo
    Investment Banking | Associate | Debt Securities Underwriter
    Wells Fargo Jul 2011 - Jun 2013
    San Francisco, California, Us
    Division: Investment Banking Capital Markets Group: Debt Capital Markets - Leveraged FinanceFunction: Origination and StructuringProducts: Corporate Syndicated Loans & High Yield BondsIndustry: Energy & PowerLicense(s)/Certification(s): Series 63 and Series 79
  • Wells Fargo
    Investment Banking | Analyst | Debt Securities Underwriter
    Wells Fargo Apr 2009 - Jun 2011
    San Francisco, California, Us
    Division: Investment Banking Capital Markets Group: Non-Investment Grade Debt Capital Markets Function: Origination and StructuringProducts: Corporate Syndicated Loans and High Yield BondsIndustry: Energy & Power
  • Wells Fargo
    Corporate Banking | Syndications Analyst | Loan Arranger
    Wells Fargo Apr 2008 - Apr 2009
    San Francisco, California, Us
    Division: Debt Capital Markets GroupRegion: Texas and OklahomaFunction: Origination and ExecutionProducts: Corporate Syndicated LoansIndustry: Middle Market and Energy
  • Wells Fargo
    Commercial Banking | Financial Analyst | Credit Underwriter
    Wells Fargo Jun 2006 - Apr 2008
    San Francisco, California, Us
    Division: Middle Market / Regional Commercial BankingFunction: Credit Underwriting and Treasury ManagementIndustry: VariousCorporate Training Program: Financial Analyst Program (FAP)
  • Trammell Crow Company
    Specialty Brokerage Intern
    Trammell Crow Company May 2005 - Aug 2005
    Dallas, Texas, Us
    Summer Internship: Real EstateDivision: Specialty Brokerage Group - Church and Institutional Real Estate
  • Emory University
    Assistant To The Secretary Of The University And Board Of Trustees
    Emory University Aug 2003 - Dec 2004
    Atlanta, Ga, Us
    Group: Office of the PresidentInteractions: Board/Trustee Members
  • The Richards Group
    Account Services Liaison/Intern
    The Richards Group May 2003 - Aug 2003
    Dallas, Texas, Us
    Summer Internship: Advertising/MarketingGroup: Click Here, Inc. (Interactive Multimedia)

Catherine Sun Skills

Capital Markets Investment Banking Finance Financial Analysis Banking Credit Analysis Financial Modeling Financial Structuring Leveraged Finance Loans Treasury Management Underwriting Commercial Banking Powerpoint Microsoft Office High Yield Loan Origination Energy Microsoft Excel Microsoft Word Syndications Series 63 Strategy Credit Fixed Income Commercial Lending Oil/gas Oil&gas Securities Project Management International Banking Services Excel Word Capital Markets Transactions Loan Structuring Loan Documentation Mentoring Bonds Financial Markets Global Strategy Business Case Development

Catherine Sun Education Details

  • Emory University - Goizueta Business School
    Emory University - Goizueta Business School
    Management And Psychology

Frequently Asked Questions about Catherine Sun

What company does Catherine Sun work for?

Catherine Sun works for Wells Fargo

What is Catherine Sun's role at the current company?

Catherine Sun's current role is Executive Director | Strategy Consultant | Financial Services Expert | Transformation Leader | Business Risk Manager.

What is Catherine Sun's email address?

Catherine Sun's email address is cs****@****tbi.com

What schools did Catherine Sun attend?

Catherine Sun attended Emory University - Goizueta Business School.

What skills is Catherine Sun known for?

Catherine Sun has skills like Capital Markets, Investment Banking, Finance, Financial Analysis, Banking, Credit Analysis, Financial Modeling, Financial Structuring, Leveraged Finance, Loans, Treasury Management, Underwriting.

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