Charlie Vidal Email & Phone Number

Worldwide, OO

• Defined the Target Operating Model for the office of the COO at a major commercial insurer, developing the strategic planning process, and providing a roadmap to stand up the Innovation, Insights, and ESG teams within.
• Managed the development and implementation of solutions to reduce the transfer rate of inbound customer service calls based on customer actions taken prior to calling in to a leading asset manager. Lead a team that.
• Developed the target operating model for the office of the Chief Strategic Officer at a major global commercial specialty reinsurance carrier, defining team structures, role definitions, and strategic priorities for.
• Developed Roadmap for a major life insurance carrier to better handle inbound customer service intents via web and voice channels. Prioritized investments in automation and defined outsourcing strategy.
• Managed the mapping of current state operational processes for the global markets division of a bulge bracket bank. Oversaw a global team based in the US, Europe, and East Asia.
• Analyzed and delivered recommendations on how to improve the marketing functions of a major life, auto, and home insurance provider. Analyzed current state marketing capabilities and technology stack and identified key.

London, UK, GB

• Developed Target State Operational Model for Home Lending fulfillment for a top-4 US Bank. Lead current state process decomposition effort to determine what decisions are being made throughout the fulfilment process..

London, UK, GB

• Defined Commercial Credit product strategy for Bay Area-based High Tech Commercial Bank. Worked with lending product managers to determine correct parameters for each loan type.

• Managed the mapping of legal obligations to process owners and impacted parties within corporate finance at a top 4 US bank by assets managed to reduce risk of compliance breaches; leveraged experience to associate.
• Developed a system for tracking regulatory developments and devising the appropriate response for a top 4 US bank by assets managed.
• Created trading desk surveillance best practices roadmap for a Japanese Bank in response to a regulator complaint about market manipulation; baselined current state by interviewing and shadowing trading desk employees.

Bangalore, IN

• For a large US National Bank, developed a CRM interface for consumer mortgage loan officers. CRM usage among the over 700 loan officers increased from 2% to 98%, productivity increased 34%, and lead conversion rates.
• For a top 3 US bank, developed a strategy to automate over 3500 manually managed End User Computing spreadsheets into managed IT applications, providing annual savings of $25million.
• For a regional bank with $110b in assets, developed a reimagined omnichannel banking experience. Interviewed bank customers and synthesized findings to help bank executives understand how their customers interact with.
• For a US based bulge bracket bank, designed the requirements for three different data warehouses for all employees who receive variable incentive, equity, and bonus compensation within all departments globally. Managed.
• For a US Tier 1 Freight Railroad, developed a report on the competitive landscape and strategic opportunities.
• Facilitated a series of two day-long workshops on Design Thinking techniques for Chicago-based coworkers.

US

• Designed recruiting strategy and target specifications in consultation with clients
• Identified and research candidates to be vetted for consideration prior to presentation to clients
• Interviewed candidates to determine their possible fit within the client organization
• Produced and delivered presentations to clients on vetted candidates

Chicago, Illinois, US

• Trained and oversaw development of new hires
• Managed reporting of department productionMarketing Associate February 2014-February 2015
• Executed business development strategy by creating and cultivating relationships with over one dozen brokers and owners in the Senior Housing industry per day via phone calls and emails
• Produced and deliverd presentations for executives at potential client firms
• Reviewed financial documents to ensure that cash flow supported financing requested for acquisitions and refinancing
• Developed and executed social media strategy for engaging potential clients

Houston, Texas, US

• Assisted in production of excel financial models used to project outcome of various investment options for review by parent company board
• Utilized Excel functions including pivot tables, linking, and advance formula usage such as vlookup to produce financial models and presentation materials
• Developed visual representations of past market and company performance as well as future projections
• Prepared reports in Power Point on regulatory landscape to help craft smart energy strategy for Director of Smart Energy Strategy
• Executed competitive benchmarking for Director of Strategy to aid differentiation efforts

Austin, TX, US

• Implemented national activism projects on over 100 college campuses nationwide with total budgets of $100-500 per campus; helped organization achieve participation targets for the projects
• Identified target campuses for organizational growth through researching student involvement with similar causes. Achieved net growth of ten chapters each semester, bringing total to over 50.Midwest Regional Director.
• Oversaw 6 person leadership team and $2000 semester budget to grow and strengthen organization throughout region
• Worked part time while in college, expanded role upon graduation
• Identified and trained additions to National Leadership teamIllinois State Chair January 2012-June 2012
• Oversaw organizational operation across over a dozen chapters in Illinois, including the implementation and execution of National Activism Projects across various campuses

• Created messaging strategy and produced publicity material for successful state legislature campaign
• Developed direct mail literature for fundraising and volunteer recruitment reaching over 5000 targeted voters

Austin, Texas, US

• Participated in Koch Summer Fellows Program, which offered professional training and group projects for week prior to and following internship in Austin, TX for free market public policy think tank
• Tracked organizational media mentions and created reports for Foundation leadership quantifying effectiveness of organization’s various departments
• Assisted in the staging of Policy Primers at the Foundation's headquarters

Arlington Heights, Illinois, US

• Researched and analyzed topical policy issues for presentation to state legislators
• Updated organizational databases to correspond with election results
• Wrote blog posts highlighting my research

• Developed company training materials for new versions of software
• Researched and analyzed data to report on potential business opportunities

Ba, Public Policy: International Political Economy

Education record