Lead transformative change through new product development, policy and procedure enhancements, external partnerships and program management with a primary objective of increasing access to capital for women and diverse-owned small businesses.

Chief of staff to the strategy organization responsible for small business customer segments served in branches. Responsible for leading development and implementation of acquisition, retention and growth initiatives. Authored business cases and produce monthly business reviews. Served as an advisor and trusted partner to the team to drive strategic initiatives and provide thought leadership and synthesize cross functional perspectives to inform key strategic decisions.

Built and led a team of senior strategists responsible for small business sales enablement, readiness and continuous learning strategies for more than 30,000+ team members across branch and centralized contact center channels. Developed banker tools and resources, including presentation decks and videos that support the entire sales cycle as well as specialized acquisition and retention initiatives. Designed and streamlined processes that set business priorities and ensure continued alignment across stakeholder groups. Partnered with product, operations, communications, marketing and technology to lead cross-functional initiatives. Conducted on-going research to identify performance gaps and create solutions that elevate core competencies.

Responsible for outreach strategy to diverse small business owners across ethnic, gender, and generational segments. Conducted and interpreted bespoke research projects that generated key insights that resulted in customer-facing action plans. Launched a suite of more than 200 internal resources, including customer presentations, digital assets and customer collateral to drive consistency in regional activation of sponsorships. Developed and launched Spanish experience for the Bank’s online small business owner resource center, wellsfargoworks.com/es.

Responsible for local B2B and B2C acquisition and reputation marketing efforts across Paid, Owned, Earned and Team Member channels in the San Francisco region of Community Banking. Implemented sales enablement programs across 140 branches and 2000+ team members. Managed the strategy and activation of the Bank’s multi-million dollar budget for local sponsorships.

Led cross-functional team responsible for design and development of the Bank’s first on-demand, interactive advertising platform on network of more than 12,000+ ATMs. Managed enterprise intake, prioritization and deployment process for ATM advertising campaigns. Led design and implementation of A/B campaign testing.

Responsible for assessing customer needs and providing a full range of products, services and digital options. Recognized for being a consistent top performer.

Founded successful e-commerce business featuring custom designed and locally manufactured men’s bags and accessories. Directly managed all aspects of the business including sales, marketing, customer service and website development. Independently sourced, vetted and managed supply chain.