Retirement Services, Marketing Operations• Lead Marketing Project Management team • Oversaw implementation and adoption of workflow management tool enhancements (Aprimo)• Designed Visio workflow diagrams, captured requirements • Responsible for audit finding remediation strategy and implementation• Developed Business Continuity Playbook for automated workflow tool• Provided vendor oversight and managementKey accomplishment/projects:• Successfully stood up Centralized Project Management Model• Project Management oversight and support for Rebrand from AIG to Corebridge

• Supported business model growth for Wirehouse pod

Transformation, US Consumer Marketing • Captured and documented business requirements• Developed end-to-end process maps • Operated under Agile methodology; participate in stand up, grooming, sprint/release planning, dev design, and retros• Conducted UAT, document results, and submit defects if requiredKey accomplishment/project:• Workflow automation transformation to centralize, standardize, and integrate 20 Marketing programs into singular workflow management tool (Aprimo) for 400 users.

Life Insurance, Marketing • Provided digital marketing consultation and support for Next by Pacific Life.• Reviewed and approved prototypes for brand, content, accuracy, and user flow.• Participated in sprint synthesis to evaluate broker feedback, subsequently captured in Jira epic and story backlogs.• Aggregated ad-hoc data analytics to provide reporting.Key accomplishment/project:• Digital platform transformation for customers and financial planners.

Auto, Customer & Team Member Experience Strategy • Provided project management and digital support for multiple efforts.• Engaged with digital scrum teams and consumer insights to inform and optimize Auto digital transformation. • Partnered across the Wells Fargo footprint for holistic view, alignment, consistency, resource awareness, impacts, best practices, and insights.• Conducted research and developed executive overviews including strategic summaries, project charters, business cases, benefits analysis, implementation options, stakeholder assessments, sizing estimates, and scheduling.Key accomplishments/projects:• Successfully owned and led project change management work stream to drive seamless integration of four million Auto customers into Wells Fargo Online Banking. • Launched online payment help resource that promoted consistent CX and risk reduction.

Auto, Marketing • Head of Auto Creative Services, providing leadership and management for all creative efforts. • Wells Fargo Brand Steward and dedicated brand subject matter expert, responsible for brand compliance. • Directed, reviewed, and approved creative solutions for nationwide programs and events in support four million customers, 4,000 team members, and 57 regional business centers.• Established and maintained vendor relationships, including annual contract review, ensuring service level agreements were upheld, and quality assurance was maintained.Key accomplishments/projects:• Successfully rebranded all digital and print marketing materials from Wachovia Dealer Services to Wells Fargo Dealer Services, then subsequently for Wells Fargo Auto.• Brand oversight of digital mobile optimized of the consumer online secured session (eServices) to enhance CX on mobile devices for millions of customers.• Developed digital sweepstakes creative that drove paperless adoption and saved the organization millions of dollars.

Marketing, New Community Developments • Directed the full creative lifecycle for homebuilding/community development sales materials, ads, brochures, displays, kiosks, and signage. • Oversaw all creative projects for brand campaigns across the Southwest region (CA/AZ/NV).• Led thriving creative team (production manager, graphic designers, traffic manager, and copywriter). • Established, negotiated, and managed vendor relationships.Key accomplishments/projects:• Established brand standards for re-brand effort, creating consistency across all marketing collateral. • Successfully converted all marketing materials for rebrand effort.

• Led strategy and vision for marketing creative design and production, focused on generating brand engagement and preference.• Managed, trained, and mentored creative team to meet critical deadlines for the launch of new products.• Drove nationwide business-to-business sales enablement for high-profile insurance brokers.• Modernized business systems and transitioned paper-based processes to digital platforms for maximum efficiency.• Effectively managed relationships and communications with ad agencies to deliver a consistent brand experience.Key accomplishments/projects• Award-winning recognition for annuities and mutual funds collateral as noted by insurance industry associations including Life Communication Association (LCA), DALBAR, and Market Matrix.