•Conducted comprehensive DEI benchmarking research and presented strategic recommendations to senior leaders, effectively influencing changes in DEI policies and procedures.•Led DEI initiatives while significantly influencing team strategies and outcomes.•Mentored and coached DEI team members and managers, fostering a culture of inclusivity and continuous improvement.•Developed and implemented DEI programs, resulting in measurable improvements in team performance and engagement.•Collaborated with senior leadership to align DEI goals with organizational objectives, enhancing overall company culture.•Created and presented high-level risk and controls proposals to senior DEI executive leadership including the Operating Committee.•Managed relationships with external partners (Catalyst, The Conference Board, Fair360, Out & Equal, Seramount/Diversity Best Practices) with a $800k budget.•Developed enterprise programming for DEI Awareness Month.•Oversaw the DEI video channel on Wells Fargo’s internal network; the channel is inclusive of video content for all diverse segments.•Provided DEI consultation to enterprise Employee Resource Groups.

Leads design and delivery of core enterprise-wide diversity and inclusion strategies and initiatives, and provides leadership and consultation to Wells Fargo's Employee Resource Groups/Team Member Networks. Works with the D&I team to develop and deliver industry-leading strategies and initiatives that embed and promote diversity, inclusion, and belonging in every aspect of business and at every level of the organization; designs and executes leading edge initiatives and programs that foster an inclusive workplace, measures the outcomes of our work, and provides thought leadership and consultation across the D&I ecosystem. Responsible for managing the enterprise D&I Champion Awards program, bi-monthly Inclusion Fireside Chat productions, and manage third-party relationship risks. Relationship Manager for DiversityInc, Diversity Best Practices, and Catalyst. Manages Wells Fargo’s participation in industry conferences such as DiversityInc, Out & Equal Workplace Summit, Diversity Best Practices, Catalyst, Disability:IN, and The Conference Board.

Project Manager for efforts pertaining to the Client, Risk, and Compliance Analytics teams. Assisting the Leadership team with budget planning and forecasting, aggregated status reporting, and managing an offshore contract, including Business Continuity Plans.Project Management stretch assignment: Manage the global Diversity & Inclusion Champion Awards, reporting to the Head of Diversity & Inclusion.

Project ManagerWells Fargo AdvisorsResponsible for managing financial investment business projects from inception through post-implementation working across channels, divisions, and teams, to ensure all impacted parties are represented and the final product meets the project goals.- Develops the project definition document (PDD) for each project assignment; forms project teams, and engages the business sponsor throughout the project life cycle - Facilitates risk analysis during the initiation of projects and continues to analyze the risks throughout the life of projects; identifies issues and escalates them to the appropriate business leaders as necessary- Defines the work the project team will produce via detailed project plans, actions to be taken, and project timelines; demonstrates flexibility to adjust plans when necessary- Observes project activity to actively identify changes and take corrective action in all phases of projects- Finalizes project activities and project records, and assesses project outcomes to document lessons learned- Participates in project audits to make certain projects were managed in the appropriate chronological order and successfully implemented results with documentation proof

Sr. Business Analyst, Assistant Vice PresidentAffluent Client Group, a part of Wealth, Brokerage & Retirement StrategyWachovia Securities / Wells Fargo AdvisorsProject Manager for the Wells Fargo Advisors Insight Panel- Manage the Wells Fargo Advisors Insight Panel, which consists of 1,500 affluent clients who are surveyed every six weeks on timely topics related to the current marketplace conditions; in addition to our panel of clients, we also interview 250 prospective clients with each study to compare the findings and to look for client recruiting opportunities - Oversee all aspects of the program: conduct status meetings, handle communications with key stakeholders, obtain appropriate approvals for client communications, incentives, website language, compliance/legal issues, etc.- Partner with business channels to develop survey concepts, hypotheses, and levelset expectations for each study- Provide direction to the external vendor on conducting the research, dissiminating survey data, website monitoring, sweepstakes fulfillment, respond to client inquiries, etc.- Facilitate the monthly panel meetings, determine project goals, and generate minutes and/or timelinesAffluent Market Research- Research industry trends within five targeted segments: High Net Worth, Retirees, Pre-Retirees, Young Affluent, and Small Business affluent clients; top corporate leaders use this research to drive the affluent marketing strategy- Post timely research on intranet site; generate monthly e-mail to firm leaders announcing research postings; analyze hit reports and brainstorm ideas for improving the site, and to increase site traffic.

Sr. Business Analyst, Assistant Vice PresidentBusiness Initiatives team, a part of Streetside OperationsWachovia SecuritiesProject Manager for “Project Widget”- Steer five junior analysts in analyzing over 400 metrics to ensure that appropriate tracking, trending, and reporting measures are in place for each department to provide meaningful, detailed data to leadership- Perform staffing analysis and trending of complex business metrics used in: driving the structure and staffing requirements of five departments (280+ associates); and assessing the departments’ performance relative to service, accuracy, cycle time, and other indicators as needed- Metrics Committee Chair (a part of the Streetside Operations Governance Board)Management Reporting- Administer the flow of all upper management reporting from five department heads- Prepare monthly “state-of-the-department” presentation for the Sr. Manager- Extensive trend analysis/reporting of trade fails; guide weekly meetings to discuss trends with key stakeholders and report back to the Sr. Manager- Analysis of a cost center with an annual budget of $19M; research cost saving opportunities; direct junior analysts in P&L investigating

Business Analyst, OfficerWachovia SecuritiesCorporate Services team, a part of the Business Services GroupManagement Reporting- Administer the flow of management reports from three department heads; responsible for multiple monthly presentations for the Sr. Manager- Create/maintain four internal websites; including the creation of a new site called “The Neighborhood” that later became so well-received it was enhanced to cover the entire business unit consisting of over 1,000 associates – the concept of the site was to house associate bios, announcements, morale boosting efforts, floorplans with links that show where associates are located in the buildings

Information Systems SpecialistMentor Investment Group, the firm’s mutual funds subsidiaryWheat First Butcher Singer / Wheat First Securities / First Union SecuritiesMutual Fund Reporting- Administer all Mentor mutual fund sales reports, daily, weekly, monthly, quarterly, and annually- Daily data scrubbing of thousand of records of brokers sales

Executive AssistantMentor Investment Group, the firm’s mutual funds subsidiaryWheat First Butcher SingerRFP (Request for Proposals) Oversight- Assist department manager in early creation of all RFPs which were created to solicit investment management business