Manage digital product strategy and roadmap of Advise and Planning products serving the Consumer, Wealth Management, Small Business, Commercial and Corporate clients and front line employees.

Led a team responsible for defining and activating Wells Fargo’s US Hispanic segment consumer strategy aimed at the mass-market, affluent, and high-net-worth sub-segments to drive growth, profitability, retention, and improved brand health.

Led a team responsible for leading Wells Fargo’s strategic planning for the Commercial Bank, Treasury Management, and Corporate and Investment Bank, including driving growth, mergers and acquisitions, reducing expenses, and managing risk. Project examples: • Led annual corporate strategic planning and investment prioritization processes for the international bank which included Commercial Banking, Investment Banking, and Treasury Management.• Served as a project manager for the GE Capital International integration within the Commercial Distribution Finance business, including assimilating $1.2Bn in assets and 350 team members across six banking entities.• Let strategy and implementation for de-risking the international business portfolio, including development on in-country risk appetite and identification of relationships to be exited across the international footprint. Led transformation of the• Led transformation team in implementing a new servicing model that combined the Treasury Management and Commercial Bank Servicing organizations (3,000+ employees), achieving a 30% operational efficiency gain.

Lead a team responsible for business development, account management, and project delivery for the World Bank and International Monetary Fund with a $2 million yearly revenue target.Business development and account management responsibilities:• Won proposals with the World Bank Group and International Monetary Fund (IMF) worth $2mm.• Managed a team of 20 interdisciplinary consultants to put together the proposals within a 3-month timeframe.• Negotiated proposed terms and conditions of the contract to a fixed price contract with 40% margin.Client project delivery responsibilities:• Managed finance transformation project on capital allocation to International Monetary Fund (IMF) grant recipients.

Responsible for business development, account management, and client delivery for professional services and solutions in the banking industry with a $1 million yearly revenue target. Business development and account management responsibilities:• Led and won several proposals: Citigroup consent order implementation ($2.1mm), Citigroup global expense reduction ($1.5mm), Citigroup Latin America expansion ($500k), GMAC / Ally Bank mortgage origination assessment ($350k), Fist Data onboarding process assessment ($300k).• Served as the client relationship manager to identify and pursue new business opportunities.• Led and facilitated the development, delivery, and presentations to clients for specific consulting capabilities. Client project delivery responsibilities:• Led Project Management Office for 12 workstreams related to Citigroup’s Consent Orders to address real estate lending and foreclosure practices within mortgage originations, servicing, collections, workouts, REO, pricing, etc.• Streamlined customer onboarding process for Ally Bank loan origination process and First Data merchants.• Led centralization / offshoring project to streamline Citigroup’s international organization with savings of $33MM.• Led analysis that resulted in an amendment to the National Credit Union Association’s Liquidity rules to ensure proper Asset and Liability Management during different interest rates environments.• Led large project implementations around resolution planning, CCAR, Volcker rule and credit card servicing litigations across several large banks.

• Drove B2C and B2B insurance sales in the Florida and Virginia market, including identifying, qualifying, and closing on new business opportunities.• Conducted cold calling, door-to-door sales, prospecting from existing book of business, running google marketing.• Managed the day-to-day operations and projects of a $2MM insurance portfolio with 1,800+ commercial and retail clients.