Deborah M.
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Deborah M. Email & Phone Number

Location: Yorba Linda, California, United States 7 work roles 1 school
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Current company
Role
Portfolio Lead
Location
Yorba Linda, California, United States
Company size

Who is Deborah M.? Overview

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Deborah M. is listed as Portfolio Lead at Financial Services Company, a company with 75 employees, based in Yorba Linda, California, United States. AeroLeads shows a matched LinkedIn profile for Deborah M..

Deborah M. previously worked as Risk and Compliance Program Management Consultant at Heitmeyer Consulting and Senior Program Manager, Director, Risk Management at Union Bank. Deborah M. holds Bachelors Liberal Arts And Sciences, Psychology from San Diego State University-California State University.

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Financial Services Company

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Profile bio

About Deborah M.

I am a highly experienced Risk and Compliance Program Management Leader with proven ability to collaborate with all levels of an organization. Adept in ability to strategically build or redesign programs and processes across multiple departments with a focus on risk mitigation and sustainable solutions that reduce cost, remove redundancies, improve performance, and drive engagement. Skilled at proactively identifying or anticipating problems and providing solutions. Multiplies impact through mentoring, training, and empowering team to excel in performance.I have an extensive background in project management leading large scale, enterprise wide implementations. My diversity of experience allows me to adapt to any new business and interact across the organization in collaboration with all levels of partners. Signature programs have ranged from leading strategic product risk management programs, implementing complex customer facing segmentation initiatives, building reporting, analytics, and customer experience programs from scratch, and collaborating with IT developers to create a robust recognition program for over 90,000 team members to utilize.I love to support non-profit organizations through volunteering and am an annual supporter – as crew and walker - with the National Multiple Sclerosis Society’s 3-day, 50-mile challenge walk. Strengths: Portfolio, Program and Project Management | Strategic Communications | Team Building | Change Management | Risk Management | Project Implementation | Regulatory Program Execution | Reporting and Analytics Development | Customer and Team Member Experience.

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Deborah M.'s current company

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Financial Services Company
Financial Services Company
Portfolio Lead
Yorba Linda, CA, US
Employees
75
AeroLeads page
7 roles

Deborah M. work experience

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Portfolio Lead

Financial Services Company

Yorba Linda, CA, US

Risk And Compliance Program Management Consultant

Current
  • Manage and lead Enterprise Compliance transformation initiative through large merger & acquisition effort across various workstreams, including Consumer Compliance, Financial Crimes, Privacy and Ethics.
  • Design and implement program and project governance protocols and reporting tools to support implementation of Target Operating Model.
  • Create and complete self-evaluation testing of Enterprise Compliance Management Committee adherence to charter and regulatory requirements.
  • Evaluate and assess current standards across multiple Lines of Business to ensure compliance with regulatory obligations, policies, procedures and controls.
Oct 2023 - Present

Senior Program Manager, Director, Risk Management

Developed and led increasingly complex high-visibility risk management projects and programs with regulatory engagement. Created product risk management process for portfolio of over 116 products during divestiture. Created and deployed reporting, analytics and process documentation managing range of deliverables including production KPI's and to program.

Mar 2019 - Jul 2023

Senior Program Manager, Director, Branch And Private Banking

Collaborated with development teams, internal customers, and product line management to execute complex projects designed to maximize first line productivity and profitability. Executed customer facing projects with better than planned customer experience measures met. Re-designed and implemented a robust program to meet heighted regulatory expectations of.

Aug 2016 - Mar 2019

Project Management Manager, Learning & Development And Recruiting

Advanced professional experiences and strengths through multiple promotions and re-organizations, each increasing the scope of work and areas of responsibility over 10 year span. Grew team from 1 team member supporting single region for Learning and Development, to 13 highly skilled technical, project and strategy consultants and managers supporting.

Oct 2012 - Aug 2016

Project Manager

Brea, CA

Reporting & Technical Project Manager for the Learning & Sales DevelopmentExamples of Results: Spearheaded high visibility project to create recognition application for 200 person business group. Success of initial project led to project expansion to 20,000 members in California Regional Banking. Strategic leader on multiple workforce planning strategies.

Oct 2010 - Oct 2012

Project Management Manager

Brea, CA

Strategic Reporting Solutions / Learning Support Group Example of Results: Built successful start-up team leading reporting and analysis for a Regional Learning and Development group. Established scalable and sustainable processes for reporting and analysis, which resulted in multiple scope increases for the team to deliver solutions to more business groups.

Oct 2006 - Oct 2010
Team & coworkers

Colleagues at Financial Services Company

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1 education record

Deborah M. education

FAQ

Frequently asked questions about Deborah M.

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What company does Deborah M. work for?

Deborah M. works for Financial Services Company.

What is Deborah M.'s role at Financial Services Company?

Deborah M. is listed as Portfolio Lead at Financial Services Company.

Where is Deborah M. based?

Deborah M. is based in Yorba Linda, California, United States while working with Financial Services Company.

What companies has Deborah M. worked for?

Deborah M. has worked for Financial Services Company, Heitmeyer Consulting, Union Bank, and Wells Fargo.

Who are Deborah M.'s colleagues at Financial Services Company?

Deborah M.'s colleagues at Financial Services Company include Sean Acosta, Lulu Cheung, Benjamin Jefferson, Jonnie Villatoro, and Gaurav Naidu.

How can I contact Deborah M.?

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What schools did Deborah M. attend?

Deborah M. holds Bachelors Liberal Arts And Sciences, Psychology from San Diego State University-California State University.

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