Executive Director - Enterprise Change Management Readiness & Adoption
Current
Feb 2024 - Present
AeroLeads people directory · profile
Ellen Donaldson Email & Phone Number
Helping organizations thoughtfully care for their people through times of change
at
Wells Fargo
1 work email found
@perficient.com
2 phones found area 225 and 703
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Helping organizations thoughtfully care for their people through times of change
Location
Charlotte, North Carolina, United States
Who is Ellen Donaldson? Overview
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Quick answer
Ellen Donaldson is listed as Helping organizations thoughtfully care for their people through times of change at Wells Fargo, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at perficient.com, phone signal with area code 225, 703, and a matched LinkedIn profile for Ellen Donaldson.
Ellen Donaldson previously worked as Executive Director - Enterprise Change Management Readiness & Adoption at Wells Fargo and Head of Transformation - US Consumer Bank at Barclays Bank Us. Ellen Donaldson studied at Consumer Banker Association Executive Banking School.
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Email format at Wells Fargo
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{first}.{last}@perficient.com
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Profile bio
About Ellen Donaldson
OVERVIEW:Over 19 years of leadership experience in high-profile environments. Extensive background in thefinancial services and healthcare industries along with a strong set of highly transferable skills. Thrive in helping clients successfully navigate large-scale transformation while caring for people, inside and outside the organization, that are being impacted. 🚩 Experienced strategist who can create the big-picture, overarching plans for top-priority goals.🚩 Exceptional skills in building, developing, and leading highly effective remote and co-located teams.🚩 Enthusiastic leader who facilitates collaborations with other departments and vendors/partners.🚩 Excel in demanding environments that require a high degree of self-confidence and adaptability.🚩 Effective change driver with a record of successful transformation and change management initiatives.CREDENTIALS:☑ BA in Marketing, Louisiana State University☑ Life, Health & Accident License, Louisiana Department of Insurance☑ Series 7 & 66 Licenses, FINRA☑ Executive Banking School, Consumer Bankers Association☑ Technology Summary – Excel, PowerPoint, Outlook, Word, Roadmunk, Jira, SurveyMonkey☑ Volunteer Work – Court Appointed Special Advocate (CASA); Junior Achievement
Listed skills include Finra Series 7, Texas Group 1 Insurance License, Louisiana Life And Health Insurance License, Finra Series 66, and 52 others.
Current workplace
Ellen Donaldson's current company
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9 roles · 25 years
Ellen Donaldson work experience
A career timeline built from the work history available for this profile.
Head Of Transformation - Us Consumer Bank
Aug 2022 - Feb 2024
Management Consultant - Transformation And Organizational Change
Jun 2020 - Aug 2022
Program Manager
Responsible for the operational planning, establishment, execution and evaluation of a technology transformation program within the organization.
Nov 2019 - Jun 2020
Director Of Change Management, Transformation Office
OVERVIEW:Recruited from Capital One to lead transformational efforts within a 100-year-old company (TIAA was inthe initial stages of launching a change management strategy to support transformation efforts). Reportdirectly to the VP of Transformation. Coordinate change management initiatives, including the overallorganization-wide strategy and specific initiatives within each area.
Jul 2018 - Sep 2019
Director, Culture Transformation
OVERVIEW:Director, Culture Transformation (2017-2018)OCC Horizontal Sales Practice Exam Response Team (2017)Promoted to lead a cross-functional, agile team in developing and testing new ways to approachperformance management. Developed and coordinated 3 pilot groups with a total of ~1,000 users. Servedas the primary contact to build the relationship with the 3rd-party software vendor. Additionally, served asthe retail branch representative on a cross-functional team to coordinate branch responses to Phase II ofthe OCC Sales Practice Exam.HIGHLIGHTS:☑ Played an important part in furthering culture transformation goals that included reducing bias,competition, and subjectivity in the working environment as well as building a learning organization
Apr 2017 - Jul 2018
Sales & Service Leader, Retail Bank Transformation & Effectiveness
OVERVIEW:Promoted to lead a team of internal consultants in partnering with local executives and nationalsales/service teams on strategy development and execution. Maintained frontline teams’ focus on thecustomer during a large-scale transformation effort by creating and executing a full change managementstrategy. Identified local and national trends with a potential impact on bottom-line results.HIGHLIGHTS:☑ Led the organization to achieve #1 and #2 rankings for 4 years through influencing local leaders todrive consistency by identifying strategies to fix sales, service, and leadership gaps.☑ Paved the way for top-ranked NPS scores by working jointly with the national sales and service teamsto develop and deliver solutions that enabled partners to create exceptional customer experiences.☑ Won the 2015 Lead the Way Award through redesigning and deploying a new banker trainingprogram to deliver on the Consultative Banker strategy.
May 2012 - Apr 2017
Licensed Banker Program Manager
OVERVIEW:Brought on board to develop and manage all aspects of the Capital One Licensed Banker program across2 states (Louisiana and Texas), including recruiting, training, licensing, sales, and ongoing developmentof bankers. Served as the liaison between Capital One Retail Bank and Capital One Financial Advisorson all program matters.HIGHLIGHTS:☑ Achieved $1M revenue growth each year of the program through the recruitment, licensing anddevelopment of over 200 bankers across both states.☑ Enabled recognition for the operation as a well-managed business area within the Retail and DirectBank by facilitating new product/procedure introductions as well as creating ongoing skill buildingworkshops.
Feb 2009 - May 2012
Retail Banking District Manager / Sales Coach / Branch Manager
OVERVIEW:Retail Banking District Manager (2006-2009)Sales Coach (2005-2006)Branch Manager (2002-2005)Progressed through increasingly responsible management positions within a high-profile company. As aRetail Banking District Manager, led business-related functions and financial results for Jefferson Parishretail branches with a combined $500M+ in assets under management. Provided direct and indirectleadership, coaching, and mentoring for a team of over 150 branch associates.As Sales Coach, served as a liaison between national sales and assigned districts, ensuring the team’ssuccessful use of key sales behaviors. As Branch Manager, oversaw all general activities and specialprojects within the branch, including the construction of a new branch and the transition from an in-storelocation to the new branch.HIGHLIGHTS:☑ Led the branch to a #1 ranking in its peer group for 2 consecutive years as Branch Manager.Subsequently, optimized the sales performance of branch staff members in their assigned territory asSales Coach.☑ Oversaw the seamless integration of retail with other lines of business and product areas as RetailBanking District Manager.
2002 - 2009
~7 yrs
3 education records
Ellen Donaldson education
Education record
Consumer Banker Association Executive Banking School
Ba, Marketing
Louisiana State University
Education record
Baton Rouge High School
FAQ
Frequently asked questions about Ellen Donaldson
Quick answers generated from the profile data available on this page.
What company does Ellen Donaldson work for?
Ellen Donaldson works for Wells Fargo.
What is Ellen Donaldson's role at Wells Fargo?
Ellen Donaldson is listed as Helping organizations thoughtfully care for their people through times of change at Wells Fargo.
What is Ellen Donaldson's email address?
AeroLeads has found 1 work email signal at @perficient.com for Ellen Donaldson at Wells Fargo.
What is Ellen Donaldson's phone number?
AeroLeads has found 2 phone signal(s) with area code 225, 703 for Ellen Donaldson at Wells Fargo.
Where is Ellen Donaldson based?
Ellen Donaldson is based in Charlotte, North Carolina, United States while working with Wells Fargo.
What companies has Ellen Donaldson worked for?
Ellen Donaldson has worked for Wells Fargo, Barclays Bank Us, Perficient, Amedisys, and Tiaa.
How can I contact Ellen Donaldson?
You can use AeroLeads to view verified contact signals for Ellen Donaldson at Wells Fargo, including work email, phone, and LinkedIn data when available.
What schools did Ellen Donaldson attend?
Ellen Donaldson studied at Consumer Banker Association Executive Banking School.
What skills is Ellen Donaldson known for?
Ellen Donaldson is listed with skills including Finra Series 7, Texas Group 1 Insurance License, Louisiana Life And Health Insurance License, Finra Series 66, Series 7, Banking, Management, and Sales Process.
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