Ellen Donaldson

Ellen Donaldson Email and Phone Number

Helping organizations thoughtfully care for their people through times of change @ Wells Fargo
Ellen Donaldson's Location
Charlotte, North Carolina, United States, United States
Ellen Donaldson's Contact Details
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

Ellen Donaldson's Current Company Details
Wells Fargo

Wells Fargo

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Helping organizations thoughtfully care for their people through times of change
Ellen Donaldson Work Experience Details
  • Wells Fargo
    Executive Director - Enterprise Change Management Readiness & Adoption
    Wells Fargo Feb 2024 - Present
    San Francisco, California, Us
  • Barclays Bank Us
    Head Of Transformation - Us Consumer Bank
    Barclays Bank Us Aug 2022 - Feb 2024
    Wilmington, Delaware, Us
  • Perficient
    Management Consultant - Transformation And Organizational Change
    Perficient Jun 2020 - Aug 2022
    St Louis, Mo 63141, Mo, Us
  • Amedisys
    Program Manager
    Amedisys Nov 2019 - Jun 2020
    Baton Rouge, Louisiana, Us
    Responsible for the operational planning, establishment, execution and evaluation of a technology transformation program within the organization.
  • Tiaa
    Director Of Change Management, Transformation Office
    Tiaa Jul 2018 - Sep 2019
    New York, Ny, Us
    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.
  • Capital One
    Director, Culture Transformation
    Capital One Apr 2017 - Jul 2018
    Mclean, Va, Us
    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
  • Capital One
    Sales & Service Leader, Retail Bank Transformation & Effectiveness
    Capital One May 2012 - Apr 2017
    Mclean, Va, Us
    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.
  • Capital One
    Licensed Banker Program Manager
    Capital One Feb 2009 - May 2012
    Mclean, Va, Us
    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.
  • Chase
    Retail Banking District Manager / Sales Coach / Branch Manager
    Chase 2002 - 2009
    New York, Ny, Us
    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.

Ellen Donaldson Skills

Finra Series 7 Texas Group 1 Insurance License Louisiana Life And Health Insurance License Finra Series 66 Series 7 Banking Management Sales Process Leadership Training Coaching Sales Management Sales Retail Banking Relationship Management Strategy Cross Selling Marketing Strategy Customer Retention Sales Operations Credit Financial Services Loans Change Management Customer Experience Team Leadership Team Building Business Relationship Management Agile Methodologies Strategy Execution Strategic Planning Customer Service Change Leadership Project Management Business Transformation Performance Management Program Management Vendor Management Strategic Planning And Execution Communication Culture Transformation Employee Recruitment Staff Development Transformation Leadership Cross Functional Team Leadership Stakeholder Management Priority Management Servant Leadership New Product Implementations Upper Management Presentations Program Delivery Retail Operations Staff Performance Evaluations Business Development Policies And Procedures Implementation Agile Project Management

Ellen Donaldson Education Details

  • Consumer Banker Association Executive Banking School
    Consumer Banker Association Executive Banking School
  • Louisiana State University
    Louisiana State University
    Marketing
  • Baton Rouge High School
    Baton Rouge High School

Frequently Asked Questions about Ellen Donaldson

What company does Ellen Donaldson work for?

Ellen Donaldson works for Wells Fargo

What is Ellen Donaldson's role at the current company?

Ellen Donaldson's current role is Helping organizations thoughtfully care for their people through times of change.

What is Ellen Donaldson's email address?

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What schools did Ellen Donaldson attend?

Ellen Donaldson attended Consumer Banker Association Executive Banking School, Louisiana State University, Baton Rouge High School.

What skills is Ellen Donaldson known for?

Ellen Donaldson has skills like Finra Series 7, Texas Group 1 Insurance License, Louisiana Life And Health Insurance License, Finra Series 66, Series 7, Banking, Management, Sales Process, Leadership, Training, Coaching, Sales Management.

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