Jenn Davis Email and Phone Number

I consult on the assessment, strategic development and implementation of mid- to large-scale change initiatives, often supporting corporate mergers and acquisitions, with companies such as WL GORE, TD BANK, EDWARD JONES, M&T BANK, SPRINT, AT&T, BANK OF AMERICA, WACHOVIA, GE MONEY BANK, WELLS FARGO, MORGAN STANLEY, BANK OF OKLAHOMA FINANCIAL, SAM'S CLUB, TARGET, KOHL'S, and WAL*MART.

Through a team affiliated with the CPMO, I supported large-scale shifts in end-to-end enterprise-wide product portfolio management systems for the E2E Innovation/Product Portfolio & Governance (PPG) initiative throughout all aspects and phases of the implementation.

As a Change Management Lead for the Change Management Center of Excellence (COE), I supported the implementation of nCino CRM/ loan processing and servicing software for Small Business and Commercial divisions for 2,000 users and led the learning and development portion of the initiative, overseeing and managing the strategy, planning and implementation of all training-related deliverables.

As the Contract Change Management Project Lead for the Windows 10/ Office 365 Information Security Upgrade Initiative, I led the change management efforts for the enterprise-wide upgrade of the Windows 10 operating system/ Microsoft Office 365 tools for the Information Security division to all 45,000+ users across the entire organization.

As a consultant, I supported the implementation of nCino end-to-end CRM/ loan processing and servicing software for the Mortgage Lending division, both in a change and training capacity, participating in both instructional design of materials and facilitation of classroom training.

I consulted with Wells Fargo on several projects over the course of 5 years. Initially, I led communication, training and change management awareness and implementation efforts and provided consultative support for ongoing projects/focus areas within multiple programs. I also developed internal change management, training and communications frameworks and best practices in order to align change management processes with project management standards and processes. Additionally, I developed change management toolkits to support in-tandem processes. Prior to that, I performed a variety of change management, training and communication functions to support the enterprise-wide implementation of a new access management software (IAM Solution) for the Corporate Risk/Enterprise Access Management division and related lines of business. During that time, I authored numerous user’s guides, job aids, virtual instructor-led workshop modules, quick reference guides, presentation decks, training documents and related materials, including change management and leadership training modules, to support end-user training. I also developed and maintained the program-related training curriculum catalog in association with our Learning and Development (L&D) partners. Another main focus of my role was to perform various systems and process analyses to identify and assess change impacts/gaps and improve overall end-user experience. Additionally, I collaborated with workstream leads to design, implement and manage new standards and processes to meet changing business needs, mitigate risk and provide needed direction for various facets of the program.

I consulted with Bank of America on several projects over the course of 6 years. For the first project, I facilitated classroom-based training for mortgage loan processors, underwriters and managers in multiple content areas to support on-boarding training and proprietary systems integration in area operations centers nationwide for the Countrywide merger. Next, I worked as part of a highly-specialized team to facilitate both virtual and live training classes in the areas of leadership effectiveness and change management, and to administer and facilitate the Myers-Briggs (MBTI)® assessment for senior-level (bands 2 - 3) mortgage division managers nationwide. Following that, I facilitated both classroom and virtual training classes for over 200 new employees for the retail consumer credit division’s customer service call center on-boarding program, and was responsible for detailed working knowledge of 20+ proprietary software programs encompassing key in-house technical and practical applications and processes to support successful train-through implementation and promote superior customer service.

For the Morgan Stanley/Smith Barney merger, I provided one-on-one and classroom-based technology and systems platform training for financial advisors, support specialists and branch managers to support the integration of proprietary systems in branch locations nationwide, traveling to over 30 states and over 50 cities in an 18 month period. For this role, I quickly developed an in-depth knowledge of financial investing and trading procedures, federal and state compliance standards and approximately 20+ proprietary software applications to ensure highest quality of content delivery. I worked closely with leadership to execute the change management strategy for the training initiative during the merger with Smith Barney and was responsible for directly influencing Wealth Managers in offices nationwide to support the realization of business objectives via implementation of the change management strategy. I assisted in the development of strategies to increase engagement, mitigate risk and tailor interventions to meet the employees’ needs throughout the change and actively identified skill gaps to better focus on how we could deliver value through training in the new organization. As part of the delivery team, I actively supported employee engagement through regular discussion and built in “action audits” to our overall timeline so that we could formally examine progress against our action plan post-implementation to ensure continued success.

My main focus in this role was to lay the foundation for a Corporate Training Department for a Carolina-based company with approximately 300 employees. I actively led initial assessment efforts and developed key structural/organizational components to support global hiring practices as well as streamline and standardize the on-boarding training process. Additionally, I authored and facilitated several development programs, including a fully-inclusive 360° Manager Leadership Development program, a Manager-in-Training program, and a Top Sales Representative Mentoring program, among others, that included the administration of DiSC®, Myers-Briggs (MBTI)®, FIRO-B and Leadership 360° assessments. I also authored and facilitated a "Coaching Direct Reports" class to support the shift toward a more development-based management approach, and restructured and streamlined the 2 week Sales Core Training program for on-boarding, which included the creation and implementation of training videos and web-based learning.

In this role, I coached and counseled former Executive-level Managers during the transitional stage of their career, offering guidance and support in the areas of resume development, job search strategy, networking, market positioning and business start-up and development. I also facilitated informational workshops and large seminars regarding career transition, networking and resume writing.

Hired as a Contract Consultant, I facilitated 5-week sessions of classroom and web-based training for frontline on-boarding in customer service and sales for the Retail Consumer Finance division of GE MONEY BANK, which included major corporate clients such as SAM'S CLUB, TARGET, KOHL'S and WAL*MART. I was also responsible for detailed working knowledge of over 12 client-specific software programs encompassing 10 business units and key in-house technical and practical applications and processes for successful train-through implementation.