Senior Vice President, Digital Director
CurrentLead Salesforce platform initiative teams that transform the associate experience for sales, service, and operational roles across Merrill Edge and Bank of America to drive deeper client relationships, deliver advice and guidance in the moments that matter, and enhance associate-client interactions- Product lead for the multi-year transition and platform migration of Merrill Edge from Siebel to Salesforce as the core CRM platform shared with Consumer Banking and Consumer Lending (35k users)- Product lead for delivering Salesforce-based Case Management capability for Merrill Edge middle office to manage client-requested bank and brokerage service requests- Product delivery lead for integrating legacy Bank of America platforms into enterprise Salesforce platform; inclusive of Portfolio Management, Campaign Management, Offers Management, referrals, client-facing digital tools to associates, and digitized consent to contact- Mentor to new and junior product delivery managers to accelerate learning and development