I support all business lines by steering project management teams to develop and launch innovative strategic initiatives and implementation roadmaps. I perform comprehensive assessments of competitive landscapes to determine Wells Fargo’s strengths to penetrate new markets and attain new business opportunities successfully.Highlights of accomplishments in this role include:• Create and launch innovative customer growth and engagement strategies to improve business performance by identifying and executing long-term and short-term goals to maximize profitability.• Analyze qualitative and quantitative data to uncover emerging trends and suggest best practices to improve customer engagement.• Strengthen customer engagement and grow sales across all Wells Fargo customer segments by designing effective growth strategies.♦ Strategy Consulting♦ Corporate Strategy♦ Growth and Engagement Strategy♦ Strategic Planning♦ Data Analytics♦ Digital Transformation♦ Product Strategy♦ Business Development ♦ Customer Experience

During my time at Morgan Stanley, I oversaw strategic initiatives and led investment solutions with data-driven recommendations. I provided cross-functional project leadership and direct function-wide process improvements to continually drive company growth.Highlights of accomplishments in this role include:• Drove financial scenario modeling and direct market sizing analysis to develop effective strategy for the Global Investment Office.• Cultivated and nurtured relationships with investors and senior executives to design powerful and effective corporate roadmap.♦ Chief/Global Investment Office♦ Corporate & Institutional Solutions♦ Investment Solutions♦ Portfolio Management♦ Institutional Consulting♦ Strategy

At J.P. Morgan, I delivered profitable investment strategy to high-net-worth clients with sophisticated portfolios by researching innovative investment strategies based on client objectives. I analyzed technology platform upgrades, researched customer analytics, and conducted competitive market analysis to innovate data-driven strategy to develop new business opportunities, growth initiatives, and enhance the client experience.Highlights of accomplishments in this role include:• Continually exceeded client expectations by presenting innovative financial solutions that produced effective and profitable results by blending investments, banking services, and asset allocation.• Analyzed market trends and economic conditions to develop thoughtful trading and investment proposals. Utilized these data-driven plans to execute trades across equities, ETF’s, managed portfolios, and fixed income while collaborating with portfolio managers on investment objectives, market volatility, and liquidity.• Frequently surpassed performance reviews and investment analysis to ensure clients were meeting investment objectives and to prepare strategic recommendations of supplementary investment products.• Employed hands-on leadership and lean management methodologies to increase Client Strategy team productivity, overachieved departmental targets, developed monthly metrics, identified growth opportunities, and delivered solutions to the senior executive team.

In this role at J.P. Morgan, I led project management efforts on several process improvement initiatives. I oversaw global reporting for industry, security, and emerging markets – producing data-driven insights and full risks analysis.Highlights of accomplishments in this role include:• Spearheaded global reporting efforts with international market analytics and risk exposures, equity concentration, derivatives exposures, and issuer risk.• Restructured portfolio exposure reporting with improved processes and presentation tactics. This method was later adopted and implemented company wide.• Meticulously researched and evaluated all J.P. Morgan Private Bank exposures (loans, OTC Derivatives, brokerage margin loans) secured by equities, fixed incomes, and other assets to drastically minimize credit risk.• Prepared financial modeling and presented analysis reports inclusive of market fluctuations and investment objective alterations for portfolio holdings.

• Prepared research reports on the quantitative and qualitative analysis of industries, sectors, trends, and the economy and presented investment recommendations to portfolio managers based on financial statements and earnings quality analysis. • Provided a perspective of portfolio management and evaluation, risk assessment, and decision-making based on clients’ goals and risk tolerance, saving clients thousands of dollars.• Prospected for high net-worth individuals and determined their eligibility for the firm’s investment strategies. • Secured numerous accounts, through successful relationship building, with an average account size greater than $100,000.

• Researched and identified existing private companies with initial enterprise value between $10 million and $30 million, developing a database, using excel, of target companies with market, industry and qualitative research. • Conducted market and industry research to determine the quality of an industry, cash flows, and operations to ensure a stable and profitable industry, high margin, diverse customers and products, high returns, and identifiable areas of improvement. • Analyzed total sales, adjusted EBITDA, financial statements, discounted cash flow, and financial forecast to determine potential revenue and profit growth.• Presented potential improvements to our team, for the company to increase revenue growth through improved products and services, triggering increased interest in the acquisition.

• Launched the operations of an entrepreneurial, start-up clothing company, contributing broad industry knowledge and utilizing financial, computer, research and planning skills to identify various business opportunities. • Implemented automated programs, tools, and technologies to optimize business performance, accelerating company performance by 30% through cost reductions and improved operations. • Developed and strengthened strategic planning and marketing strategies in introducing an internal line of fine men’s clothing, generating a 20% increase in sales growth each month and driving customer satisfaction to 99%.