Judy Lin Email and Phone Number

- Developed and implemented a cross-channel campaign management process leveraging existing project management tools - Improved email marketing team's intake process to improve efficiency and transparency- Managed the search for a marketing automation platform (gathered requirements, managed initiative to create a 3-year roadmap and future-state customer journeys) - Led a cross-functional team (credit, web, ops, product, marketing) to update disclaimers across marketing assets and other customer-facing resources due to credit model changes- Supported risk management by working with Internal Audit on assessing marketing vendors, updating quarterly marketing risks that were reported to executives and the board, updated marketing recession plans

- Partner with Business Development, Marketing, Product, HR, Finance, and Corp Comms teams to identify vendors that would support their strategic initiatives. Worked with cross-functional stakeholders (Legal, Compliance, InfoSec, Risk) to manage vendor onboarding, risk assessment, due diligence and contract negotiation.- Manage multiple RFPs, including RFPs to identify a direct mail print vendor and creative agency to reduce costs, increase efficiencies and improve flexibility.- Created and implemented a process to intake staffing requests for contractors leveraging JIRA tickets to reduce risk and provide reporting capabilities.

- Worked with financial services clients with business strategy and performance improvement projects; Directly managed the performance of two analysts and was the acting manager for three projects.- Led a team of 3 to recommend how the marketing team of a regional private bank should be structured to maximize efficiency and cohesiveness. Led stakeholder interviews, developed customer journey maps, and presented to C-level executives.- Developed a roadmap to help the marketing organization of a private and commercial bank better support internal and external customers by conducting a maturity assessment, developing customer journey maps, and identification of over 25 initiatives to help get the organization to a more customer-focused future state.- Identified revenue synergies during the post-acquisition of a regional bank by a top 10 US wealth manager. Conducted workshops, performed client segmentation analysis, developed cross-sell delivery models, created a pilot rollout and training/communications and marketing plans.- Supported the assessment and selection of a model management platform vendor for the wealth management group of a large US investment management firm. Helped develop a high-level implementation roadmap and identify issues and risks, pricing, and resourcing.- Supported the business development efforts for a payments client by coordinating bi-weekly account calls, reporting on projects in the pipeline, tracking progress against annual revenue targets, developing a relationship map, and hosting clients at events.- Met with key client stakeholders during projects to further understand their needs, identified additional opportunities, and won follow-on work.- Led the PMO of a cross-functional project around hiring SAP support resources for a payments company by developing status dashboards, tracking project budget, reporting and escalating issues/risks, managing knowledge transfer, and reporting status to SVP and C-suite executives.

- Supported the RFP, demo, and selection of an investment management platform vendor for the private wealth management group of a US private bank. Provided tools to assist with pre-implementation planning efforts and the vendor contract negotiation process.- Assisted in the development of recommendations to publish performance reports, Form ADVs and disclosures on the online portal for trust clients for the wealth management group of a large US bank by assessing current state, analyzing customer data, created sample GUIs, and creating a high-level requirements document.- Supported the development of a strategy for online trust reporting capabilities for the wealth management group of a large US bank by conducting client interviews, performing a gap analysis, conducting an industry benchmark analysis, creating a project definition document, and producing sample GUIs with recommendations.- Assessed the capabilities, maturity, and effectiveness of the tools of the PMO group of a large private bank. Identified areas of improvement and provided a roadmap of when improvements can be implemented.- Helped identify a solution to implement SWIFT messaging capabilities for USD payments for a large bank and wealth management company. Activities included documenting current state, assessing risks, and helping lead a design session to discuss short-term solutions.

Broker Dealer Joint Venture Integration:- Managed the change management efforts for over 20 projects within the Retirement product group for a broker dealer integration that involves over $1.5 trillion in client assets- Led change management efforts by developing resources that were distributed to clients, FAs, Branch support personnel, call center service professionals, and operations personnel- Created BRDs to capture requirements needed to document future-state policies and functionality and to renovate the Retirement platform prior to conversion

- Co-founded Gartland & Mellina Group to help financial services clients with various strategic initiatives.Prime Brokerage Strategy Project:- Developed a detailed business plan to determine whether the client could successfully enter the prime brokerage market- Performed research to determine impact on client’s current business, resource requirements, market positioning, issues and risks, implementation strategy, and future-state operating model

Mutual Fund Single Platform Project:- Gathered requirements from users, developed test cases and test scripts, and managed user acceptance testing for a mutual fund platform consolidation project that will produce a cumulative savings of $30 million at a Fortune 50 bank- Led the PMO for the Broker Dealer workstream by creating status dashboards, maintaining issues logs, leading meetings with other PMO leads, and updating project plans for Leadership and Steering Committees- Created policy and procedures with users in various trading groups to document daily processes and to determine inefficiencies for further analysis and resolution