Keri Miller, Csm, Cspo Email & Phone Number

Capital Markets - Process Transformation• Project/Program Responsibilities & Deliverables:o Standardized process learning guides and training modules for Equities global system o Created user experience process documentation with recommendations to enhancements reducing learning time and knowledge transfer practices enhancementso Created enhanced process documentation validating E2E trade systems and processes to ensure data accuracyo Identified areas for control enhancements that would align to key data elements / attributes; Mapped transformative and high-risk data attributes that triggered disclosures on customer facing confirmationso Partnered with system owners to document and track blotter code logic for accuracy in preventative controlso Designed E2E trade process flows outlining system details for trade values including sub-processes (Bloomberg, Broadridge)

Charlotte, North Carolina Area

Enterprise Risk –Risk Mapping ● Project/Program Responsibilities & Deliverables:o Coordinate with PMO to execute regulatory tasks created to adhere to Article V, OCC Consent Order focused on Part 12 CFR Part 30 Heightened Standardso Address ongoing issues with three lines of defense and identify the complexities their business/risk appetite. Work with Internal Audit team to enhance and ensure reporting templates are consistento Create training guidance documentation, and instructional materials; Monitor and report all risks, including a concentrations and possible risk appetite breaches

Charlotte, North Carolina Area

Credit Risk – CECL Implementation● Project/Program Responsibilities & Deliverables:o Serve multi-functional support role providing project management coordination as a liaison between the PMO and business partnerso Support CECL program to create and update program communication, regulatory presentation decks and track milestone updates; Identify regulatory and business requirements

Charlotte, Nc

International Wholesale- Business Systems Consultant, User Experience● Project/Program Responsibilities & Deliverables:o Responsible for receiving incidents and requests from end-users, analyzing these and either responding to the end user with a solution or escalating to the other IT teamso Monitor system issues; provide support for root cause analysis; Manage communication of issues and updates to business and shareholderso Prioritize support activities which involve issue analysis and resolutions within the specified SLAs▪ Ensure testing needs are adequately addressed in these documents▪ Escalate issues requiring management attention to stakeholderso Coordinate Defect meetings with PMO and downstream partnersDirect Managed Accounts, Wealth Management Services - Project Coordinator● Project Management & Coordination:o Build and maintain excellent relationships with Core, Steering and Executive level partners to achieve short-term execution goals that provide foundation to the long-term strategic approacho Escalate all impediments promptly and manage each of them proactively, in order to ensure that the project’s delivery of in-scope items are meeting one’s communicated target dates and/or exceeding expectations due to complexity o Manage resource plans: Ensure weekly allocations are correct and aligned with allotted payroll hours.o Ensure quality client support, through active communication and teamworko Meet with Team Manager to review data quality, production levels, overall performance and progress on development activities▪ Assist in documenting project phases and creating summary reports for company management▪ Ensure that each team has the tools it needs to meet project milestones

Charlotte, North Carolina, United States

– CX & Digital Transformation (Company Rebrand), Business Analyst● Project/Program Responsibilities & Deliverables:o Conduct research, gather information to understand the needs of the cliento Create a wide variety of business deliverables to propose/communicate observations, recommendations, strategies and approaches to solution for problem statements and risk exposureso Provide status reports of project activities to project managers to ensure their awareness, the degree of resources, and to assure that activities continue to meet goalso Primary: Weekly meetings working very closely with client-facing members of QA/UAT to understand each of their roles and how they work collectively to manage track items that would potentially affect deployment– Individual Business/Financial Advisors, Customer Experience & Digital Channels (Asset Management)● Project/Program Responsibilities & Deliverables:o Conduct market research and information gathering to understand the needs of the client▪ Expert in simultaneously handling various project activities to include: information gathering, analyzing data, documenting business process flows and defining fluency between different business systemso Provide status reports of project activities to project managers to ensure their awareness of activities, the degree of resources, and to assure that activities continue to meet goals

Charlotte, Nc

Government and Community Relations Group: Responsible for the support of community endeavors through the Wells Fargo Foundation; executed wide range of project support, and administrative processes related to the Community Relations division. Also include the support of national initiatives with external partners and clients with hopes of spreading community awareness and financial literacy.• Assured deliverables were on schedule, tracked activities of 112 Community Affairs Managers to meet deadlines• Effectively communicated with all levels of the management, including senior-level executives• Managed team of 10 interns for “Millennial Spending Power” internal case study

Master Of Business Administration (Mba), International Business

At American InterContinental University (AIU), our mission is to provide for the varying educational needs of a culturally diverse.

Bachelor Of Science (Bs), Marketing And Professional Sales

Activities and Societies: American Marketing Association, VP of Advertising and Awareness; SIFE (Students in Free Enterprise); Ladies.