Kimberly Bertz Email & Phone Number

Los Angeles, California, United States

Investor and advisor bridging corporate operational excellence with startup innovation. - Limited Partner (LP) in select venture capital and real estate funds, with emphasis on emerging technologies and sustainable development- Angel investor supporting diverse founders, inclusive leadership, and innovative solutions - Specialized in early-stage opportunities with demonstrated product-market fit and scalable business modelsCurrently accepting select advisory roles and evaluating new fund opportunities

San Francisco, California, Us

Recruited to build enterprise employee engagement function. Led global vision, strategy, and execution for employee-focused Diversity, Equity & Inclusion and employee affairs. Transformed the company's Employee Resource Group program, achieving 11% membership growth in a single year and recognition top program by Fair 360. Influenced $300MM investment in nonprofits to enhance community ties.Served on: - Wells Fargo Executive Management Committee (company’s top 300 senior leaders)- Los Angeles Public Affairs Council- CEO’s Executive Leadership Forums for Hispanic/Latino leaders and Women

San Francisco, California, Us

Oversaw strategy, operational, and administrative functions for Workplace, including workplace strategy and innovation; business and information technology strategy; business intelligence, data and analytics strategy, expense management and operational reporting, amenity programs; diversity, equity and inclusion (DE&I) efforts. Launched Workplace Experience team to deliver enhanced employee experience - in partnership with corporate real estate, Technology, HR, Innovation, and Marketing. Implemented iNPS and third party workplace measurement index (Leesman) to measure employee satisfaction and inform workplace strategy. Oversaw creation and deployment of new design concepts and space design standards. Led COVID response and Return to Office for the workplace: returned 120k employees to hybrid work model, balancing desire for flexibility, culture at hub locations, and maximizing real estate asset utilization.

San Francisco, California, Us

Head of Real Estate Services and Operations for 80MM sq ft / 6,000+ location corporate real estate portfolio. Function included business and technology strategy, cross-functional strategic initiative portfolio, amenity programs, meeting & event space, facilities contact center, lease administration, records management, and supported ~300k people (employees, onsite contractors). Implemented cost-saving initiatives that resulted in $90 million in occupancy savings in a single year and introduced digital workplace tools to serve 130,000 employees and facilitate millions of customer interactions.

San Francisco, California, Us

Responsible for transforming customer engagement and digital channels into B2B contact center for workplace and real estate services, including maintenance, furniture, signage and branch/ATM requests. Completed transition to two-site location strategy and launched service center to fully automate work order dispatch. Managed ~500k inbound requests, ~300k work orders annually with 95% customer satisfaction and 86% SVL (against goal of 80%).

San Francisco, California, Us

Launched and led Wells Fargo Connections, a distinguished service offering for meeting & event and flexible work space that has been lauded as "the best space Corporate Properties is delivering" as the future of the workplace. Portfolio includes 20 amenity-rich locations in 11 markets with over 400,000 square feet under management, serving 650k attendees and hosting 70k events annually with 94% customer satisfaction. Connections blueprint to be used across all WF campus locations.

San Francisco, California, Us

Created and manage the Real Estate Strategic Services & Implementation team to improve speed-to-market of key real estate services, simplify processes and establish enterprise real estate Center of Excellence. Responsible for customer interaction strategy and simplifying service delivery with creation and launch of two user-friendly tools: CPG Assist receives & routes 100k+ customer requests annually, and Space Finder reservation tool covers 10k spaces in 100+ cities, with 220k monthly reservations across 22.5k active monthly users.

Us

Provided advisory services to clients to improve corporate communications. Developed business cases, and oversaw implementation of high impact projects including change management for Wells Fargo-Wachovia merger. Responsible for all operations, business development, and relationship management of consulting business.

New York, Ny, Us

Senior manager responsible for post-merger change management, stakeholder alignment, operational shutdown, and staffing roll off of heritage WaMu Accounts Payable and Travel & Entertainment functions.

Las Vegas, Nevada, Us

Led team responsible for designing and implementing enterprise spend management programs, including supplier relationship management center of excellence for 20k suppliers w/ $3B annual spend, electronic invoicing and payment network, and on-demand offshore services for 50k employees.

Amsterdam, Nl

Led organizational change management for business and IT transformations at Fortune 500 companies. Responsible for bridging the gap between change strategy development, implementation, and transition to steady state operations. Special expertise in training and communications.

Dayton, Oh, Us

Led software implementation teams in auto industry; heavy focus on change management and rapid user adoption.

LA Mayor’s office overseeing public policy issues at national level.

Mba, Business Administration

B.A., Business, International Development, Public Policy

Executive Education: Women In Governance, Board Of Directors

Executive Development Program: Business Certificate