Kimberly Bertz Email and Phone Number
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Enterprise COO and strategic leader-turned-investor, combining deep operational expertise with proven ability to architect and navigate complex organizational change. Built career in Big 4 consulting and as Fortune 50 executive driving transformation, leading large operations, and improving workplace experience. PROFESSIONAL DNA:- Future of Work, Employee Experience, Workplace Innovation- Strategic Planning & Business Transformation- Real Estate Portfolio Optimization- Inclusive Leadership & Team DevelopmentSPECIALTIES: Leading Change, Business Transformation, Strategy & Operations, Customer Experience, Product Ownership, Org Design, Virtual & Hybrid Team Leadership, Employee Affairs, Future of Work, OKR & KPI Management, and Diversity, Equity & Inclusion.INDUSTRIES: Financial Services, Banking, Technology, Hospitality, Real Estate, Shared Services, Human Resources.
Suretify
View- Website:
- suretify.io
- Employees:
- 3
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SuretifyLos Angeles, California, United States
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Investor & Advisor2024 - PresentInvestor 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
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Managing Director And Head Of Employee EngagementWells Fargo 2022 - Jul 2024San Francisco, California, UsRecruited 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 -
Global Head Of Workplace Services & ExperienceWells Fargo 2020 - 2021San Francisco, California, UsOversaw 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.
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Senior Vice President And Coo Of Corporate Real EstateWells Fargo 2018 - 2020San Francisco, California, UsHead 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.
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Real Estate Services & Innovation Leader (Customer Engagement | Digital Channels | Contact Center)Wells Fargo 2016 - 2018San Francisco, California, UsResponsible 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%).
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Vice President, Corporate Properties (Connections - Flex Work | Meeting & Event Space)Wells Fargo 2014 - 2016San Francisco, California, UsLaunched 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.
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Strategic Planning Manager & Initiatives Implementation, Corporate PropertiesWells Fargo 2012 - 2014San Francisco, California, UsCreated 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.
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Principal & FounderElevate Consulting 2009 - 2012UsProvided 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. -
Vice President - Finance OperationsJpmorgan Chase & Co. 2008 - 2009New York, Ny, UsSenior manager responsible for post-merger change management, stakeholder alignment, operational shutdown, and staffing roll off of heritage WaMu Accounts Payable and Travel & Entertainment functions. -
Vice President - Enterprise OperationsWashington Mutual Bank 2007 - 2008Las Vegas, Nevada, UsLed 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. -
Senior Consultant - Human Capital & Strategic ChangeBearingpoint 2005 - 2007Amsterdam, NlLed 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. -
Implementation ConsultantReynolds & Reynolds 2003 - 2005Dayton, Oh, UsLed software implementation teams in auto industry; heavy focus on change management and rapid user adoption. -
Assistant To Chief Legislative Analyst Of Intergovernmental AffairsCity Of Los Angeles 2002 - 2002LA Mayor’s office overseeing public policy issues at national level.
Kimberly Bertz Skills
Kimberly Bertz Education Details
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Cornell Johnson Graduate School Of ManagementBusiness Administration -
UclaPublic Policy
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Ucla Anderson School Of ManagementBoard Of Directors
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University Of Washington, Foster School Of BusinessExecutive Development Program: Business Certificate
Frequently Asked Questions about Kimberly Bertz
What company does Kimberly Bertz work for?
Kimberly Bertz works for Suretify
What is Kimberly Bertz's role at the current company?
Kimberly Bertz's current role is Strategy & Ops Executive | Investor & Growth Advisor | Board Member.
What is Kimberly Bertz's email address?
Kimberly Bertz's email address is ki****@****ail.com
What is Kimberly Bertz's direct phone number?
Kimberly Bertz's direct phone number is +131043*****
What schools did Kimberly Bertz attend?
Kimberly Bertz attended Cornell Johnson Graduate School Of Management, Ucla, Ucla Anderson School Of Management, University Of Washington, Foster School Of Business.
What skills is Kimberly Bertz known for?
Kimberly Bertz has skills like Change Management, Strategy, Leadership, Program Management, Cross Functional Team Leadership, Management, Strategic Planning, Business Development, Process Improvement, Business Process Improvement, Training, Enterprise Software.
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