- Coordinate the Wells Fargo enterprise-wide New Business Initiative Risk Management program for Wells Fargo Advisors, including product due diligence, covering over 50 risk areas- Manage risks inherent in the product lifecycle review process for over 80 products on the Wells Fargo Advisors product inventory, plus products supported or distributed by Wells Fargo Advisors- Partner with product sponsors to support business objectives by forging and leveraging existing relationships with key stakeholders and partners throughout all levels of the Wells Fargo organization to ensure implementation deadlines are met for over 75 initiatives- Secretary of the WFA Product and Business Review Committee responsible for organizing meeting documentation and managing the meeting agenda

- Partnered with business groups within Wells Fargo Advisors to create training documents and facilitate training program for various projects, such as the IRA Platform Consolidation and new associate on-boarding- Amassed information for activity-based costing and analyzed data to determine department efficiency- Aided in the development of request enhancement tool in order to improve process efficiency and reduce risk- Collaborated with process managers to review existing and creating new policies and procedures

- Processed requests for IRA transactions such as consolidations, distributions, and contributions by daily deadline- Trained new and existing associates on IRA policies and procedures, including training international associates for Workforce Location Optimization Initiative- Researched escalated cases and executed necessary processing in accurate and efficient manner

- Executed client requests for items such as IRA distributions, refunds of excess, and recharacterizations- Processed IRA requests in accordance with company and government regulations and requirements- Partnered with training department and independently to create training manuals for new associates and aid in their training process