Lindsey Leaf Email & Phone Number

Santa Clara, Ca, Us

Leading strategic initiatives within SVB's Commercial Bank to enhance both the Bank’s and clients’ liquidity positions, attract high-quality core deposits, and ensure regulatory compliance with a focus on prudent risk management. My work involves building stickier client relationships through transactional banking and treasury management solutions to drive greater operational deposit capture. I also partner closely with Sales teams to effectively position SVB's liquidity product suite, including deposit and investment offerings. Additionally, I contribute to expanding SVB's international capabilities, prioritizing key initiatives to support clients' global growth objectives.

Santa Clara, Ca, Us

Transformed the Commercial Bank’s digital product management enterprise operating model, communications architecture, and talent acquisition and retention strategy to drive greater managerial accountability, speed to decisions, and robust dependency identification and resolution. Navigated digital enterprise through FDIC receivership and subsequent acquisition by First Citizens Bancshares during the 2023 global banking crisis and managed the organization through the initial stages of platform integration planning.

Elected to take a year-long career hiatus to support my children's education through duration of distance learning brought on by COVID-19 pandemic. In addition to the humbling experience of learning to teach 'Common Core' math and proper paragraph construction to an elementary school-aged cohort, used this break to explore new industries beyond and complementary to financial services (like tech and healthcare), and pursue new hobbies (like patisserie and horticulture). Proud to have also used this time to serve as a vocal advocate for the swift and safe return to full-time in-person learning in my community for the 2021-2022 school year.Additionally, I enjoyed using this hiatus to engage in a few long-deferred personal enrichment activities, including taking an alumni course through my MBA alma mater about applying design thinking principles beyond the professional context, and completing the Financial Industry Regulatory Authority's (FINRA) Securities Industry Essentials (SIE) exam.

Westlake, Texas, Us

Selected to lead the growth and planning strategy for Schwab's suite of robo advice products, including Schwab Intelligent Portfolios® and Schwab Intelligent Income®, with over $40B in assets under management enrolled on the platform. Streamlined data analytics and increased reporting transparency to enable greater data-driven decision making and hence speed to outcomes among product management teams. Developed initial strategy to engage and extend best practices for creating new and enhanced digital experiences to Schwab's asset management business, including mutual funds, ETFs, and advice solutions.

Westlake, Texas, Us

Transitioned to drive cross-enterprise digital transformation planning, strategies, and special projects reporting directly to the Chief Digital Officer (CDO) and supporting the Chief Operating Officer (COO). Drove accountability throughout the organization by setting up operational cadences that bridged strategy, execution, and performance management (e.g., OKRs and KPIs). Emphasized collaboration with departments across the enterprise to empower change, identify strategic opportunities, and communicate our impact through effective narratives and storytelling.

Westlake, Texas, Us

Promoted to lead strategic oversight and cultivate a top-performing team of content developers and program managers. Through continued staff development efforts including training, evaluation, and mentorship, focused on creating a team of motivated and invested personnel who are as committed to our clients’ success as they are their own. Led major strategic initiatives in line with organization vision, objectives, and growth goals in addition to identifying new opportunities for best practices, process improvements, and increased productivity.

Westlake, Texas, Us

Spearheaded the development and delivery of consulting and educational programs for independent Registered Investment Advisors (RIAs) with custody assets at Schwab. Generated a multitude of client-facing live presentations, webcasts, and talking points to educate and instruct on topics including leveraging centers of influence, firm technology optimization, and culture cultivation.

Westlake, Texas, Us

Created frameworks and marketing strategies that incorporated cutting-edge financial services technologies. Identified key processes, proper resource allocations, and best practices for partner interactions.

Benton Harbor, Michigan, Us

Secured a highly coveted MBA internship with a leading global manufacturer to gain hands-on experience in brand strategy, positioning, consumer trend research, and distribution planning. Performed consumer trend research and competitive analysis to pinpoint successful new business opportunities. Utilized test market stores, consumer segmentation, and integrated salesforce promotions to drive sales in a highly effective manner.

New York, Ny, Us

Led the development and execution of integrated marketing campaigns consisting of print media, online advertising, email strategies, direct mail campaigns, sales collateral, and web content. Established strong partnerships with local and national print and broadcast media.

Delivered seamless, successful communications strategies by prioritizing messaging for cross-functional sets of legislative, administrative, and public relations staffers. Directed issue management communications on key policy areas with a focus on expanding publicity and increasing public awareness, including composing press releases, op-eds, speeches, scripts, and pamphlets.

Master Of Business Administration - Mba

Bachelor'S Degree, Mass Communications, Minor In Political Science