Lucy P. Email & Phone Number

Los Angeles Metropolitan Area

Select Experiences:• Own credit card web products from ideation to launch, including delivering new features and leading the credit cards experience redesign • Utilized design thinking to develop a new money management mobile feature for clients to visualize income/spending• Organized and led CNB’s new mobile app pilot for over 250+ colleagues to identify areas of focus prior to general launch- including recruitment, marketing/communications, onboarding, feedback sessions, and ongoing support • Conducted competitive benchmarking to develop the product roadmap for mobile and web• Evaluated fintech solutions to support wealth, commercial banking, and specialty banking growth objectives

Greater Los Angeles Area

Select experiences:- Designed workshops to help power and utility executives determine optimal resource allocation to execute upon their digital strategy - Developed corporate governance recommendations and provided Board oversight leading practices for a $668B international government organization - Led the assessment to identify a $1B technology company’s top enterprise risks - Analyzed portfolios of top competitors to identify gaps in a $19B life science client’s R&D pipeline and assessed the compatibility of a potential acquisition - Developed an enterprise risk program for a Fortune 100 retailer to embed risk thinking within the strategy function and identify, manage, and escalate the firm’s top strategic risks - Interviewed and surveyed over 20 Fortune 100 companies to create an interactive map of Los Angeles corporate education donations to identify geographic areas of need for a nonprofit - Core contributor to training, eminence, methodology, and client pursuit material for Strategic Risk, a new $40M market offering focused on identifying risks to firm strategy through assumptions testing and scenario planning - Organized and hosted over 20 In-Briefs, a biweekly webcast for over 200 Strategic Risk practitioners to understand the different tools and services within the market offering

San Francisco Bay Area

Center for the Edge is an innovation think tank housed within Deloitte Consulting's Strategy and Operations practice. Led by thought leaders John Hagel III and John Seely Brown (JSB), the Center develops original research on new corporate growth and helps senior executives make sense of and profit from emerging opportunities on the edge of business and technology.Management Development Program (MDP): Selected for the MDP role after completing the Center for the Edge Fellowship to support John Hagel (co-chair of the Center) in market development efforts - Served as the key point of contact between Strategic Risk and Center for the Edge leaders- Led efforts to create a new service from the “Patterns of Disruption” publications to help leaders anticipate disruptive strategies that could play out within their markets - Evaluated various go-to-market strategies, identified key clients to target, developed marketing material, and created the engagement model for Patterns of Disruption Fellowship: Conducted extensive research and was a lead contributor to whitepapers that informed CEOs on emerging business opportunities- “Approaching Disruption”: Analyzed how leading incumbents can navigate short term challenges, identify long term opportunities, and transform their company to succeed despite the disruptive forces within their market - "Connect Peers": Interviewed executives to understand how peer to peer interactions enabled by blockchain can potentially disrupt various industries and assessed the innovation impact of open data- "Unlocking Human Potential": Led the development of the Future of Work workshop to help leaders understand practices they can incorporate to help their teams succeed - Created a workshop for a financial services company to help executives explore how they could pursue a platform strategy - Analyzed disruptive strategies technology companies could be susceptible to for the Global License and Channel Summit

Greater Los Angeles Area

Select experiences: Multinational Bank-Customer Data Warehouse - Owned a module focused on designing 4 data technology solutions to hold customer records - Analyzed current state of existing technology infrastructure to identify key gaps - Conducted over 30 interviews with key stakeholders to create new business and technology data requirements to be utilized across the organization - Performed cost benefit analysis on designed options to recommend an Enterprise Party Management solution to hold over 70 million party records Multinational Bank-Operational Risk Assessment - Conducted 20 interviews to walkthrough the Wholesale business to assess key risks within the financial reporting processes- Provided recommendations for process efficiency and developed controls to align processes with best practiceAsset Management- IPO - Led a team of 3 in reviewing client financial statements to align with SEC standards in preparation for a 60B IPO