Mary Harris Email and Phone Number
My passion lies in harnessing data, analytics, and reporting to inform the future of a business. As the Director of Advice Insights with Wells Fargo Advisors’ Investment Solutions Center of Excellence, I worked to do just that. By leading the adoption of best practices and metrics among our financial advisors, we improved advisor and client experiences with elevated analytics capabilities that helped to steer business decisions. I’m most effective in roles that require broad thinking about strategy and the direction of the organization. My finance background enables me to view leadership decisions through a unique lens as I understand how to analyze business activities for their impact on financial results. To power that analysis, I build high-performing teams and put the right people in the right positions to drive positive outcomes. Core Competencies: Strategic Planning, Business Insights, Brokerage Field Support, Staff Leadership & Development, Data & Metrics Analysis, Executive & Field Presentations, Pricing & Profitability, Budgeting & Reporting, Business Development Support, Strategic Partnerships, Internal Consulting & Coaching, Communications, Problem Solving, Risk Review & Management
Wells Fargo
View- Website:
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- 205138
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Head Of Investment Tools And Implementation, Investment Solutions Coe ➜ Fa Growth And Field SupportWells FargoSt. Louis, Mo, Us
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Head Of Investment Tools & Implementation, Investment Solutions Coe ➜ Fa Growth & Field SupportWells Fargo Jul 2021 - PresentGreater St. Louis AreaSupport investment professional growth and deliver service excellence through investment & product consulting desk, portfolio consulting services and strategic alignment of investment tools and solutions.
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Director Of Advice Insights, Investment Solutions Coe ➜ Fa Best Practices | Data AnalyticsWells Fargo Advisors Jun 2018 - Jul 2021Greater St. Louis AreaManage strategy for advice best practices and key metrics, focusing on ideating actionable activities and messaging to improve advice delivery. Supervise team of senior analytic consultants in delivering impactful insights to advisors, field leaders, and executive leaders to support business strategy and decision-making.• Drove adoption of portfolio alignment as a best practice among financial advisors to improve client experience. Piloted strategy in Gateway Region, resulting in positive results in alignment and client annual reviews.• Promoted service excellence and efficiency of financial advisors by identifying and implementing strategies for utilizing data and visualizations to improve the success of advice tools.• Presented key business metrics and trends, connecting activities to client outcomes and firm revenue. -
Regional Finance Manager, Private Client Group ➜ Data Analysis & Reporting | Strategic PlanningWells Fargo Advisors Oct 2015 - May 2018Greater St. Louis AreaLed team of financial analysts providing reporting and analysis for 13 regions with 600 branches. Presented financials to leadership teams and facilitated discussions during monthly business unit reviews. • Served as trusted advisor and subject matter expert for Regional Presidents and Business Managers, leveraging knowledge of regional trends and business mix to provide insight and value.• Partnered with regional leaders to uncover and pursue significant cost-cutting opportunities.• Heightened field leaders’ and business partners’ understanding of how field activities impact P&L results. Delivered on-site presentations on financial results, metric trends, revenue generation, and expense management topics.
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Finance Manager, First Clearing Finance ➜ Data Insights | Business Intelligence | Team LeadershipWells Fargo Advisors Aug 2012 - Oct 2015Greater St. Louis AreaLed team of senior financial analysts in providing business intelligence to both the sales channel and finance leadership teams. • Delivered on mandate to give clients unprecedented insights into KPIs by leading cross-functional team in build out of dashboard on MicroStrategy business analytics platform.• Educated team members on how business activities influence P&L through regular department presentations.
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Financial Consultant, First Clearing Finance ➜ Data Insights & Visualization | Management ReportingWells Fargo Advisors Dec 2010 - Aug 2012Delivered actionable and meaningful insights to both First Clearing and Finance business leaders by preparing comprehensive variance analysis, monthly outlook, management reporting, and expense reporting.• Developed metric-based annual budget for First Clearing, built out reporting, and presented budget to senior leaders.
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Billing And Reporting Manager ➜ Team Leadership | Reporting | Process ImprovementsRbc Wealth Management May 2008 - Nov 2010Led team of analysts through challenging back-office system conversion. Produced timely and accurate month-end billing and reporting by maintaining internal controls and implementing process improvements.• Streamlined month-end billing close process by overcoming significant system issues and installing standard processes and procedures.• Led reconciliation of inventory and payable accounts for 100+ correspondent firms. -
Financial Analyst ➜ Management Reporting | Strategic Planning | Data AnalysisRbc Wealth Management Feb 2003 - Apr 2008Tracked and reported key business drivers through preparation of monthly management reporting and correspondent annual reviews. Participated in corporate strategic planning process by researching industry trends, identifying business line competitors, and analyzing client revenue. • Served as primary point of contact following difficult billing system migration. Trained financial advisors, as well as accounting and operating personnel, on new application and handled all escalations.
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Collections Analyst ➜ Research & Analysis | Data Reporting | Ad Hoc AnalysisMci / Gc Services Jun 2001 - Jan 2003Provided collections research, analysis, and reporting in the form of weekly status reports, collection strategy trending, and ad hoc analysis. Proposed procedural updates to increase accuracy and efficiency.
Mary Harris Education Details
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Finance Concentration -
Finance
Frequently Asked Questions about Mary Harris
What company does Mary Harris work for?
Mary Harris works for Wells Fargo
What is Mary Harris's role at the current company?
Mary Harris's current role is Head of Investment Tools and Implementation, Investment Solutions CoE ➜ FA Growth and Field Support.
What schools did Mary Harris attend?
Mary Harris attended Southern Illinois University, Edwardsville, Illinois College.
Who are Mary Harris's colleagues?
Mary Harris's colleagues are Will Chidester, Nancy Naddy, Charlone Palanca, Michael R., Christine Raiter, Allen Sampson, Joni Shaw.
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Mary Harris
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Mary Harris
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Mary Harris
Navarre, Fl -
Mary Harris
Strategic Derivatives Leader | Driving Growth & Delivering Excellence In Financial Markets | Visionary Business Strategist | Expert In Derivative Markets & Client SuccessNew York, Ny
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