Nancy T. Email & Phone Number

Columbus, Ohio, United States

Charlotte, North Carolina, United States

• TIAA CREF Insurance Company:
• Manage UX vendor representing strategy for modernizing TIAA’s B2B institutional reporting portals.
• Product Owner of scrum team for digital front-end and back-end development.

Charlotte, North Carolina Area

Oversight of 4 Digital Status and Fulfillment (DSF) user interface (operational) scrum teams and liaison with 4 tech delivery scrum teams, which services 11 lines of business using scaled agile.

Charlotte, North Carolina Area

Wells Fargo, Charlotte, NC

Charlotte, NC

Design strategy and framework for Bank of America/Merrill Lynch Global Wealth and Investment Management business partners. Scope of work includes models and tools risk management used for investment advice, guidance, products and services.

Charlotte, North Carolina

• Sponsors strategy & delivers product information to >800 associates about the ME Investment Process.
• Risk Management oversight of a $1T asset portfolio to comply with Security Exchange Commission regulations called the Merrill Edge Advisory Investment Process, an investment fund profiling and product solution.
• Supported Merrill Edge Financial Solution Advisor associate education: o Created and managed strategy to bring 3rd party managers to the firm and Merrill Lynch thought leadership to discuss best investment or economic.
• Requirements owner for developing framework of Global Wealth Management Retirement Outcome (market name ClearTM) for high net worth clients into the Mass Affluent segment. The outcome changes asset allocation and.

Charlotte, North Carolina

• Integrates delivery of savings product initiatives within enterprise strategy & performance goals for Mass Affluent customer segment (assets $50-$250K). Contributed to investment portfolio 18% growth.
• Design owner; led activities of understanding complex customer data resulting in asset acquisition via marketing offers program and changes to product designs: multiplex account titling issues, informal/formal trust.
• Member of associate learning team for rollout out of Platinum Privileges, a mass affluent rewards program resulting in asset growth. Trained hundreds of banking center teams in multiple states, which gave Executive.
• Participated in design requirements for improving estate planning practices of online tools and processes, which have been submitted for patents by employer.

Charlotte, NC

• Accountable for small business checking product suite (Business Advantage), an employer segment.
• Product partner to Compliance and Risk Management groups to ensure changes were documented in corporate guidelines and marketing materials. Results mitigated level 1 (severe) risk exposures.
• Prepared monthly portfolio business reviews and presented trends to senior leaders.

Charlotte, NC

• Champions global treasury product related development efforts with end-to-end accountability for delivery of new & enhanced product capabilities to the market.
• Lead product developer of global liquidity tools for large scale projects including the design of a client experience, changes to or propose new internal processes, write technical and functional requirements, and plan.

Charlotte, NC

• Supports the needs of the product organization during the purchase and integration of MBNA.
• Business Card Conversion: Product Manager selected to lead and transcribe 3.8 million MBNA customers to the BAC platform, 220K on-line IDs involving 250 downstream interfaces.
• Consumer Card Conversion: coordinated 13 cobrand programs and processes to migrate onto the MBNA platform. Drafted and owned the mapping of 100 BAC consumer products onto the MBNA system.

Charlotte, NC

Credit Card DivisionJan '04-March '06: reward credit cards Aug '01-Dec '03: HELOC Visa access card product development

Columbus, OH

Various roles including:1. Equity Secured Asset product management for consumer loans & lines of credit (HELOC). 2. Consumer loan (equity, secured, unsecured) product management for corporation (5 states). 3. Managed Central Ohio Region’s consumer loan portfolio for marketing direction, pricing & product construct. 4. General marketing support for various.

Columbus, OH

5 state area responsibility for all marketing components of restaurants; brand manager for kid's meal.

Columbus, OH

Administrator of marketing components for corporate offices (not franchise business).

Greenbelt Certified

Design for Six Sigma Product Management certified

Bachelor Of Arts (Ba), Photography