Patrick Terry, Dsl Email & Phone Number

Tulsa, OK, US

Norfolk, VA, US

• Reporting to the newly appointed Global Chief Data & Analytics Officer, responsible for creating the first formal global enterprise data and analytics organization maturing all aspects of enterprise data management and.
• Launched the first formal global Enterprise Data Management practice for the organization.
• Rapidly assessed organizational need and introduced a scalable data strategy and maturity assessment.
• Consolidated all data analytics assets including platforms and teams creating new needed teams and structures.
• Generated a $10M+ lift mobilizing an on-cloud global enterprise data warehouse platform with MS Fabric.
• Delivered an integrated 3-yr strategic plan for data aligning global business partners aligning key roadmaps.

Tulsa, OK, US

• Reporting to the Chief Risk Officer, responsible for optimizing the enterprise data platform while providing executive leadership and strategic direction to a 63-person data and analytics organization with 5 Directors.
• Established the enterprise data strategy and multi-year roadmap, delivered $8M in revenue from data monetization efforts, and led adoption of new capabilities like data catalog, KPIs/OKRs, and revised funding.
• Established initial data governance practices and scaled program to meet updated regulatory requirements.- Created a new Enterprise Information Architecture team, unifying disparate data integration efforts.

Denver, Colorado, US

• Reporting to the Chief Operations Officer, responsible for providing executive leadership and strategic direction to a 33-person data organization with a $10m OpEx and CapEx budget.
• Established the firm’s first enterprise data governance strategy and built the 12 person Data Management team, the 10 person Business Intelligence team, an 8 person Enterprise Data Hub team and a 3 person Data.
• Delivered a Customer Master Data Solution (MDM) establishing an enterprise customer service portal along with a suite of customer initiative focused behavioral analytics and insights capabilities, a $2m per year.

Memphis, TN, US

• Reporting to the Deputy CIO, responsible for First Horizon’s enterprise data governance, customer data management, data delivery, and analytics platforms with a 56 person team and a $25m annual budget.
• Served as the Enterprise Data Leader on a $70B merger of equals with Iberiabank and the $15B acquisition and integration of Capital Bank, with accountability for the smooth integration of the General Ledger, Human.
• Led an enterprise wide Master Data Management platform and Data Warehouse transformation, implementing a new Data Quality Framework and with segmentation of Rapid, Operational, and Analytical data storage and delivery.
• Implemented an Azure based on-cloud Hadoop Cloudera analytics platform achieving $31m in net new revenue and recovered revenue through improved analytics, targeting, and segmentation capabilities.
• Oversaw the delivery of the enterprise probability metrics solutions, enabling precise visualization of our Risk Adjusted Margins, Efficiency Ratios, and our ongoing ROE/ROA position.
• Led a $16m CX focused customer master data management transformation.

Memphis, TN, US

• Reporting to the Deputy CIO, responsible for scaling up the data management practice with a $10m annual budget and a 25 person team focused on scaling enterprise data delivery, data management, and DevOps capabilities.
• Restructured the DevOps team pairing each of the domestic development leads with a 5 person offshore team, enabling greater productivity and DevOps throughput, while also giving each engineer an opportunity to lead.
• Achieved a 10x increase in capacity, throughput, and delivery, setting the stage for 3 upcoming M&A initiatives.AREAS OF EXPERTISE AND TECHNOLOGY PROFILEFinancial services | Data Governance | Data Policy | Data.

San Francisco, California, US

• Reporting to the Senior Vice President of Technology Relationship Management within Retail Lending Technologies division, responsible for providing leadership to a 30-person matrixed team operating in the Agile.
• Contributed to a broad Digital Card Acquisition Initiative designed to offer new Wells Fargo customers Credit Cards.
• Served as primary technical point of contact for Visa and Mastercard through the process of establishing the system capabilities and infrastructure required to issue credit cards to new clients, a first for Wells Fargo.
• Designed and implemented the lead qualification, segmentation, and digital advertising capabilities to enable the credit card teams to know their customers, qualify leads, and efficiently place advertisements.- This.

San Francisco, California, US

• Reporting to the Head of Program Management within Enterprise Data & Analytics, provided leadership through Wells Fargo’s $812b acquisition of Wachovia Bank. Directed a $50m budget and cross-functional matrixed teams.
• Led the design and implementation of a unified data architecture enabling customer insights that informed client management and customer care decision making through the Wells Fargo and Wachovia merger.
• Modernized the Customer Account Relationship Environment (CARE) customer insights tool hosting 60m customer profile records with near real-time data connectivity.
• Established holistic views of full customer relationships across all marketing channels using SAS and Cognos.AREAS OF EXPERTISE AND TECHNOLOGY PROFILEUnstructured data | Vendor partnership | Vendor management | Process.

San Francisco, California, US

• Reporting to the VP of Program Management in Enterprise Data & Analytics, responsible for modernizing Wells Fargo’s customer data infrastructure with a 25-person matrixed team operating in the Agile methodology.
• Directed a multi-phase Customer Insights Program consolidating customer referral and privacy policy compliance capabilities on an upgraded master data platform.
• Established Wells Fargo’s inaugural Agile delivery approach in partnership with Boston Consulting Group (BCG).AREAS OF EXPERTISE AND TECHNOLOGY PROFILEFinancial services | Data Governance | Data Policy | Data Literacy.

San Francisco, California, US

Reporting to the Head of Program Management in the Enterprise Data and Analytics division, responsible for leading a $12m Network Operations Center relocation with a 100-person matrixed team while concurrently managing the implementation of high speed network infrastructure connecting teams in the US, India, Hong Kong, and the Philippines.AREAS OF.

San Francisco, California, US

Data ArchitectAREAS OF EXPERTISE AND TECHNOLOGY PROFILEFinancial services | Data Governance | Data Policy | Data Literacy | Information management | Technology platforms | Business value | Data monetization | Team building | Coaching | Development | Mentoring | Collaboration | Talent management | Attract talent | Develop talent | Retain talent | Strategic.

Doctor Of Strategic Leadership (Dsl), Strategic Leadership, Data & Analytics

Master Of Business Administration (Mba), Management & Finance

Bachelor Of Business Administration (Bba), Management Information Systems