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 analytics capability to drive revenue, improve operational efficiency, and reduce organizational risks and providing executive leadership and strategic direction to a 100+ person data and analytics global organization.Supporting eighteen countries within North America and Europe, developed a globally sharable cloud-native enterprise data warehouse platform further enabling advanced analytics that is positively impacting greater than $1B in of debt purchasing and operations analytics.• 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.• Implemented a process automation platform creating operational efficiencies in excess of $2M in first year.SOME ADDITIONAL AREAS OF EXPERTISE AND TECHNOLOGY PROFILE Financial services | Data Policy | Data Literacy | Business value | Data monetization | Team building | Coaching | Development | Mentoring | Collaboration | Talent management | Strategic planning | Tactical planning | Risk management | Compliance | Third-party risk management | Data integration | ETL Data architecture | Cloud data architecture | Azure ModelOps | MSFabric | Informatica | erwin | data warehousing solutions | advanced analytics | regulated environments | GDPR | GLBA | data products | roadmaps | process automation | oracle | AzureSQL

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 as direct reports. • 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 allocation process.- Implemented organization's first data catalog, increasing accessibility and discovery of data assets.- Scaled the enterprise usage of Amazon Web Services, Azure, and Databricks.- Developed internal data monetization framework focused on demonstrating value to drive adoption.- Redesigned executive project intake process, instituting new data-driven metrics for decision making.- Delivered new enterprise data products, including customer 360 and foundational data domains.• 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 Governance team.• 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 investment that addressed a range of regulatory requirements required by the Fed and OCC as the organization scaled.- Created the Enterprise Data Hub as the "Data Highway," unifying access to siloed data.- Drove the enterprise digital transformation roadmap, including an FP&A analytics platform.- Introduced commercial relationship profitability reporting and pricing tools, increasing visibility into lifetime customer value and enabling robust analytics for the decision sciences, marketing, and advertising teams.- Consolidated 12 separate entities into one unified structure, driving over $10M in annual savings

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 Resources and Payroll systems, and customer data management platforms in preparation for Legal Day 1. • 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 Literacy |leadership experience| Information management | Technology platforms | Business value | Data monetization | Team building | Coaching | Development | Mentoring | Collaboration | Talent management | Attract talent | Develop talent | Retain talent | Strategic planning | Tactical planning | Risk management | Compliance | Third-party risk management | Data integration | ETL | Data streaming | Data architecture | Cloud data architecture | Big data platforms | Regulatory compliance | Budget management | Project management | Technical standards management | Cross-department collaboration | Data Strategy | Initiative | Innovative thinking | Problem-solving | Budget creation | Budget management | Team management | Data analytics | Business intelligence | Machine learning | Artificial intelligence | Data vision development | Data Story Telling | Data strategy development business initiatives | data marts| Industry practices | Industry trends| data stewardship | Daily operations | Prioritization | Meeting deadlines | Multiple initiatives | Python | Java | R | PowerBI | Tableau | Alteryx | Kafka | Spark | SQL | NoSQL | Databricks | Informatica | Profisee | Oracle | AWS | Mulesoft | FIS | Fiserv | Hogan | Filenet | DataRobot |IBM DataStage |Axiom | Salesforce | SQLServer | SSIS |SSRS | MSProject | Visio | erwin | DB2

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 methodology focused on supporting the Credit Card, Consumer Financial Services, Digital Marketing, and Consumer Risk teams.• 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 $15m investment achieved 1m new credit card accounts annually, generating $1b in annual revenue.- Wells Fargo grew from #8 in credit card issuance to #2 within 18 months of the launch.

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 of 40-50 spanning data integration, analytics, and client insights generation.• 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 improvement | Business process optimization | Knowledge management | AI programs | Enterprise data management | Data services | Team building | Team management | Data analytics | Business intelligence | Machine learning | Artificial intelligence | Data vision development | Data Story Telling | Data strategy development | Data strategy implementation | Data transformation | Data product development | data flow diagrams | Data privacy | Data security | Relationship building | Data quality | Data protection | Data privacy | Data life cycle | Record retention | Master data management | Continuous learning | Data engineering | Data warehousing | business initiatives | data marts| Industry practices | Industry trends| data stewardship | Daily operations | Prioritization | Meeting deadlines | Multiple initiatives | Python | Java | R | PowerBI | Tableau | Alteryx | Kafka | Spark | SQL | NoSQL | Databricks | Informatica | Profisee | Oracle | AWS | Mulesoft | FIS | Fiserv | Hogan | Filenet | DataRobot |IBM DataStage |Axiom | Salesforce | SQLServer | SSIS |SSRS | MSProject | Visio | erwin | DB2

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 | Information management | Technology platforms | Business value | Data monetization | Team building | Coaching | Development | Mentoring | Collaboration | Talent management | Attract talent | Develop talent | Retain talent | Strategic planning | Tactical planning | Risk management | Compliance | Third-party risk management | Unstructured data | Vendor partnership | Vendor management | Process improvement | Business process optimization | Data analytics | Business intelligence | Machine learning | Artificial intelligence | Data vision development | Data Story Telling | Data strategy development | Data strategy implementation | Data transformation | Data product development | data flow diagrams | Data privacy | Data security | Relationship building | Data quality | Data protection | Data privacy | Data life cycle | Record retention | Master data management | Continuous learning | Data engineering | Data warehousing | business initiatives | data marts| Industry practices | Industry trends| data stewardship | Daily operations | Prioritization | Meeting deadlines | Multiple initiatives | Python | Java | R | PowerBI | Tableau | Alteryx | Kafka | Spark | SQL | NoSQL | Databricks | Informatica | Profisee | Oracle | AWS | Mulesoft | FIS | Fiserv | Hogan | Filenet | DataRobot |IBM DataStage |Axiom | Salesforce | SQLServer | SSIS |SSRS | MSProject | Visio | erwin | DB2

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 EXPERTISE AND TECHNOLOGY PROFILEFinancial services | Data Governance | Data Policy | Data Literacy |leadership experience| Information management | Technology platforms | Business value | Data monetization | Team building | Coaching | Development | Mentoring | Collaboration | Talent management | Attract talent | Develop talent | Retain talent | Strategic planning | Tactical planning | Risk management | Compliance | Third-party risk management | Data integration | ETL | Data streaming | Data architecture | Cloud data architecture | Big data platforms | Regulatory compliance | Budget management | Project management | Technical standards management | Cross-department collaboration | Data Strategy | Initiative | Innovative thinking | Problem-solving | Budget creation | Budget management | Structured data | Unstructured data | Vendor partnership | Vendor management | Process improvement | Business process optimization | Knowledge management | AI programs | Enterprise data management | Data services | Team building | Team management | Data analytics | Business intelligence | Machine learning | Artificial intelligence | Data vision development | Data Story Telling | Data strategy development | Data strategy implementation | Data transformation | Data product development | data flow diagrams | Data privacy | Data security | Relationship building | Data quality | Data protection | Data privacy | Data life cycle | Record retention | Master data management | Continuous learning | Data engineering | Data warehousing | business initiatives | data marts | Industry practices | Industry trends | data stewardshi

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 planning | Tactical planning | Risk management | Compliance | Third-party risk management | Data integration | ETL | Data streaming | Data architecture | Cloud data architecture | Big data platforms | Regulatory compliance | Budget management | Project management | Technical standards management | Cross-department collaboration | Data Strategy | Initiative | Innovative thinking | Problem-solving | Budget creation | Budget management | Structured data | Unstructured data | Vendor partnership | Vendor management | Process improvement | Business process optimization | Knowledge management | AI programs | Enterprise data management | Data services | Team building | Team management | Data analytics | Business intelligence | Machine learning | Artificial intelligence | Data vision development | Data Story Telling | Data strategy development | Data strategy implementation | Data transformation | Data product development | data flow diagrams | Data privacy | Data security | Relationship building | Data quality | Data protection | Data privacy | Data life cycle | Record retention | Master data management | Continuous learning | Data engineering | Data warehousing | business initiatives | data marts| Industry practices | Industry trends| data stewardship | Daily operations | Prioritization | Meeting deadlines | Multiple initiatives | Python | Java | R | PowerBI | Tableau | Alteryx | Kafka | Spark | SQL | NoSQL | Databricks | Informatica | Profisee | Oracle | AWS | Mulesoft | FIS | Fiserv | Hogan | Filenet | DataRobot |IBM DataStage |Axiom | Salesforce | SQLServer | SSIS |SSRS | MSProject | Visio | erwin | DB2

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

Master Of Business Administration (Mba), Management & Finance

Bachelor Of Business Administration (Bba), Management Information Systems