Richard Brewer Email & Phone Number

Portland, Oregon, United States

At present, I provide comprehensive support for all projects and services related to the digital experience used for account aggregation. Within my current team, from March 2020 to February 2021, I proudly oversaw several digital products and services such as digital enrollment, Strong CAPTCHA authentication, Authentify third-party ID verification, and authorized third-party enrollment.Accomplishments:- Successfully launched a new Digital Identification service (Authentify) for both Online and Mobile users, by harnessing the bank's authentication capabilities or the purpose of allowing secure ID verification when enrolling in third party apps and services such as applying for insurance.- In my role as the digital enrollment partner, I was part of a team that successfully introduced an authorized third party enrollment service (ATP). This feature was specifically designed to empower customer representatives like attorney's and real-estate agents, by allowing them the ability to create an online profile with limited functionality that allows the ability to submit paper work on behalf of our mutual clients.- Implemented an updated enrollment feature to add additional protections to small business card holders.- Digital partner on an updated Captcha solution aligned to customer authentication for account access.

Portland, Oregon Area

Digital Product Manager responsible for implementing and actively supporting Personal Financial Management tools within both Online and Mobile Banking.Accomplishments:- Piloting internal test & learn programs to better understand user behavior regarding personal financial tools in order to improve customer experience.- Launched a goal setting tool for all consumer banking customers in both the online and mobile banking platforms, with over 1.8 million goals created since launch.- As part of a joint project initiative with technology, responsible for delivering an updated customer experience within Online Banking, intended to assist 150,000 customers with a change in their log-in experience in order to add an additional layer of security. - As a member of the Digital Product team, successfully launched a brand-new spending and budgeting tool. Customers can view expenses and set a budget. Tool is currently used by over 4 million customers.Responsibilities:- Responsible for actively managing and maintaining three digital products within both the Online and Mobile banking platforms. These products are used by over 1.5 million customers daily.- Create ad-hoc and yearly business cases; tactical road-maps and / or requirements and stories affecting financial wellness tools.- Present business cases to internal business partners for future state funding and prioritization.- Maintain daily, monthly and quarterly compliance reporting.- Manage daily operational needs surrounding products and processes affecting Personal Financial Management.- Review test scripts, perform user acceptance testing and represent line-of-business in any product updates or launches.- Manage client and associate communications.- Primary line of business representative for three vendor partnerships - contracting, compliance, and partnership.

Charlotte, North Carolina Area

Product Management role accountable for the successful launch of a vendor hosted bill payment and invoice management product for Commercial Bank clients. Responsibilities included overall product management, product design, vendor relations, customer service, client relations, user experience, product pricing and senior management communications.Accomplishments and Responsibilities:- Responsible for all aspects of the product creation, including business requirements, financial requirements, executive management updates, compliance reviews, governance routines, content creation, key decisions, testing and the implementation of the customer pilot. - Created the pricing structure, revenue strategy and the three-year projected financial forecast for the new product.- Managed the vendor relationship including the request for proposal submissions, engagement of technical assessment teams, the creation of steering committee presentations, assistance in contract amendments and led contract negotiation calls.- Wrote content for messaging and alerts.- Partnered with process designers and marketing to build operations support processes and sales materials for clients and associates.- Provided product demonstrations to banking partners, senior leaders and client pilot participants. - Product was successfully launched on time in order to begin the client pilot.

Charlotte, North Carolina Area

Responsible for a phased implementation of a new process on how associates manage daily activities in order to speed up the time it takes to process mortgage paperwork. Accomplishments:- Completed requirements, risk review, control plans, associate readiness training, deployment plans and senior management reporting. - Responsible for managing a team of four change managers and their workgroups including the project daily updates and ensuring all tasks in the project plan and tracking documents were completed on time. - The new process was successfully implemented and contributed to the resolution of aged refinancing applications.

Charlotte, North Carolina Area

Responsible for any initiatives and projects impacting the public website, including business requirements, project plan development, user acceptance testing, stakeholder communications, general site maintenance and participating in deployment activities.Accomplishments:- Lead product SME on the development of a new online calculator that will directly impact site traffic, revenue and marketing opportunities. - Created a monthly report on public site feedback for key business partners.- Completed the first phase of a year-long project, updating the online experience of a complex loan product on the Wells Fargo public site. - Successfully partnered with the Fraud, Risk and Compliance business to update several portions of the Fraud Prevention and Online Security site.- Led a successful implementation of an updated HTML tour of the Online Bank in both English and Spanish.

Charlotte, North Carolina Area

Accomplishments:- Successfully launched a small project on adding the Platinum Privileges*client indicator into two customer service systems.This would allow Platinum Privileges recognition and enable the opportunity to have a targeted conversation on products and services specific to Platinum client needs. (* Platinum is a special rewards program for select clients)- Led two small projects focusing on the ability to identify and respond to events affecting clients that could trigger an offer to gain additional business. - Worked closely with technical teams on large product conversion project requirements and communications.- Created, updated and circulated the line of business master task list.- Led the Define / Initiating phase risk assessment for the product conversion.- Managed a $20 million technology team budget including forecasting, burn rates, and status reporting.- Presented any key decisions impacting the Platinum Privileges rewards program to senior leadership for approval.

Charlotte, North Carolina Area

Accomplishments:- Worked closely with business partners from U.S. Trust and the Retirement and Philanthropic businesses to write and document requirements for new sites.- Updated detailed weekly reporting and tracking documentation.- Contributed directly to Waterfall tollgate reviews and approvals for each DMAIC phase of the project life-cycle.- Responsible for driving technology design meetings and approvals.- Lead for all legal, risk and compliance reviews. - Member of the project communications team responsible for the brochures and other print materials for up to twenty thousand clients. - Actively participated in all phases of testing efforts.- Accountable for managing the $8 million dollar technology budget including managing burn rates and forecasting. - Advised documentation writers on the transition content for Operations procedures.- Successfully implemented both versions of the new experience to our clients on-time and within budget.

Charlotte, North Carolina Area

Product Manager directly responsible for delivering and managing a trust account reporting site called Wealth Management Online. Accomlishments:- Successfully retired the original legacy client facing website without major impact to approximately fifteen thousand registered clients.- Managed the daily “business as usual” planning, budget and staffing plans for any initiative impacting the site.- Delivered the U.S. Trust required site enhancements in 2008, including expanded reporting capabilities, loan balances and enhanced associate servicing capabilities.- Lead the successful implementation of online paperless statements in support of the banks paperless initiative.- Managed technology release events in partnership with the technology delivery manager.- Received a Spirit Medallion (Associate Award) for assisting in client issue that resulted in $15 million in new business to the bank.

Charlotte, North Carolina Area

Accomplishments:- Partnered with Marketing Strategy team to develop and present online site recommendations to Product business partners in Tuition, IRA and Insurance. The plans were based on the current regulatory environment, competitive research and industry best practices. - Designed and documented a web project execution process and corresponding maps that fit within the overall Marketing Project process for various types of internal web initiatives. - Served as an email platform vendor relationship manager in creating email content for advisors, prospects and tuition account owners.- Continuously ensured compliance with federal and state regulatory agencies including the SEC, NASD/FINRA and certain states requiring pre-filing of all insurance based products on all new content creation.- Wrote various announcement pieces for corporate distribution and executive review pertaining to projects directly impacting the current corporate scorecard

International Business/Trade/Commerce

Education record