Work closely with Wells Fargo’s leadership teams and provide strategic advice, subject matter expertise, and innovative solutions to the Wells Fargo businesses. Help drive the day-to-day execution of strategy projects while leading and coaching a team of consultants. These projects will contribute towards defining the overall strategy of the Firm and lines of business, and develop execution roadmaps and governance to help businesses execute on Wells Fargo’s top strategic priorities.

• Drive advanced analytic initiatives focusing on strategic thinking, continuous innovation, product advisory, process improvement, and forecasting to enable the firm to grow responsibly. • Design, develop, build, and refresh Tableau dashboards and reporting tools, providing easy to digest visualizations and insights to sales teams up to executive management.• Manage a team of data analysts, evaluating their work, being a point of escalation, and providing product background to help them better understand what the calculated values mean.

Financial Institutions GroupInsurance and Specialty FinanceCorrespondent BankingGlobal Government DivisionEmbassies, Consulates and Missions (ECMs)Commercial Banking - Middle MarketGlobal Transaction Services• Cover a portfolio of upper Middle Market companies in the NYC Metro market. Formerly tier one Banks, Insurance and Specialty Finance Companies. Responsibilities include global transaction banking, consultation regarding regulatory, industry mandates, working capital and risk management solutions in support of their operations• Coordinate sales process with coverage teams and product partners in all global regions to grow cross-regional sales of treasury solutions such as liquidity, card, foreign exchange, credit, custody, plus core payment and transaction services like check clearing, wire, ACH, balance reporting, funds transfer, and cash vault• Create sales presentations, best and finals, pricing and profitability analysis and other marketing materials to be included in requests for proposals, product pitches, industry updates and relationship/service reviews

• Lead Project for semiannual Risk and Control Self Assessments (RCSA) to comply with regulatory requirements. Coordinated a Front and Back Office review of risks and controls for the Front Office and 19 support partners across 13 lines of business and 4 global regions• Incorporated internal/external operational losses, Auditor/Regulator findings, scenario analysis and metrics along with risk and control ratings to give a full view of our risk environment to be used when calculating risk weighted assets• Coordinated with our technology group to build a robust operational risk tool, complete with an comprehensive workflow between Control Owners, Operational Risk and Senior Management, allowing for real time updates and a streamlined RCSA process• Implemented a QA-QC (Quality Assurance – Quality Control) Program to monitor and test key controls of the 57 High Risk Processes across Global Banking and Markets• Generated business intelligence around metrics results for senior management, analyzed root causes of breaches and provided remediation and escalation details

• Supported a team of client facing Portfolio Managers $6.8bn AUM across 1,600 accounts, managed relationships involving complex trust structures, significant tax or concentration issues, or single stock dialogue• Operated as a full time analyst by preparing client reviews; processing trades; preparing custom mandates and trade proposals; and conducting market research on single stocks and mutual funds• Designed and built custom MS Excel models, incorporating data from Bloomberg and proprietary systems; used macros to compare target portfolios, benchmarks, and individual client portfolios

• Completed a comprehensive training program that focused on equities, fixed income, commodities, futures, options, swaps, foreign exchange, mortgage backed securities, technical and fundamental analysis• Designed and built custom API models in Excel and Launch Pad views for multiple market players• Found new prospects and expanded the core terminal base by promoting and upselling ancillary products to increase usage and displace competitors

• Instituted and maintained a Constant Contact account with over 4000 contacts• Liaised with local business owners to increase revenue streams and membership

Training Non Commissioned Officer (Manager) • Honor Graduate at multiple leadership and formal schools• Developed training program for 327 Marines and Sailors, consisting of 53 annual training requirements, exceeding operational effectiveness goals each year, served as Chief Navigator for the Battalion• Created trend reports to analyze and identify running delinquencies, attendance and scores using Excel• Provided daily accountability of over 300 Marines and Sailors• Coordinated with Marine Corps Institute and Department of Defense to implement Distance Learning Programs for Second Battalion, Fourth Marines• Awarded Certificate of Accommodation from Secretary of the Navy, Good Conduct Medal, Humanitarian Service Medal and Letter of Appreciation• Selected by Commandant of the Marine Corp to participate in Marine Corps’ enlisted to officer program• Completed Sergeant and Corporal leadership courses above 90th percentile • Completed 26 distance learning courses, including earning 16 credit hours while deployed overseasPersonal Assistant to Company Executive Officer (Vice President) • Executed strategic plans based on standard operating procedures and discretionary judgment• Analyzed information from multiple sources and compiled executive briefings on a weekly basis• Completed ad-hoc projects• Awarded Certificate of Appreciation