Sam Berman Email and Phone Number
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𝗩𝗶𝘀𝗶𝗼𝗻𝗮𝗿𝘆, 𝗧𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗟𝗲𝗮𝗱𝗲𝗿: I’m not your typical executive. I thrive on aspirational change, disruption and the excitement of reshaping organizations. I’m known for untangling ambitious, complex challenges and uncovering opportunities that propel organizational performance. With an innovative mindset and experience across five industries, I’ve demonstrated time and again that the 𝗿𝗶𝗴𝗵𝘁 strategy can unlock the future and its possibilities – even in a down economic cycle. With a track record spanning B2B, B2B2C, B2C global enterprises and the Fortune 500, I’ve honed my expertise as a 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝘁𝗵𝗶𝗻𝗸𝗲𝗿 𝗮𝗻𝗱 𝘀𝗸𝗶𝗹𝗹𝗲𝗱 𝗲𝘅𝗲𝗰𝘂𝘁𝗼𝗿. I navigate matrixed environments and align the C-suite, Board and all organizational levels behind attainable strategies that drive lasting results – while building the next generation of leaders. I’ve positioned organizations for scalable growth and the next level of performance by creating and executing future-focused strategies and roadmaps that drive P&L impact. 𝗜 𝗰𝗼-𝗰𝗿𝗲𝗮𝘁𝗲 𝗮𝗻𝗱 𝗱𝗲𝗹𝗶𝘃𝗲𝗿 𝗰𝘂𝘀𝘁𝗼𝗺𝗶𝘇𝗲𝗱 𝘀𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀 𝗶𝗻 𝗽𝗮𝗿𝘁𝗻𝗲𝗿𝘀𝗵𝗶𝗽 𝘄𝗶𝘁𝗵 𝘁𝗵𝗼𝘀𝗲 𝘄𝗵𝗼 𝘄𝗶𝗹𝗹 𝗼𝘄𝗻, 𝗶𝗺𝗽𝗹𝗲𝗺𝗲𝗻𝘁, 𝗮𝗻𝗱 𝗼𝗽𝘁𝗶𝗺𝗶𝘇𝗲 𝗰𝗵𝗮𝗻𝗴𝗲. With a unique blend of experience, finesse and tenacity, I’m a pragmatic strategist who effectively influences and 𝘸𝘪𝘯𝘴 𝘩𝘦𝘢𝘳𝘵𝘴 𝘢𝘯𝘥 𝘮𝘪𝘯𝘥𝘴 to drive results. Ready to elevate your organization? Let’s go.----------Financial Services | Management Consulting | Insurance / Healthcare𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 & 𝗧𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻: Deloitte Consulting ✦ Fidelity Investments ✦ Flagstar Bank ✦ General Electric Capital ✦ Highmark Health ✦ Wells Fargo----------𝗛𝗜𝗚𝗛𝗟𝗜𝗚𝗛𝗧𝗦 ➤ ~$𝟵𝗕 𝗻𝗲𝘁 𝗶𝗺𝗽𝗮𝗰𝘁 𝗮𝗰𝗿𝗼𝘀𝘀 𝟴𝟱+ 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗲𝗳𝗳𝗼𝗿𝘁𝘀 and an additional ~$𝟱𝟰𝗕 𝗶𝗻 𝗠&𝗔 in partnership with executive teams: ➜ Created global offering ➜ $𝟭.𝟮𝗕 𝘁𝗼𝗽-𝗹𝗶𝗻𝗲 𝗶𝗺𝗽𝗮𝗰𝘁 ➜ Drove 5-year strategic plan ➜ 𝟴𝟬% 𝗺𝗮𝗿𝗴𝗶𝗻 𝗶𝗺𝗽𝗿𝗼𝘃𝗲𝗺𝗲𝗻𝘁, 𝟮𝟯% 𝘂𝗻𝗶𝘁 𝗰𝗼𝘀𝘁 𝗿𝗲𝗱𝘂𝗰𝘁𝗶𝗼𝗻 ➜ Reimagined customer engagement ➜ $𝟳𝟬𝗠+ 𝗴𝗿𝗼𝘄𝘁𝗵, $𝟯𝟱𝗠+ 𝘀𝗰𝗮𝗹𝗲, 𝟲𝟯% 𝗜𝗧 𝗰𝗼𝘀𝘁 𝗿𝗲𝗱𝘂𝗰𝘁𝗶𝗼𝗻➤ 𝗜𝗻𝗻𝗼𝘃𝗮𝘁𝗼𝗿 𝗮𝗻𝗱 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗽𝗮𝗿𝘁𝗻𝗲𝗿 who launched early generation digital products that serve as industry standard.➤ 𝗜𝗻𝘀𝗽𝗶𝗿𝗶𝗻𝗴 𝗹𝗲𝗮𝗱𝗲𝗿 𝘄𝗵𝗼 𝗯𝘂𝗶𝗹𝗱𝘀 𝗮𝗻𝗱 𝗹𝗲𝗮𝗱𝘀 𝘁𝗼𝗽-𝘁𝗶𝗲𝗿 𝘁𝗲𝗮𝗺𝘀 as large as ~250 globally matrixed and 30+ direct / indirect ($60M+ budget, 50+ products).
Aptia Group
View- Website:
- aptia-group.com
- Employees:
- 1955
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Head Of Transformation - UsAptia GroupFlorida, United States
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Strategy & Transformation Executive | Senior Strategist & ExpertIndependent 2023 - PresentAdvise / Partner with senior executives, owners, founders, and consultancies on elevating performance and driving scalable growth.
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Vp | Enterprise Effectiveness (Internal Consulting Group)Highmark Health 2021 - 2022Pittsburgh, Pennsylvania, UsHighmark Health includes: Blue Cross Blue Shield of PA, DE, WV, W NY; Allegheny Health (2nd largest provider system in PA); United Concordia Dental; Pharmacy Benefits Management; Stop Loss Insurance; Home Care; Third-Party Administration Services; HealthTech; Et AlSelected as the accountable executive to lead and drive strategic initiatives (incl. innovation) across a $22B blended national healthcare company; astutely identified measures to drive ~$140M+ P&L impact. Guided cross-functional team to build a scalable, multi-state Medicaid Target Operating Model, transforming a single-state business to one projected to drive ~$3.6B in revenue while achieving ~$19M cost avoidance. Led team to modernize patient access (25 locations, 800 staff) to realize ~$25M in benefit and enhance customer experience. Partnered with Executive Team to commercialize existing clinical capability via a joint venture to capture ~$9M in benefit. -
Svp, Director | Head, Strategy / Internal Consulting & Business Services (Consumer Lending)Wells Fargo 2020 - 2021San Francisco, California, UsPromoted / Selected by Executive Leadership to establish a function providing strategic and business services for the newly created Consumer Lending unit (~$350B in B2C, 36M customers); services included value creation, innovation, competitive intelligence, operational excellence / Kaizen, OKRs, Chief of Staff support with a focus on customer experience, efficiency, and risk outcomes. Collaborated with Shared Services Executive Team to create a cohesive strategy, identify OKRs, and design a corresponding Target Operating Model to build new customer-centric capabilities, enhance risk outcomes, and target 21% in efficiencies. Drove team to rapidly assess customer remediations and complaints end-to-end; set customer experience and risk outcome improvement agenda with ~15% in efficiencies. -
Svp, Director | Head, Risk Strategic Planning (Payments, Virtual Solutions & Innovation)Wells Fargo 2019 - 2020San Francisco, California, UsPromoted to establish / lead a strategy and internal consulting function to drive the risk management transformation focused on planning and execution, innovation, target operating model design, research and benchmarking, capability building, insights, business case and metric development, cultural and behavioral changes, and board / regulatory reporting. Steered Executive Team to formulate and execute a multi-year risk transformation strategy to create competitive advantage in a digital era, targeting 28% efficiency gains; improved from least to most effective risk function in eight months. Established customer-centric and scalable Agile model for all three lines of defense, eliminating 30% in waste.
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Svp | Strategic Planning (Wholesale Banking)Wells Fargo 2017 - 2019San Francisco, California, UsRecruited to build / lead the Customer Relationship Management (CRM) Strategy team that re-imagined customer engagement across disparate businesses (~50) and ecosystems (26) to drive scalable growth ($60M+ annual budget); served as the CRM governance leader. Established business architecture and matured Product Management to digitally transform Wholesale’s (~$800B in B2B) front-office. Designed and initiated execution of the CRM digital transformation strategy to deliver a seamless experience, while integrating disparate businesses and ecosystems to grow ($70M+) and scale ($35M+ and 63% reduction in IT expense). Owned and continually improved a digital Product Management model, impacting 53 tools across 30K users.
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Leader - Integration & Simplification | Strategic Business TransformationGe Capital 2014 - 2017Norwalk, Ct, UsEntrusted as a key leader to orchestrate GE Capital's global divestiture (~$500B) with full M&A transaction lifecycle responsibility. From 2014 to 2015, charged with leading M&A and strategic initiatives in the Americas from planning through execution. Played a pivotal role in co-leading or directing significant components to ensure timely closings for ~$53B in transactions, with sign-to-close timelines of 20-90 days; co-led transition and separation management for an $11.9B transaction. Orchestrated a ~250 person cross-matrix effort to launch GE Capital Fleet into Canada to create a global product offering with a projected top-line impact of $1.2B annually. Spearheaded cross-border efforts that remediated Latin America’s $24M foreign currency exchange inaccuracies. -
Senior Director | Strategy & PlanningFidelity Investments 2012 - 2014Boston, Ma, UsChosen to lead and elevate team accountable for strategic planning, KPIs, strategic initiative leadership, and capability building. Partnered with Executive Team and orchestrated back- and middle-office multi-year strategic planning process (incl. cross-industry cost benchmarking) that improves margin by 80% and reduces unit cost by 23% while enhancing global and IT capabilities. Conceptualized and led efforts to establish robust and disciplined governance to manage ~$100M in annual investment spend. Led business reviews; revamped (i.e., predictive, strategically-aligned) and cut executive metrics by 48% to improve decisions. Designed a balanced scorecard-based approach to rapidly assess services that produced strategic insights; results informed a target operating / service delivery model that drove scale, offshoring, and globalization. -
Manager | Strategy & OperationsDeloitte Consulting 2010 - 2012Worldwide, OoClient Delivery: project / engagement management, P&L, client management, staff, and business development.Non-Client: internal initiatives, thought leadership, solution design, and business development (exceeded 2012 goals by 725%). Commercialized / Led rapid assessments of global service delivery / operating models; developed gap-closing recommendations and implementation roadmaps to optimize business models and meet customer needs; supported Federal's M&A solution build. Orchestrated multiple efforts surrounding visioning, strategic planning, benchmarking, blueprinting, roadmap development, and capability building as well as the corresponding implementation to help clients achieve their objectives. Led cross-functional teams to help global clients establish (and execute) transformational strategies and roadmaps to 'do more with less' while advancing capabilities (i.e., risk, data, analytics, digital, operations excellence) and simplifying ecosystems. Directed a transformation on behalf of a global client that standardized and rationalized data and processes, developed KPIs, and assessed technology and process scalability. Directed a cross-functional team that helped a client formulate a strategy and roadmap to advance capabilities, develop a risk management framework, streamline processes, and implement advanced analytics. Led a team that developed a learning program delivered to 450+ colleagues; served as an instructor and expert on Logical Structuring, Hypothesis-Based Consulting, and Crafting Powerful Documents. -
Senior ConsultantDeloitte Consulting 2009 - 2010Worldwide, Oo
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Consultant & Senior Business ConsultantDeloitte Consulting 2006 - 2009Worldwide, Oo
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Senior Project Manager (Internal Consulting Group)Flagstar Bank 2001 - 2006Hicksville, Ny , UsManaged cross-functional strategic initiatives focused on operational scale / optimization, efficiency, digital, growth, product launch, risk management, and cost control. Management Development Program graduate. Directed teams that assessed operational efficiency and effectiveness, and implemented corresponding strategic initiatives to support business objectives, often through automation. Used Six Sigma to accelerate the recourse and repurchase process cycle by 38% (~$21M savings). Led a 30-member team that implemented mortgage fraud detection software, resulting in an increase in underwriting efficiency and a decrease in collateral risk and fraudulent loans. Deployed the Mortgage Electronic Registration System that cut $7M annually / improved efficiency by 33%. -
Credit Analyst InternLasalle Bank Jun 2000 - Aug 2000Us
Sam Berman Skills
Sam Berman Education Details
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Michigan State UniversityFinance -
Yale School Of ManagementExecutive Leadership: Managing Change
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Berkley High School
Frequently Asked Questions about Sam Berman
What company does Sam Berman work for?
Sam Berman works for Aptia Group
What is Sam Berman's role at the current company?
Sam Berman's current role is Head of Transformation - US.
What is Sam Berman's email address?
Sam Berman's email address is sa****@****rgo.com
What is Sam Berman's direct phone number?
Sam Berman's direct phone number is (800) 956*****
What schools did Sam Berman attend?
Sam Berman attended Michigan State University, Yale School Of Management, Berkley High School.
What skills is Sam Berman known for?
Sam Berman has skills like Change Management, Business Transformation, Strategy, Six Sigma, Business Process, Integration, Management, Organizational Design, Operational Excellence, Analysis, Data Analysis, Process Improvement.
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