Sarah Egan Email and Phone Number

 Directly supported WIM leadership with operating disciplines to further drive the transformation of WIM Managed special projects tied to the WIM strategic initiatives, including various efforts to continue improving the ease of doing business for our advisors and clients

 Managed a team of strategy consultants in support of Wealth & Investment Management-wide strategic planning and strategic initiatives  Drove the development and execution of channel and distribution priorities including the review of sales management support, the deposit strategy, professional courtesy standards and the redesign of The Private Bank.

 Worked across Wells Fargo, focused primarily within Wealth & Investment Management and Corporate & Investment Banking, to grow existing and establish new partnerships to provide Financial Advisors with expert specialists that can help meet additional client needs. Led various strategic initiatives and analytic projects in support of business strategy including the Wealth Management Senior Financial Advisor program, a program targeting a select group of Financial Advisors collaborating with their Private Bank peers, to serve the high net worth client. This program has evolved into its own cross-line of business segment, the Private Wealth Financial Advisor Group (PWFA).  Developed and executed programs to improve advisor high net worth expertise, collaborating with marketing and compliance to deliver the PWFA brand and assisting the segment in using data, analytics and technology to drive growth with high net worth clients. Managed the Wealth Brokerage Services (WBS, “bank brokerage”) Teams program, assisting Financial Advisors and their managers in the creation, development and management of effective team relationships that deliver exceptional client experience. Coordinated the annual growth strategy project for WBS, a cross-line of business initiative to align national activities, regional activities, and partner engagement, working to ensure that WBS hit annual goals.

Innovation & Strategy, Products & Advice and Private Client Group Support Managed three teams of analytic full-time team members and off-shore contractors dedicated to different areas within Wells Fargo Advisors including Products & Advice and Innovation & Strategy.  Executed effective project management over a wide range of projects; meeting with business partners, assessing their needs, problem solving, leveraging the team to employ quantitative and statistical analytic approaches, and designing presentations that conveyed actionable business insights.Wealth Brokerage Services Support Informed business strategy through opportunity sizing and segmentation to support Wealth Brokerage Services (Bank Brokerage) and the Community Bank and Wealth Brokerage Retirement partnership within the bank branches.  Managed day-to-day project work and career development for five team members across three locations, both full-time team members and off-shore contractors. Leveraged SAS, SQL and multiple internal and external information sources to analyze, recommend, implement and measure strategies for creating and maintaining Customer Books of Business for more than 1,000 bankers, including the development of a “Starter Book” to assist in the on-boarding of new Regional Bank Private Bankers. Influenced activities including Financial Advisor and Banker staffing levels, placement and productivity to drive client acquisition and growth.

 As Wells Fargo moved through a multi-billion dollar expense reduction program, a decision was made to adopt a decentralized business analytics model. This decision resulted in the elimination of my entire Cross-Enterprise analytics function and has landed me in a short term Project Management position as I assess other opportunities. Served as an analytic and strategic collaborator for the Community Bank/Wealth Brokerage Retirement Partnership Strategic Initiative, an initiative with a 2015 revenue target of nearly $600M. Worked on the expansion of a territory optimization project designed to assist in coaching Financial Advisors in leveraging existing opportunities as well as in understanding proper banker placement for over 6,000 stores.

 Served as a strategic partner to the Affluent Customer Segment, generating and leveraging customer and marketplace insights to help launch the segment strategy. Formally managed and informally mentored new and more junior analysts, assisting in learning new data environments, writing efficient SAS code, understanding business partner objectives and creating effective presentations. Provided best-in-class strategic consulting and growth strategies to propel earnings growth through attracting, deepening, and retaining customer relationships for Regional Marketing Directors and their teams.  Launched and coordinated a monthly user group for a major Wells Fargo database, assisting hundreds of new and existing users in understanding data capabilities in a merger environment. Lead a team in the development of ongoing monthly customer metrics, focusing on acquisition and attrition for the combined Wachovia and Wells Fargo. Developed opportunity assessments and contact strategies for the Eastern regions, resulting in a menu of more than 40 lead ideas to supplement the 1st quarter “Jump” initiative, a program designed to jump start sales early in the year. Integrated analytics and processes within a merger environment into go-forward systems by gaining a thorough understanding of the tables and fields within multiple Wells Fargo databases.

 Provided functional expertise to the Deposits product areas with an emphasis on integrating insights from analytics and targeted marketing efforts. Researched, developed and implemented a targeted marketing program designed to retain single service CD households and convert them to Money Market households at CD maturity, bringing in $17MM and a 4.5% lift over control during the first month. Held the position of Lead Analyst in the design and development of a ‘Trigger’ program centered on identifying job changers and individuals with spikes in their monthly income for investment targeting campaigns. Designed reporting for Regional Managers in an effort to track the conversion of Affluent Banking Clients to Affluent Banking and Investment clients. Supported hundreds of Financial Advisors through a third-party list scrubbing program that allows the FAs to contact prospects while not interfering with Wachovia’s Professional Courtesy Standards. Developed and managed partner relationships with several lines of business while managing multiple projects of different magnitudes simultaneously.

 Managed simultaneous projects, supervising the issues and task lists for each of the projects in conjunction with developing documentation, communications and testing materials. Worked with product, system and compliance groups to define and write business requirements for reporting used by over 10,000 Financial Advisors. Served in the capacity of both analyst and project manager in order to design, develop, test and implement a mutual fund wrap proposal tool.  Supported Client Reporting Cost Savings initiatives, such as e-document and statement linking promotion, saving the firm over $2 million in 2006 and targeting to save over $6 million in 2007.

 Coached a team of consultants on the strategies, functions, processes and day-to-day activities of the Books of Business, a tool providing financial centers with demographic and balance information to better target current customers. The Book of Business contained 11 million relationships and generated $7.9 billion in incremental lift over control in 2004. Chaired a cross-functional leadership team in the development of Wachovia’s 2006 Book of Business strategy where we were able to expand on ideas that will improve the Book lag time by 60 days.  Assisted in the design, creation and tracking of Wachovia’s 2005 Book of Business using SAS, SQL and MS Office within a merger environment. The Book was delivered to over 3,000 financial centers and over 800 relationship managers.

 Performed ad-hoc analysis efficiently and effectively under tight deadlines. Extracted and analyzed market and demographic data from a complex relational database to fulfill internal client requests. Tracked and analyzed impact of customer acquisition efforts, product ownership and customer behavior for Wachovia’s Affluent, Upper Mass/Lower Affluent, and Mass market segments. Supported development of presentations, spreadsheets, and models. Communicated conclusions from analyses to fellow consultants, managers and internal clients from the lines of business.