Wendy Berg Email & Phone Number

Newark, New Jersey, United States

Lead a global team to advance technology innovation, platform modernization, and business process improvement. Oversee a unified data platform that uses modern technologies to advance business operations and enhance decision-making. Drive initiatives to ensure that data is accurate, accessible, and actionable. Lead Operational Innovation team to identify leading-edge technologies in categories such as EV charging, tenant experience, and building energy optimization.

Madison, New Jersey

Led a 30+ person global team across 10 cities to provide top quality client service to investors and execute on business strategies. Focused on enhancing the client experience and modernizing our platform by improving processes and workflows and introducing new technologies. Led the implementation of large-scale transformational projects such as launching a global data lake, outsourcing fund administration, and executing on product development initiatives.

Greater New York City Area

Advised Private Banking Region Head and Regional Leadership Team on financial performance, business growth strategies, and sales management practices for markets across the Northeastern U.S. Covered regions with ~200 advisors, ~15 markets, and ~$500MM revenue and managed teams of up to 10 people. Led projects to redesign global reporting, build staffing models, and develop office location strategies.

Coordinated across regional finance teams in 10+ U.S. Private Bank locations to deliver reporting, analysis, and annual budgets.

Greater New York City Area

Partnered with Head of Private Banking Client Service to lead change management initiatives for group of 350. Acted as program manager for merger integration to ensure readiness across four teams. Helped develop the Morgan OnLine product offering in response to dot.com competitors. Mitigated new product risks by establishing a new product approval process and system.

New York And Asia

Participated in training program designed to groom talent for Technology and Operations leadership roles through rotational consulting assignments. Selected for international assignment in Singapore with travel across Asia and Europe to define strategic systems and workflows in the Asia/Pacific region.

Master Of Business Administration (Mba)

Sponsored by J.P. Morgan to complete my MBA through Columbia's Executive Program, while continuing to work full-time

B.S., International Affairs

Junior Year Abroad in Santiago, Chile. Summer Abroad in Quito, Ecuador. Congressional Intern for Congresswoman Leslie Byrne. Intern.