Charlise Oberholzer
Charlotte,USA
Summary
Marketing consultant with strong analytical skills and a Bachelor of Science in Finance and Economics. Expertise in utilizing data-driven insights to create strategic marketing solutions that enhance customer engagement and improve campaign performance. Background as a college athlete fosters discipline, teamwork, and effective time management in project execution. Committed to ongoing learning and adapting in a fast-paced industry.
Overview
3
3
years of professional experience
Work History
Marketing Consultant/ Consumer Lending Analyst, Portfolio Marketing
Wells Fargo
Charlotte, NC
07.2023 - Current
- Developed a centralized marketing dashboard to deliver reporting, performance analysis, and trend insights for all email campaigns across the Portfolio Marketing team. Recognized with the 4Q24 Hearts and Minds Award, Wells Fargo Marketing’s award for excellence and high-impact contributions.
- Led planning and execution of marketing campaigns for My Wells Fargo Deals and Credit Close-Up, reaching 216 million customers in 2024 and driving broad engagement across key customer segments.
- Managed and optimized the team’s campaign calendar, ensuring seamless coordination of deployment dates across all initiatives to maximize efficiency, minimize overlap, and support strategic marketing alignment.
Consumer Lending Intern, Branded Cards, and Marketing
Wells Fargo
Wilmington, DE
06.2022 - 08.2022
- Conducted market analysis on the credit card landscape, identified potential impacts to Wells Fargo’s positioning, and presented actionable insights to senior leadership.
- Collaborated with peers for a project aimed at improving the Early Careers program and presented our recommendations to senior leadership.
- Transformed complex data sets into clear, actionable visuals and presentations, enabling data-driven decision-making and improving stakeholder understanding.
Education
Bachelor of Science - Economics And Finance
University of Delaware
Newark, DE05-2023
Associate of Arts - Business Administration
Indian River State College
Fort Pierce, FL04.2020
Skills
- Microsoft Office proficiency
- Data visualization with Tableau
- Performance analysis
- Project management
- Team collaboration
- Trend analysis
Awards
4Q24 Hearts and Minds Award Recipient., NCAA Division 1 Swim Team Captain, Scholarship athlete at University of Delaware & Indian River State College.
Timeline
Marketing Consultant/ Consumer Lending Analyst, Portfolio Marketing
Wells Fargo
07.2023 - Current
Consumer Lending Intern, Branded Cards, and Marketing
Wells Fargo
06.2022 - 08.2022
Bachelor of Science - Economics And Finance
University of Delaware
Associate of Arts - Business Administration
Indian River State College
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