Dynamic technology consultant with a proven track record for driving operational excellence through strategic risk management and process optimization. Adept at leading cross-functional teams and enhancing collaboration, I excel in project management and effective communication, delivering impactful results that align with organizational goals..
Overview
15
15
years of professional experience
1
1
Certification
Work History
Lead Technology Business Services Consultant
Wells Fargo
Charlotte, North Carolina
06.2023 - Current
Served as the Business Service Leader for the Business Operations Office and Architecture, acting as a trusted advisor to executives and driving organizational effectiveness through streamlined operations and strategic risk management.
Spearheaded the reorganization of over 4,500 resources and a $1.44B budget within three months to align with a new operating model, significantly enhancing operational efficiency.
Executed 100+ Move the Line events in a year, ensuring compliance with Enterprise Change Management guidelines and minimizing disruption to business operations while facilitating smooth organizational changes.
Developed frameworks to reduce process inefficiencies and establish performance metrics, delivering strategic onboarding and workforce strategies that drive operational excellence.
Delivered routine leadership reports and presentations to showcase progress and impacts, aligning initiatives with enterprise goals and enhancing engagement through offsite events and State of the Union meetings.
Planned and executed quarterly team meetings for a ~150-member global organization, ensuring alignment with leadership priorities and conveying clear, impactful messaging.
Functionally managed resources, fostering collaboration, aligning priorities, and ensuring on-time delivery of initiatives while providing mentorship and performance feedback to support professional growth.
Lead Project Manager - Commercial Banking
Wells Fargo
Tempe, Arizona
03.2022 - 06.2023
Managed end-to-end project lifecycles for 82 processes, supporting timely Risk and Control Self-Assessment uplift efforts.
Established best practices for monthly Operational Excellence Forum, enhancing knowledge-sharing on strategic initiatives.
Supported a multi-year remediation effort to address and close gaps in issue management processes, improving quarterly reporting across the company by driving consistent data sourcing, aligning metrics, and enhanced Board materials and executive reporting.
Managed the lifecycle and reconciliation process for all Regulatory and Audit issues within the Enterprise System of Record, ensuring compliance and timely resolution.
Drafted, coordinated, and tracked communications for Audit owned remediations, validations, and exam deliverables while maintaining the department’s response repository within the Information Retentional Policy guidelines.
Supported Board deliverables associated with the Audit Committee Report and Enterprise Issue Trending and Root Cause Report.
Principal Coordinator – Regulatory Relations
Capital One
McLean, Virginia
03.2015 - 10.2018
Enhanced Federal Examiner experience by onboarding new personnel, assisting with daily requests, and managing exams, improving onboarding efficiency by 45%.
Supported Management Vice President by prioritizing business-critical requests and fostering team engagement, increasing team productivity and collaboration.
Provided project management support for numerous annual exams and quarterly meetings, utilizing proactive trackers and repository reviews, ensuring timely and accurate delivery of commitments.
Principal Coordinator – Capital Markets
Capital One
McLean, Virginia
05.2013 - 03.2015
Managed up to ten calendars, supporting a trade floor of up to 50 associates, ensuring seamless operations and effective time management.
Completed opening and closing reconciliations for trade activity, verified confirmations, and supported derivative transactions, enhancing accuracy and compliance.
Created and managed a record retention process, implementing a database for correspondence monitoring with Iron Mountain, improving data organization and accessibility.
Interacted with potential investors on an ongoing basis to aid in relationship management for leadership.
Office Administrator
Unitek Technical Services Inc.
Centreville, USA
02.2011 - 04.2013
Processed financial documents, contracts, and expense reports, ensuring compliance with internal policies, contributing to financial accuracy and integrity.
Facilitated hiring processes by effectively communicating compensation, benefits, and working conditions, improving candidate experience and onboarding efficiency.
Education
Bachelor of Science - Psychology
GEORGE MASON UNIVERSITY
Fairfax, VA
05.2011
Associate of Science - Social Science with a Specialization in Psychology
Lean Six Sigma, Green Belt, 01/14/25, No Expiration Certified Agile Professional, 06/01/22, No Expiration Professional Scrum Master, 02/01/22, No Expiration
Timeline
Lead Technology Business Services Consultant
Wells Fargo
06.2023 - Current
Lead Project Manager - Commercial Banking
Wells Fargo
03.2022 - 06.2023
Associate to Senior Associate Project Manager
Capital One
10.2018 - 03.2022
Principal Coordinator – Regulatory Relations
Capital One
03.2015 - 10.2018
Principal Coordinator – Capital Markets
Capital One
05.2013 - 03.2015
Office Administrator
Unitek Technical Services Inc.
02.2011 - 04.2013
Bachelor of Science - Psychology
GEORGE MASON UNIVERSITY
Associate of Science - Social Science with a Specialization in Psychology
Collateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NACollateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NA
Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)