Judith-Sarah De Sousa
Strategy Consultant
Williamstown ,NJ
Summary
Versatile financial professional experienced in developing targeted promotional plans to drive sales of financial products. Persuasive communicator with organized and results-driven approach. Results-oriented sales worker that engages with customers to help establish rapport. Proven track record of building customer relationships and successfully closing sales. Committed to delivering exceptional customer service and exceeding sales goals as well as leading a team.
Overview
13
13
years of professional experience
3
3
years of post-secondary education
Work History
Senior Business Executive Consultant
Wells Fargo & Company
Philadelphia, PA
06.2019 - 02.2023
- Evaluated current processes to develop improvement plans.
- Leveraged on-site observation and personal interviews to identify team and individual strengths.
- Gathered, documented, and modeled data to assess business trends.
- Conducted thorough reviews of operations to devise and deploy improvement strategies.
- Restructured procedures through coordination with compliance director to create and execute projects.
- Compiled research data and gave professional presentations highlighting finds and recommended optimizations.
- Prepared Internal and regulatory financial reports, balance sheets and income statements.
- Created financial dashboards to provide insights into key performance indicators.
- Recommended Affluent and Small Business operational improvements based on tracking and analysis of Performance and client data.
- Exercised leadership capabilities by successfully motivating and inspiring others.
- Skilled at working independently and collaboratively in a team environment.
- Developed strong communication and organizational skills through working on group projects.
Branch Manager/Vice President
Wells Fargo & Company
Philadelphia, PA
03.2010 - 06.2019
- Hired and managed employees to maximize productivity while training staff on best practices and protocols.
- Increased company growth through collaboration with sales and marketing departments.
- Established performance goals for department and provided methods for reaching milestones.
- Identified opportunities to improve business process flows and productivity.
- Used market insights to capitalize on key business opportunities for new advantageous partnerships.
- Demonstrated proficient leadership skills to motivate employees and build competent teams.
- Mitigated regulatory risks by overseeing adherence to insurance and safety regulations.
- Clarified roles, responsibilities and expectations of staff.
- Identified and resolved issues between employees, promoting better collaboration and mutual respect.
- Improved overall financial reporting by streamlining control processes and reporting structures.
- Developed strategic plans for day-to-day financial operations.
Education
MBA - Business Administration And Management
Drexel University
Philadelphia, PA 09.2017 - 06.2020
Skills
Consultative sales skills
Telecommunication standards
Product and service sales
Store opening and closing
Retention strategies
Lead prospecting
Product promotions
Network development
Strategic planning
Timeline
Senior Business Executive Consultant
Wells Fargo & Company
06.2019 - 02.2023
MBA - Business Administration And Management
Drexel University
09.2017 - 06.2020
Branch Manager/Vice President
Wells Fargo & Company
03.2010 - 06.2019