Microsoft: Word, Excel, Visio, Access, Power Point, Project, SharePoint Power User; and OneNote
17+ Total Years of Financial Services Operations Experience
Melissa Aprigliano, Ph.D.(c), MBA
Change Manager| Learning & Leadership Development| Business Intelligence & Analytics| Academic
Yorba Linda,CA
Summary
Multifaceted, well-organized, and accomplished professional showcasing 17+ years of achievements and promotions at both Bank of America and The Citi Private Bank (Fortune 50 Companies). A Forward-thinking, data-driven leader and decision-maker with a continuous improvement mindset, establishing unique strategies to drive transformations, enhance processes, and elevate businesses.
Forges lasting stakeholder relationships and ensures direct alignment throughout complex global initiatives in highly matrixed organizations, where volatility, uncertainty, chaos, ambiguity, and change are the only constants. Out-of-the-box thinker who champions unique solutions to optimize performance and maximize growth opportunities.
Overview
18
18
14
14
Years at Bank of America Corporation as VP
4
4
4 Years at The Citi Private Bank
Work History
Global Leadership and Change Ph.D. Candidate
Pepperdine University
Malibu, CA
02.2021 - Current
- Electively took two years from work to focus on prioritizing/ completing a rigorous doctoral program in Global Leadership and Change at Pepperdine University's Graduate School of Education and Psychology
- Coursework completed; comprehensive exams passed
- Finishing dissertation this fall
- Focus of dissertation is on Computational Leadership Science within context of augmenting and optimizing leadership decision-making with AI, predictive analytics & machine learning.
VP, Quantitative Research
Bank Of America Corporation
01.2017 - 02.2021
- Designed, developed, and implemented a strategic learning plan focused on preparing a future-ready workforce, using overarching business objectives to drive learning objectives.
- Built out specialized modeling and measurement techniques. Refined subject matter expertise in learning and operational metrics and measures. Became a go-to resource for topics like symbolic language, time studies, time-series forecasting, and workforce capacity planning. Built routines and documentation around sharing best practices, transferring knowledge, and capturing lessons learned to promote a culture of growth vs. fixed mindset.
- Conducted complex negotiations across functions, deadlines, and C-suite to influence key decision-makers, addressing roadblocks and fostering clear, consistent communication that led to building strong partnerships that produced value for the organization.
- Produced routine plans and presentations, along with specialized, monthly, quarterly, and year-end reporting, using predictive analytics enhancing, sophisticated modeling techniques, that helped shape strategy with operational output, for data-driven decision-making, within guidelines of Bank of America's model risk management framework.
VP, Regulatory and Business Controls
Bank Of America Corporation
01.2015 - 01.2017
- Recognized for showcasing superior work ethic, promoted from individual contributor to senior leadership of a team, and entrusted with a cross-functional team of high-performing AVPs and VPs tasked to complete a time-sensitive compliance and documentation oversight and control project, remediating the architecture, testing framework, and scripting of a regulatory modification approval/decline rationale process, rules-driven decisioning and reporting engine.
- Introduced, built, and managed a thriving Community of Practice through which my team drove the development of a workflow and hosting platform, enabling significant gains in staff collaboration, transfer of knowledge, and business continuity across functional roles and teams.
- Led ongoing discussion and remediation strategies with business data providers, across Legacy Asset Servicing, to create and maintain policies, procedures, and accountability thresholds.
- Simplified and improved the loan modification NPV testing model, used for monthly/ quarterly management routines to United States Treasury and Department of Justice.
- Developed partnerships with peers and senior executives to resolve “matters requiring attention,” which is a mandate from government regulators, requiring immediate remediation.
VP, Business Controls/Consumer Product Strategy Manager
Bank Of America Corporation
06.2012 - 01.2015
- Directed the scoping, development, implementation, and maintenance of a critical Default Servicing workflow application, integrating disparate/ “offline” project, process, and people management workstreams and routines with the control tower's systems of record, reducing risk and duplicity of operational effort.
- Led a wholesale review of Default Servicing's loan modification reporting and documentation portfolio. Reviewed more than 1,000 reports/documents for relevance, assessing redundancy to either eliminate or combine. Eliminated or collapsed 320 daily reports being generated across the operation.
- Produced a browser-based repository to house the final suite of scheduled reports, streamlined ongoing governance, which resulted in efficiency and bandwidth gains, data continuity, and central accessibility.
- Designed, developed, automated, and deployed crisp, clear management dashboards, many of which became the gold standard from which all other dashboards within the group were designed.
- Engaged executives as the primary contact to develop and deliver a learning/training framework, tools suite, and documentation repository that acted as the foundation for operational learning and development within the division.
VP, Compensation Service Delivery Consultant
Bank Of America Corporation
10.2009 - 06.2012
- Completed Compensation Service Delivery Systems' internal gap analysis, SWOT, and force field study; utilized as the foundation for bank-wide Compensation Service Delivery Tools automation strategy. The effort led to the successful modernization of 15 Compensation Service Delivery processes and auditing routines.
- Built and implemented 2009/2010/2011 reconciliation process, a rules-driven database, and reporting to support total variable awards in compliance with federal requirements (highly visible and globally impactful; $7B total spend); contributed significantly to leading and delivering US and regional salary increases/bonuses to 60+ payrolls with 100% accuracy.
VP, Global Learning and Leadership
Bank Of America Corporation
07.2007 - 10.2009
- Co-built and updated the performance measurement consulting model framework and developed a reporting strategy to relay learning measurement results to Learning executives.
- Created post-learning assessment levels 1-4 (Kirkpatrick Model) to gauge efficacy.
- Deployed strategies to measure ROI, using the Phillips framework.
- Developed and integrated learning management systems applications; captured content review cycle time and project life cycle visibility (reduced redundancies/improved performance).
AVP of U.S. Investments Operations (MIS)
The Citi Private Bank
New York, NY
2000 - 2005
- Reduced operational risks while organizing data to forecast performance trends.
- Responsible for tracking, reporting, trending, and forecasting new sales and existing streams of revenue to C-suite
- Analyzed data to identify areas of improvement, implementing changes that resulted in greater operational efficiency.
- Maintained compliance with industry regulations by implementing risk mitigation measures and maintaining accurate documentation.
Education
Ph.D. - Global Leadership And Change
Pepperdine University
Malibu, CA05.2023
MBA - Innovation, Sustainability, Corporate Social Responsibility
UMASS Global
Irvine, CA12.2014
Bachelor of Arts - Organizational Leadership
Chapman University
Orange06.2012
Skills
- Change Management Leadership: Readiness, Planning, Execution and Post-Deployment Measurement
- Financial Business Operations, Including Financial Operations Regulatory & Compliance
- Future of Work Topical Expertise
- Continuous Process Improvement/Optimization
- Advanced-Data Interpretation, Modeling, Visualization
- Impactful/Persuasive/Executive-Ready Presentations
- Workforce Management: Time Series Forecasting and Capacity Planning
- Financial Operations Regulatory Risk and Governance Routines
- Public Policy (Part of Interdisciplinary Global Leadership PhD)
- Growth-Minded Global Leader with Multicultural Mindset
- Adeptly Navigates Volatility, Uncertainty, Chaos, Ambiguity, and Ongoing Disruptive Change
- Employee Engagement and Development
- Design and Systems Thinking
- End-to-end Learning Analysis, Design, Development, Program Implementation, and Ongoing Evaluation & Reporting
- Exceptional Written and Verbal Communication Skills (Published in Journal of Management Policy and Practice)
- Academic Research & Publishing
- Organizational Behavior & Organizational Development
- Survey Assessment Writing and Contextual Codification
- Instruction and Leadership
- Global Management
- Leadership and Vision
- Change Planning
- Global HR Leadership
- Change Leadership
- Technological Change
- Change Control
- Leadership and Coaching
- Change and Growth Management
- Global and Regional Collaboration
- Leadership and Decision-Making
- Staff Oversight and Leadership
- Training and Leadership
- Process Change and Implementation
- Institutional Change
- Global Thinking/ Systems Thinking
- Global Communication
- Leadership and Guidance
- Candidate Interviews
- Product Management and Roadmapping
- Systems Thinking/ Mitigating Unintended Consequences
- Leadership and People Development
- Change Tracking
- Quantitative & Qualitative Analytics
- Survey Design, Development & Codification
- Visual Literacy
- Relational Data Mapping
Accomplishments
- Co-led the full-scale development of a performance measurement consulting model framework and learning measurement reporting and analytics strategy for the Global Learning Organization's C-Suite.
- Built out the year-end compensation reconciliation process and wrote the scripts for the technology to support total variable awards ($7B total spend); instrumental in delivering US and regional salary increases and total variable rewards, using creative approaches that were scaled out to other business functions.
- Led a team of AVP and VP functional experts in redesigning the process, rewriting the code, and further developing the architecture, testing framework, and scripting of a legally critical central rules decisioning engine and loan modification approval/decline rationale framework, based on complex federal and state requirements for modifications in 60 days.
- As a Quantitative Researcher, earned commendations for leading and supporting bold change initiatives . Navigated challenging organizational development, workforce management, and capacity planning routines that resulted in a reduction of waste and the running of a lean, but adequately staffed service center.
- Conducted future-of-work-related readiness assessment exercises as a learning and development expert. Along with extensive research, surveys were used as a baseline to begin teasing-out strategic learning plan forecasts across research and analytics to model skill gaps to begin formulating current state versus desired state of talent based on what was known at the time.
- Simplified and improved the bank's loan modification NPV testing model, used for monthly/ quarterly management and reporting routines mandated by the U.S. Treasury and Department of Justice.
- Supervised team of 10+ AVPs and VPs
Additional Information
Professional Honors and Awards:
- Two-time Bank of America Spirit Award winner for building innovative solutions in support of the Merrill Lynch, Countrywide, and US Trust Transitions. Multiple other project and program-related Bank of America promotions for stewardship, community volunteerism, and operational excellence.
Professional Affiliations and Community Engagement:
- Center For Law and Military Policy: Board of Directors /Polish American Research Association for Academics /ATD/Human Resource Professionals in Banking/Animal Rescue – Recipient of 2016 Excellence in Volunteerism from the County of Orange for Work at the Animal Shelter. Issued by County Supervisor, Todd Spitzer/Volunteered with Unhoused Orange County Residents.
Timeline
Global Leadership and Change Ph.D. Candidate
Pepperdine University
02.2021 - Current
VP, Quantitative Research
Bank Of America Corporation
01.2017 - 02.2021
VP, Regulatory and Business Controls
Bank Of America Corporation
01.2015 - 01.2017
VP, Business Controls/Consumer Product Strategy Manager
Bank Of America Corporation
06.2012 - 01.2015
VP, Compensation Service Delivery Consultant
Bank Of America Corporation
10.2009 - 06.2012
VP, Global Learning and Leadership
Bank Of America Corporation
07.2007 - 10.2009
AVP of U.S. Investments Operations (MIS)
The Citi Private Bank
2000 - 2005
Ph.D. - Global Leadership And Change
Pepperdine University
MBA - Innovation, Sustainability, Corporate Social Responsibility
UMASS Global
Bachelor of Arts - Organizational Leadership
Chapman University
Affiliations
- Pepperdine University Alumni
- UMass Global Alumni
- Chapman University Alumni
LinkedIn Profile
linkedin.com/in/melissaaprigliano
About my LinkedIn Profile:
Nearly 18 years of dynamic achievements in the financial services industry, namely Bank of America (VP) and The Citi Private Bank (AVP), and as a Ph.D. candidate in Global Leadership and Change Management at Pepperdine, my journey has been dedicated to fusing computational science with leadership to enhance, optimize, and influence the end-to-end decision-making processes with data. My tenure as a VP in various operational roles, at both Bank of America and Citi, honed my analytical abilities, which were leveraged to help reshape workforce development through strategic learning & change initiatives anchored in quantifiable financial and or operational corporate objectives.
With a focus on collaborative innovation, am an adept systems thinker, who anticipates client needs, manages expectations, and forges lasting stakeholder relationships, ensuring end-to-end alignment across functions and initiatives. Throughout my career, I have navigated complex business/technological disruptions, developed advanced data models, effectively managed risk, and led significant transformation campaigns, while fostering a culture of knowledge sharing. As a forward-thinking leader and researcher with a commitment to continuous improvement, am dedicated to learning, teaching, and transforming challenging situations into strategic win-win opportunities, demonstrating a strong commitment to driving organizational development, sustainable transformation, and operational excellence.
Career Highlights:
✔Selected to co-lead the full-scale development of a performance measurement consulting model framework and learning measures reporting & analytics strategy for the Global Learning Organization’s C-Suite.
✔Established the year-end compensation reconciliation process and tool, supporting total variable awards ($7B total spend); instrumental in delivering US and regional salary increases and total variable rewards, using creative approaches that were scaled for global use ( for 250K employees).
✔Headed a team of analysts in developing the architecture, testing framework, and scripting in support of complex regulatory loan modification approval/decline rationale in record time.
✔Received commendations for leading and supporting bold change initiatives. Navigated challenging organizational development, performance improvement, and workforce planning deployments that resulted in critical business enhancements, capacity optimization, and cost savings.
✔Developed and implemented strategic learning plans across business and consumer operations, as a SME on relevant learning topics.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Functional Summary
Nearly 18 years of dynamic achievements in the financial services industry, namely Bank of America (VP) and The Citi Private Bank (AVP), and as a Ph.D. candidate in Global Leadership and Change Management at Pepperdine, my journey has been dedicated to fusing computational science with leadership to enhance, optimize, and influence the end-to-end decision-making processes with data. My tenure as a VP in various operational roles, at both Bank of America and Citi, honed my analytical abilities, which were leveraged to help reshape workforce development through strategic learning & change initiatives anchored in quantifiable financial and or operational corporate objectives.
With a focus on collaborative innovation, am an adept systems thinker, who anticipates client needs, manages expectations, and forges lasting stakeholder relationships, ensuring end-to-end alignment across functions and initiatives. Throughout my career, I have navigated complex business/technological disruptions, developed advanced data models, effectively managed risk, and led significant transformation campaigns, while fostering a culture of knowledge sharing. As a forward-thinking leader and researcher with a commitment to continuous improvement, am dedicated to learning, teaching, and transforming challenging situations into strategic win-win opportunities, demonstrating a strong commitment to driving organizational development, sustainable transformation, and operational excellence.
Related Expertise:
Global Leadership and Change Management/ Financial Business Operations/ Tacit Project Management/ Global Strategic Business and People Operations/ Product Management-Product Roadmaps/ Business Intelligence & Analytics/ Advanced Quantitative & Qualitative Analytics/ Research & Design of Experiments/ Computational Leadership Science/ Financial Business Operations/ Talent Analysis & Planning/ Performance Consulting and Evaluation/ Learning Lifecycle (ADDIE/SAM) and Learning Evaluation/ Continuous Improvement (Lean Concepts)/ Leadership Development/ Systems Thinking and Mitigating Unintended Consequences/ Visual Literacy/ Exceptional Presentation Skills/ Academic Research, Writing, and Publishing/ Adult Learning/ Expertise in Education Leadership/ Multicultural Mindset/ Balancing Risk vs. Reward/ Financial Operations Compliance/ Root Cause Analysis/ Team Leadership (Managed 10+ VPs and AVPs/ Public Policy Expertise (Published)
Work Preference
Location Preference
RemoteHybridImportant To Me
Career advancementWork-life balanceCompany CultureFlexible work hoursPersonal development programsHealthcare benefitsWork from home optionPaid time offTeam Building / Company RetreatsPaid sick leave401k matchStock Options / Equity / Profit SharingSoftware
SPSS
Survey Tools (Expert in Survey Design and Qualitative Codification)
Database Optimization and Scaling Over-normalized Structures
Mapping Relational Data
X-13 in Arima for Timeseries Forecasting
Microsoft Statistical Analysis Toolkit
Power BI
Certification
- Organizational Leadership Certificate 2014 Received from UMass Global, along with my MBA. Had the option of receiving a certification in addition to my masters degree.
Interests
Animal Rescue
Academic Conferences, Research, and Writing
PhD Research Focus: Computational Leadership and Decision-Making with AI, Predictive Analytics, and Machine Learning
Digital Ethics
Public Policy and Politics
Languages
English
Bilingual or Proficient (C2)
Quote
Between stimulus and response there is a space. In that space is our power to choose our response. In our response lies our growth and our freedom.
Viktor Frankl