Customer obsessed leader with 13+ years of experience in relationship management, partnerships, business development, marketing, product management, and risk across banking, consumer goods, and non-profit sectors
Overview
13
13
years of professional experience
Work History
Business Control Manager, Vice President
Bank Of America, Consumer Bank
12.2021 - Current
Manages 2nd line of defense Sales Practice Risk program to ensure risk management and controls to monitor, escalate, and remediate risk across 60,000 front-line sales, and management associates
Collaborate with process owner governance to ensure appropriate alignment of sales practice risks and drive accountability for satisfactory process ratings and produce monthly dashboards and reporting for executives
Owns Consumer & Small Business Sales Integrity Guidelines and related training for 60,000 FTE
Product Manager/Client Manager
Bank Of America, Consumer Credit Card Products
03.2020 - 12.2021
Defined acquisition strategies for a $1.7B loan co-brand portfolio focused on growth, profitability, and marketing
Secure Credit Card product manager responsible for driving loyalty marketing and revenue generation
Process improvement lead converted 30K accounts to simplify portfolio & reduce marketing complexities
Conducted deep dive theme analyses and reporting to identify root causes of 300K annual card complaints
Collaborate with partners to define process improvements and deliver executive PowerPoint presentations
Identified several opportunities to improve the client experience and simplify processes for 1,000 customer payment letters with cost savings of $41MM/3 years
Market Leader Trainee
Bank Of America, Consumer Bank MBA Program
01.2018 - 09.2018
Led strategies to improve sales, operations, and performance for 28 associates and 7 financial centers
Established and executed the student market strategy and communications plan for 71 financial centers resulting in 300% increase in events and development of key external relationships and partnerships
Channel Effectiveness Manager
Bank Of America, Consumer Bank MBA Program
06.2017 - 12.2017
Developed and launched a Salesforce tool for associate readiness training materials and field-based managers to use for performance management of 100+ Consumer Bank/Merrill associates
Led cross-functional team to establish digital tool to track effectiveness for 1000+ national client events
Summer Associate
Bank Of America, Consumer Bank MBA Program
06.2016 - 08.2016
Devised scorecard & conducted 30+ branch mystery shops, led to 15 point increase in customer experience
Data insights analyst for a Divisional HR project (4500 FTE) resulting in 50% reduction in training time/cost
Account Manager
Demerara Distillers (DDL), El Dorado Rums
07.2014 - 01.2016
Developed and led market strategy to increase product distribution, profitability, and loyalty for 60 accounts
Revamped marketing to reduce printing costs by 30%, increase account sales by 15% for 500 accounts
Major Gifts Officer
Temple University, Office Of Advancement
07.2012 - 07.2014
Managed 200 client portfolio with a wealth range up to $250K, across 15 schools, thru the donor lifecycle
Implemented consultative sales prospecting strategies to identify & close multi-year six figure gift agreements
Associate Program Coordinator
Yale University, Office of Development
07.2008 - 06.2012
Qualified $500,000 in new wealth and partnered to raise $22M for a $3.5B fundraising campaign
Implemented gift contract governance system and renegotiated contracts to reallocate $13M to the P&L
Education
MBA - Marketing
Pepperdine University, Graziadio Business School, Malibu
2017
Socially, Environmentally, and Ethically Responsible (SEER), Business Certificate
Reva Graziadio Full Tuition Leadership Scholarship Recipient
Elected President for Graziadio Reaching Out
Bachelor of Arts - International Business & Management
Dickinson College, Carlisle
2006
Posse Foundation Full Tuition Leadership Scholarship Recipient
MLK Leader of Tomorrow Award Recipient
Alpha Phi Omega, Member
Completed Mexican Mosaic Program: ethnographic field research in PA and rural Mexico including oral history interviews in Spanish
FX Expert, Technology Consultant, Senior BA at Santander Consumer And Investment BankFX Expert, Technology Consultant, Senior BA at Santander Consumer And Investment Bank