MICHELE VAZQUEZ

Supported Merrill Lynch Wealth Management Advisors (WMA) and Client Associates (CA) to deliver high-quality banking, credit, trust, fiduciary, and investment services to the most complex Private Bank clients.

Additional Contributions & Achievements
• Identified 950+ banking opportunities by analyzing and reviewing designated Advisor’s books of business yielding wealth management clients up to 75% more rewards points, interest rate discounts, travel insurance, mortgage origination fee discounts, vacation packages and more.
• Designed custom templates for client reviews to highlight clients personal and business banking relationship(s) and opportunities.
• Developed job aids, trackers, and SOPs to streamline and simplify in-role processes.
• Leveraged multiple applications to extract data, analyze, identify, and build ad hoc reports highlighting banking opportunities resulting in up to 75% more earning potential for Preferred Rewards members.
• Selected to sit on committee to analyze processes for more efficient and effective ways to support Private Bank clients discreetly and confidentially.
• Collaborated with MSD & ERM to develop a ROE strategy for WMA, CA’s and WMBO

Successfully advanced over 16 years (2005–2021) with a single employer, thriving among acquisitions, mergers, and unprecedented growth and change, concluding as a distinguished products and data analytics manager.

Additional Contributions & Achievements
• Sourced, negotiated and executed 20 technology contracts valued at over $90M
• Conducted quarterly business reviews with business partners to evaluate contract performance, KPI’s, core metrics, and opportunities for improvement.
• Evaluated increases and/or decreases suppliers were proposing under renewed contracts; determined impact on the members/customers actively utilizing the contract.
• Analyzed monthly fee values and reports ranging between $1K to $75K; ensured payments were allocated appropriately.
• Identified gaps, conducted extensive data analysis, and recognized opportunities for streamlined operations and savings across the portfolio.
• Identified, coordinated, and participated in discovery meetings with suppliers and service providers to further evaluate partnerships for products and services.
• Identified and established innovative technology categories based on information derived from market surveillance, market intelligence, and shareholder feedback.

Led critical initiatives that drove savings of $430M, unprecedented revenue for the organization. Specialized in process and operational efficiency, seamless collaboration, conversions, supply chain, and gap analysis engagements.
Additional Contributions & Achievements

• Participated in the development of bid strategy supporting 16+ mostly winning RFPs across hospital systems and healthcare facilities.
• Created and maintained a master catalog of SOP’s for conducting the analytic process, development of RFPs, and contract coverage; reduced process time by 15%.
• Researched, identified, and reported on pricing gaps, measured performance, opportunities for savings with medical supplies and pharmaceuticals, and forecasting as a primary analyst with full project lifecycle knowledge, awareness, and confidence.
• Expediently produced RFP analysis with lines of medical supply and pharmaceuticals exceeding 100K; readily identified savings and exemplified creativity in presentation of data, highlighting savings versus loss.
• Specialized in deciphering, analyzing, and reasoning often incomplete, intelligible, disparate data, information, and values shared by suppliers and customers, elevating from a place of confusion to understanding, coherent application, and ultimate savings.
• Developed SOP to assist in training new personnel in a variety of key responsibilities.

Developed and generated core metrics, enhancements for Premier contracts, and new tools and processes resulting in superior value to members.

Additional Contributions & Achievements
• Partnered cross-functionally and effectively at all levels of the organization, and thoughtfully communicated findings and insights to non-technical business partners.
• Independently engaged with customers and business partners to gather requirements and validate results.
• Sourced, negotiated, and executed 31 medical supply and pharmaceutical contracts resulting in incremental member sales volume of $1.7B and $51M in revenue.
• Drove measurable supply chain savings and industry recognized contract management solutions.
• Led business reviews with partners encompassing contract evaluations, performance, and optimization.

• Led the management and analysis of 21+ RFPs totaling $315M+.
• Identified and presented current and potential savings opportunities across the portfolio.
• Provided chargeback and rebate projections based on product and purchase volume, demonstrating to current members and prospects the potential rebates earned from Innovatix pharmaceutical affiliations.
• Communicated contract price change notifications with business partners, regional sales managers, and account managers to guarantee members’ receipt of the most competitive pricing.