Ryan Goldberg
New York,NY
Summary
Ryan is a highly motivated and adaptable employee with a desire to take on new challenges and provide value across functional projects and LOB’s. His experience has an emphasis on strategy, problem-solving, and project management while leveraging data to make informed decisions.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Enterprise Change Management Analyst
Wells Fargo CAO Strategy and Projects Analyst Program
2024.03 - Current
- Identified key metrics such as change facilitator effectiveness and tracked progress toward achieving business objectives
- Entered the role as a change facilitator / project manager for an ops MTL cross functional swat team to provide relief for stakeholders
- Created a multi horizon strategy deck for Tools, Insights, QA, CIP, Governance, Readiness and PPT teams to deliver a stakeholder and value driven strategy to inform investment planning
- Prepared presentations for the executive team outlining ECM 2.0 strategy recommendations based on the voice of the customer data, senior leader strategy, Jira, and information gathering session
- Facilitated 3 workshops and big room planning sessions with senior leaders and stakeholders to align strategy and develop over 15 OKRs per ECM LOB
- Presented and led a project dedicated to improving effectiveness across products and programs and how they are prioritized and tollgate through the ECM lifecycle
- Led project planning sessions to map out timelines for feature releases on the larger ECM roadmap to ensure key results were delivered
- Partnered with teams across 8 verticals to capture capacity restraints and provide a recommendation to solve those issues by thematic and data analysis
- Gained my Six Sigma White Belt while leading a project devoted to developing how ECM defines results and creates value.
Wells Fargo Governance, Strategy, and Business Management Analyst
Wells Fargo
2023.07 - 2024.03
- Coordinated with stakeholders to develop effective strategies for improving operational efficiency, hierarchy, and hiring strategy
- Collaborated with senior management to define goals, objectives, and timelines for projects dedicated to employee engagement, key pitch decks, and business unit reviews
- Created executives pitch decks and PowerPoint for senior leadership to further present to the OC’s
- Researched best practices used by other organizations in similar industries to create more effective employee engagement opportunities
- Created process documentation for home lending, card merchant services, Wells Fargo auto, and more outlining procedures for business activities through an internal audit practice that occurs every year.
Market Research and B2B Sales Intern
Startup Merge
2022.08 - 2023.02
- Participated in group learning and sales sessions to understand credit and payment technology to better sell Merges products
- Analyzed small businesses and technological trends to determine whether Merge services were needed in various business sectors
- Executed detailed pitches and PowerPoint presentations to sell Merge products in person to over 100 consumer businesses.
Financial Sales and Advisor
Northwestern Mutual
2022.06 - 2022.08
- Advised $1,000,000+ in assets by learning trends and developments in the insurance, trust & investment management industry
- Created and assisted unique recommendations for clients using market information, consumer trends, and financial modeling in response to clients’ future financial needs
- Generated pitch decks and presentations based on Northwestern Mutual products to educate clients
Education
Bachelor of Science - Marketing Management & Entrepreneurship
Syracuse University
Syracuse, NY05.2023
Skills
- Project Management
- Product Management
- Fast Learner
- Problem-Solving
- Strategy and OKR development
- Cross Functional Partnerships
- PowerPoint
- Excel
- Jira
- Sharepoint
Certification
- Six Sigma White Belt
- SharePoint Certification
- MS Excel Certification
- Excel Certified
- LAH Certified
- Proficient in Conversational Spanish
Languages
Spanish
Professional Working
Timeline
Enterprise Change Management Analyst
Wells Fargo CAO Strategy and Projects Analyst Program
2024.03 - Current
Wells Fargo Governance, Strategy, and Business Management Analyst
Wells Fargo
2023.07 - 2024.03
Market Research and B2B Sales Intern
Startup Merge
2022.08 - 2023.02
Financial Sales and Advisor
Northwestern Mutual
2022.06 - 2022.08
Bachelor of Science - Marketing Management & Entrepreneurship
Syracuse University
- Six Sigma White Belt
- SharePoint Certification
- MS Excel Certification
- Excel Certified
- LAH Certified
- Proficient in Conversational Spanish
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