Wells Fargo

General Counsel

• Provide guidance to management on legal and regulatory matters impacting business strategy and policy or claims against the Company
• Proactively identifies policy, legal, and regulatory matters pertaining to area of expertise, and evaluates the legal risk and impact
• Independently resolve moderately complex issues and lead team to meet deliverables
• Exercise considerable discretion and may serve as the primary legal contact for assigned clients
• Collaborate within the department and across business and staff functions to address legal and risk issues in a manner consistent with the best interests of Wells Fargo
• Coach, mentor and provide oversight with less experienced attorneys or staff
• Lead initiatives of varying scope and complexity.

Senior Counsel – Senior AVP, Structured Products

Manager

• Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of the business; This includes coaching bankers to engage customers to understand their needs and work proactively to build relationships and help customers succeed financially
• Resolve low to moderately complex issues regarding the customer and employee experience, risk, and growth of the team and the business to meet Branch Network business objectives
• Identify opportunities for making banking easier for customers through education and demonstration of available digital options to support adoption and customer convenience
• Lead the branch while engaging stakeholders, peers, and internal partners in collaborating and building strong partnerships to deliver a customer-centric experience
• Mentor and guide talent development of direct reports and assist in hiring talent

Branch Manager

• Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of the business;
• Resolve low to moderately complex issues regarding the customer and employee experience, risk, and growth of the team and the business to meet Branch Network business objectives
• Identify opportunities for making banking easier for customers through education and demonstration of available digital options to support adoption and customer convenience
• Lead the branch while engaging stakeholders, peers, and internal partners in collaborating and building strong partnerships to deliver a customer-centric experience
• Mentor and guide talent development of direct reports and assist in hiring talent

Product Manager

• Drive strategic execution of credit card initiatives, ensuring alignment with business priorities
• Analyze market trends and deliver actionable insights on industry, customer segments, pricing, and profitability
• Assist in shaping product, credit, and marketing strategies responsive to macroeconomic conditions
• Evaluate product features, credit policies, and marketing programs to improve positioning and performance
• Partner with cross-functional teams to deliver high-quality outcomes
• Contribute to strategies that simplify product features and enhance customer experience
• Ensure compliance and regulatory standards are met across all initiatives
• Define and lead strategic initiatives for the credit card portfolio, ensuring alignment with enterprise priorities and financial objectives

Lead Product Manager, Branded Card Strategy

Consultant

• Act as a Business Execution advisor to leadership
• Lead the strategy and resolution of complex challenges related to Business Execution
• Provide vision and expertise for implementing business solutions
• Lead team meetings and facilitate decision making
• Manage schedule of activities and develop reporting

Senior Lead Business Execution Consultant

• Drive strategic execution of credit card initiatives, ensuring alignment with business priorities
• Analyze market trends and deliver actionable insights on industry, customer segments, pricing, and profitability
• Assist in shaping product, credit, and marketing strategies responsive to macroeconomic conditions
• Evaluate product features, credit policies, and marketing programs to improve positioning and performance
• Partner with cross-functional teams to deliver high-quality outcomes
• Contribute to strategies that simplify product features and enhance customer experience
• Ensure compliance and regulatory standards are met across all initiatives
• Build influence through collaboration and develop expertise in credit card strategy

Senior Product Manager, Branded Card Strategy

Operations

• Partner with group managers to design and implement strategic data to meet group or company goals
• Perform complex statistical analysis and applies analysis to initiatives that support business strategies
• Process broad based technical and business knowledge to anticipate emerging issues
• Recommend subsequent strategies and business directions
• Manage or participate on large cross group projects
• Make decisions on matters with some financial impact and risk
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

Senior Operations Specialist – Cash Management

• Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of the business;
• This includes coaching bankers to engage customers to understand their needs and work proactively to build relationships and help customers succeed financially
• Resolve low to moderately complex issues regarding the customer and employee experience, risk, and growth of the team and the business to meet Branch Network business objectives
• Identify opportunities for making banking easier for customers through education and demonstration of available digital options to support adoption and customer convenience
• Lead the branch while engaging stakeholders, peers, and internal partners in collaborating and building strong partnerships to deliver a customer-centric experience
• Mentor and guide talent development of direct reports and assist in hiring talent

Financial Planning and Analysis

• Maintaining and expanding existing relationships;
• Sourcing of new transactions across the FFG product suite;
• Creating and delivering of marketing pitchbooks;
• Partnering with FFG’s Fund Solutions platform for NAV and Structured Product transactions as well as Syndications for transaction distribution;
• Structuring and negotiating of term sheets;
• Working with clients to understand financing needs and provide tailored solutions;
• Driving the legal documentation process for new originations as well as the oversight for amendments (extensions, upsizes etc.);
• Oversight of the credit underwriting and approval process;
• Leading due diligence meetings and various client interactions related to new and existing transactions;
• Management/Mentoring of deal teams in all aspects of deal origination and ongoing portfolio management;

Senior Counsel – Senior AVP, Structured Products

Branch Manager

Branch Manager

Lead Product Manager, Branded Card Strategy

Senior Lead Business Execution Consultant

Senior Product Manager, Branded Card Strategy

Senior Operations Specialist – Cash Management

Branch Manager

Executive Director – Fund Finance