Michael Berrios

About Michael Berrios

I’m a strategic finance and product operations leader with a track record of bringing structure and coherence to complex, highly matrixed organizations. My work sits at the intersection of investment planning, portfolio management, and executive storytelling—helping senior leaders make clear decisions in environments where systems don’t always talk and narratives aren’t always aligned.Over my career, I’ve partnered closely with executives across Finance, Product, Technology, and HR to translate detailed analysis into decision-ready narratives, particularly in high-visibility moments such as investment planning cycles, executive governance routines, and earnings-related communications.Currently, I serve as an Executive Director in Product Strategy & Operations, supporting enterprise-wide HR initiatives by setting standards for portfolio monitoring, investment planning, and executive-level reporting across a broad product landscape. I’m often pulled in to help organizations up-level how they communicate—ensuring leaders are aligned, prepared, and positioned effectively at the executive table.I’m most energized by roles where I can bring clarity to ambiguity, improve how organizations operate, and help leadership teams put their best foot forward.

Experience

1. Executive Director, Product Strategy & Operations

   Wells Fargo

   Nov 2024 — Present · Charlotte, NC, US

   Serve as the strategic lead across enterprise-wide HR products, establishing structure, clarity, and executive readiness for a complex, highly matrixed portfolio.Partner with Product, Technology, Finance, and Change Management leaders to translate product-level detail into decision-ready executive narratives used in annual investment planning and ongoing governance.Set standards for portfolio monitoring, operating cadence, and executive reporting to improve leadership visibility into priorities, tradeoffs, and delivery health.Author and standardize executive-level materials—including decks, templates, and dashboards—used by senior leadership to assess investment performance and strategic progress.

Education

• Florida State University

  Bachelor's Degree, Finance

  2012 — 2015

• Queens University of Charlotte

  Master of Science - MS, Talent & Organization Development

  2020 — 2022

Skills

• Pensions
• Financial Planning
• Microsoft Word
• Time Management
• Customer Satisfaction
• Leadership
• Inventory Management
• Management
• Health Insurance
• Customer Service
• Teamwork
• Public Speaking
• Outlook
• Budgets
• Finance
• Strategic Financial Planning
• Merchandising
• Powerpoint
• Microsoft Excel
• Defined Benefit
• Employee Benefits
• Investments
• Retail
• Microsoft Office
• Sales
• Program Management
• Financial Services