Dawn Rohde
Senior Operations & Organizational Change Executive
- Role
- Executive Director-head of Brokerage Field Services at Wells Fargo
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Dawn Rohde
Senior operations executive with a proven track record leading organizational change and driving operational excellence. Skilled at building and leading high-performing teams through the difficult work of redesigning processes and driving efficiency within the operations of the company. Thrives in highly collaborative environments where strong emotional intelligence fosters successful work with diverse stakeholders. A strategic leader who fosters and grows a true continuous improvement mindset that solves complex problems, delivers strong solutions and drives positive outcomes for the company.Top 3 Strengths:* Strategic Leader with High Emotional Intelligence* Identify & Grow Top Talent* Cultivate Continuous Improvement MindsetTop Accomplishments:• Designed and formalized the service model for an underperforming business line within a large financial services corporation with no added operating expenses. Required successfully identifying talent, developing roles, building processes and securing support for the effort.• Built and managed a “fee for advice” advisory platform, including financial planning software deployment. Achieved strategic goals in increasing adoption of the platform and revenue generation.• Authored and executed a comprehensive transition and training model for new financial advisors in a large financial services corporation. Secured approval from senior leaders for the endeavor and developed the teams to support the new strategy.• Identified firm-wide areas of responsibility for all divisions and led the development of complete Internal Controls and Testing processes for the firm. Required identifying responsibilities, documenting written procedures (internal and external), developing controls for each division, identifying procedural gaps, initiating new processes, and developing ongoing testing procedures to ensure internal controls are in place and working.
Experience
Executive Director-head of Brokerage Field Services
Nov 2023 — Present · US
Lead operational call centers, both international and domestic, to educate and empower financial advisors and front office staff.
Education
Washington University in St. Louis
Bachelor’s Degree, Journalism, Political Science
2008 — 2017
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