Jackie O.
Executive Director, Strategy at Wells Fargo
- Role
- Strategy Consultant at Wells Fargo
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Jackie O.
A great week for me looks like: • Synthesizing data from multiple sources to…
Experience
Strategy Consultant
Jan 2018 — Present
Chief Administrative Office, Business Accountability• Prepare Consumer Bank for changes to Community Reinvestment Act due to regulatory reform• Lead development of new business strategies as part of Dodd-Frank Section 1071 implementationGrowth & Engagement Strategy• Developed initiatives to increase customer engagement across business lines• Analyzed customer data to identify marketing and product opportunitiesEnterprise Customer Experience (CX)• Identified CX improvement opportunities and presented findings to senior leaders• Analyzed customer feedback to understand the impact of COVID-19 on experience• Designed and tested enhancements to the Medallia platform to improve usability• Managed Net Promoter System (NPS) training program and shared best practices across lines of businessCorporate Strategy• Planned work streams for branch transformation initiative and coordinated execution• Drove deposit growth in wealth management through product and process changes• Recommended responses to big tech\'s expansion in financial services• Created a presentation for the Board of Directors on the bank’s technology strategy• Partnered with finance leaders to develop finance function overview for incoming CEO
Education
Bard College
Associate of Arts - AA
Harvey Mudd College
Bachelor of Science - BS
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