Kali M.

About Kali M.

Crisp and creative, Kali is an experienced business strategist specializing in financial services. She is a goal-driven competitor, delivering business outcomes via forward-thinking strategy and planning. She is also a spirited communicator with a knack for bold branding, compelling storytelling & an eye for what is next. A consummate professional, Kali exudes an unparalleled executive presence and an optimistic, team-first attitude that aligns teams and delivers results.

Experience

1. Executive Director, Technology Service and Policy Strategy and Adoption

   Wells Fargo

   Sep 2024 — Present · Raleigh, NC, US

   Strategic Vision & Roadmap Development: spearheads OKR setting and AI roadmapping for IT Services, aligning strategy with market trends and customer insights; achieved 100%+ OKR attainment across 4 business units.Experience Optimization: leads customer journey mapping and effort surveys (CES) across 9 product areas, eliminating friction and boosting CES from 3.3 to 4.4, increasing user satisfaction and reducing service costs.Business Planning & Performance Management: directs annual and multi-year planning, restructuring teams and optimizing budgets to drive 10% reduction in operational expenses while sustaining delivery and growth.Leadership Engagement & Organizational Alignment: orchestrates multi-department executive offsites, town halls, talent programs, and enterprise engagement events, aligning thousands of Wells Fargo Technology employees to strategic priorities and improving employee satisfaction scores by +2 points.Executive Advisory: provides C-level executives and regulators with data-driven insights, engaging presentations and digestible frameworks, influencing business investments and policy decisions that improved technology risk and stability—contributing to June 2025 Asset Cap removal.Change Management & Communication: drives enterprise adoption of new platforms (e.g, xMatters) through clear messaging, multi-platform communications and white-glove executive service, achieving 95%+ adoption within 90 days and establishing a gold-standard change management model.

Education

• The University of North Carolina at Chapel Hill

  Bachelor of Arts (B.A.), Mass Communication and Media Studies

• UNC Kenan-Flagler Business School

  Certificate, Business Administration and Management

• North Carolina State University

  Executive MBA, Business Administration

Skills

• Marketing
• Adobe Creative Suite
• Customer Service
• Communication
• Channel Relationship Management
• Account Management
• Branding & Identity
• Microsoft Office
• Sales
• Salesforce.com
• Event Planning
• Channel Partner Development
• Go-to-Market Strategy
• Selling
• Networking
• Public Speaking
• Customer Relationship Management (Crm)
• Interviewing
• Social Media
• Editing
• Microsoft Word
• Advertising
• Conducting Interviews
• Crm
• Time Management
• Event Management
• Partner Management
• Public Relations
• Media Relations
• News Writing
• Teamwork
• Social Media Marketing
• Powerpoint
• Microsoft Excel
• Building Relationships
• B2b
• Fundraising
• SEO
• Blogging
• Product Marketing