Maghan Kuehl

Vice President, Strategy & Execution Leader, Wealth & Investment Management | Wells Fargo

Role: Vice President, Strategy Lead, Wealth & Investment Management at Wells Fargo
Location: Charlotte, NC, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Maghan Kuehl

Strategic and collaborative business leader with 10+ years of experience in strategy development, business execution, client support, and operational leadership within the financial services and retail industries. Experienced in managing complex, multi-stakeholder projects and leading enterprise-wide initiatives that drive process improvements, increase efficiency, reduce risk, and enhance the client experience.

Experience

Vice President, Strategy Lead, Wealth & Investment Management
Wells Fargo
Feb 2024 — Present · Charlotte, NC, US
Spearheaded and supported execution of a strategic initiative to enhance operational efficiency and reduce costs through the expansion of a scalable advisor support model, resulting in significant projected long-term savings.• Redefined Client Associate (CA) strategy by co-leading organization-wide workstreams focused on enhancing development, recognition, and career mobility programs, and operational efficiency. Facilitated listening sessions with front-line managers and support staff to capture critical feedback used to develop business cases for CA experience enhancements.• Partnered with trust services to assess a targeted growth opportunity through new product development, analyzing the addressable market, profitability, and advisor engagement; developed a survey to gauge advisor interest and deliver key insights.• Facilitated market analysis collaborating with senior leadership to evaluate key factors influencing expansion of core wealth and investment management locations, delivered strategic recommendations to support executive decision-making.

Education

University of Wisconsin-Madison
Master of Business Administration - MBA
University of Wisconsin-Madison
Bachelor of Business Administration - BBA

Skills

Hiring
Event Planning
Analysis
Merchandising
Teamwork
Microsoft Word
Interviews
Training
Powerpoint
Customer Service
Retail
Microsoft Office
Sales
Inventory Management
Public Speaking
Time Management
Leadership
Communication
Management
Team Building

Contact information

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Work email
•••••@wellsfargo.com
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Current company

Wells Fargo

Financial Services · 241K employees · San Francisco, California, United States

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through more than 7,300 locations, 12,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in over 40 countries and territories to support customers who conduct business in the global economy. With approximately 250,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 41 on Fortune’s 2022 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories. Relevant military experience is considered for veterans and transitioning service men and women. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.© 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.

wellsfargo.com

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