Matthew Coelho

Strategy Director @Wells Fargo

Miami, FL, US
MOBILE NUMBERS
+16•••••••84

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WORK HISTORY

Sep 2025 — Present

Strategy Director @Wells Fargo

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Define & execute enterprise Financial Crimes (BSA/AML) data strategy, aligning data governance, architecture and security with institutional & regulatory objectives.• Serve as executive sponsor for BSA/AML data architecture, partnering with technology leadership to ensure alignment with enterprise data strategy & future-state operating models.• Lead modernization & scaling of the Financial Crimes data ecosystem to enable future-ready, enterprise data management and advanced analytics & AI capabilities.• Oversee translation of complex regulatory and business requirements into secure, scalable backend data solutions.• Collaborate with domain leads and technical platform owners to oversee that business requirements are translated with enhanced data security & privacy.• Direct multiple business execution & transformation initiatives, delivering long-term strategies, policies, & process advancements across cross-functional stakeholders.• Shape enterprise policies & procedures to support fundamental transformation of data, operating models & cultural behaviors.• Oversee global client reference data operational team while focusing on talent development, long-term organizational capabilities, and risk mitigation.• Drive down operating costs by streamlining processes, introducing automation, and recognizing efficiencies.

EDUCATION

N/A

Boston College Carroll School of Management

Bachelor of Science (B.S.), Business Administration and Management, General

SKILLS

Business Continuity PlanningCompliance TestingRegulatory RequirementsFinancial ServicesCrmVendor ManagementNew Product Roll OutEquitiesOperational RiskDodd-FrankTechnology Change ManagementProgram ManagementProject ManagementRegulatory ComplianceManagementInvestmentsLeadershipFixed IncomeOperations ManagementLine Management

ABOUT MATTHEW COELHO

Financial services executive with a strategic mindset and a proven record of delivering transformation at global investment banks. Execution & delivery focused high performer who possesses strong client service and people management skills. Hands-on leader & self-starter with proven analytical, problem solving, product management, and organizational change abilities.

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