Todd Jeffrey
Financial Services Customer Analytics Manager
- Role
- Senior Analytics Manger, Diverse Segments, Representation and Inclusion at Wells Fargo
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Todd Jeffrey
Results-driven Customer Analytics Manager with over 15 years of experience in financial services, recognized for translating complex data into strategic business recommendations. Demonstrated proven leadership in guiding cross-functional teams, mentoring analysts, and influencing stakeholders to drive customer acquisition, retention, and profitability through advanced analytics and data visualization. Highly skilled in leveraging analytical tools such as SQL, Tableau, Power BI and A.I. to deliver actionable insights and develop tools that consistently improve customer revenue and exceed business targets. Expertise includes customer segmentation, strategic planning and storytelling, with a strong record of increasing retention and profitability through data-driven strategies. Adept at communicating technical findings in clear, actionable terms for both technical and non-technical audiences, and committed to delivering quantifiable business impact through innovative analytics solutions.
Experience
Senior Analytics Manger, Diverse Segments, Representation and Inclusion
Jun 2022 — Present · Charlotte, NC, US
Manage team of five Analytical Consultants providing insights and information driving Wells Fargo Diverse Segment customer strategy.•Launched Diverse Segments dashboards for CSBB, WIM, CB and CIB establishing self-service baseline trends and reducing ad hoc requests by 35%.•Manage Operational framework analytics, establishing and tracking LOB Diverse Segment OKR client growth targets.•Execute ad hoc analysis incorporating internal behavioral data, voice of customer and external third-party data identifying key areas of opportunity and initiative performance.
Education
Clemson University
Master of Business Administration - MBA, Business Administration and Management, General
Ohio University
Bachelor's degree, Finance
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