Will Sterken
- Role
- Senior Business Execution Consultant at Wells Fargo
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Experience
Senior Business Execution Consultant
Aug 2022 — Present
Lead Customer Remediation cases from the initial planning phase to the closing validation and monitoring phase supporting multiple lines of businesses. Ensure efficiency, quality, cost effectiveness of solutions, and pipeline management in relation to assigned remediation cases. Assist in the planning, implementation and execution of a variety of programs and initiatives including risk mitigation, regulatory requirements, and customer experience. Collaborate and consult with team leaders in developing project plans, policies, and procedures.
Skills
- Employee Benefits
- Financial Services
- Management
- Investments
- Microsoft Office
- Finance
- Series 63
- Mutual Funds
- Leadership
- Asset Allocation
- Small Business
- Portfolio Management
- Retirement
- Microsoft Excel
- Wealth Management
- Customer Service
- Crm
- Series 7
- Insurance
- Financial Analysis
- Retirement Planning
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.