Results-focused people advocate with vast experience in Financial Services. Targets growth through building diverse teams and focusing on a format of listening to clients for best outcomes. Passionate about financial knowledge and financial success for all under represented communities.
Skills
Strategic Industry partnership development
Team building, M&A
Recruiting and hiring, focused on connections
Process improvement
Strategic growth
Employee engagement
Education and Training
University of San FranciscoSan Francisco, CAExpected in 05/2023 – –MBA:School of Management - GPA:
University of WashingtonSeattle, WAExpected in – –Pacific Coast Banking School:Finance - GPA:
Toulouse Lautrec School of ArtLima, Peru, Expected in – –Bachelor of Arts:Art History - GPA:
Certifications
Series 7, 9, 10 and 66 Licenses
CA Life & Health Insurance License
Native Spanish Speaker
Experience
Self-employeed - Fintech Consultant City, STATE, 12/2020 - Current
Suggest product offerings and technology upgrades to startups to improve overall effectiveness.
Assisted on recruitment of key employees and board members.
Monitor and provide expert knowledge on testing and compliance concerns to exceed regulatory expectations.
Network with industry leaders and investigate partnerships to increase opportunities for acquisitions and joint offerings.
JP Morgan Chase - Managing Director of Banking and Wealth City, STATE, 03/2018 - 12/2020
Responsible for overall growth performance of strategic marketplace.
Encouraged work environment conducive to development of high performing diverse teams by inspiring innovation and partnership in all Customer Engagement deliverables. Outcome: Had 3 direct reports promoted to Managing Director roles in 2 years.
Revitalized client engagement routines to include cultural/geographic relevance. Engaged NY based Portfolio Managers and analysts to host clients on rotating schedule Outcome: Advisor acumen and loyalty to the firm increased significantly (turnover decreased by 50%), The Bay Area had the highest deposit market share gain in the country in 2019 in excess of $10b,
Instituted talent council to shape recruitment, education and career advancement for Advisors and branch manager. Outcome: Exceeded all expectations of diverse recruitment and advancement. Nationally highlighted team for Female career mapping into Wealth Management roles.
Bank Of America - Senior Strategy Executive , STATE, 02/2009 - 03/2018
Responsible for growth in key California regions
Initiated local monthly Client listening sessions aimed at bringing forward all enterprise capabilities. Focused on community partnerships Outcome: Redesign collaborations in credit and investment products to accommodate a larger pool of clients.
Partnered with dozens of community organizations to facilitate financial education, consulted with workforce development non-profits to establish pipelines of diverse talent. Outcome: Deep pipeline of job candidates with preferred language skills, diversity and customized job training.
Established Regional Councils throughout California to maximize our partnerships with local government and external partners Outcome: Amplified access to pools of clients with preferred vendor status at key companies.
Implemented technology deployments to enhance client experience. Worked with segments of clients to build wins. Outcome: Significantly reduced line wait with education of mobile capabilities, enhanced ATM credit payment hours to avoid client late fees. Partnered with large employers and city governments to switch to ACH direct deposits of payroll and benefits.
Accomplishments
ALPFA (Association of Latino Professionals for America) mentor.
San Francisco Times Most influential Woman in business 2020 (JP Morgan Chase).
San Francisco Times Most influential Woman in business 2016 (Bank of America).
Sponsoring Executive for Hispanic, Female, LGBTQ employee network groups in California. Key integration partner for all LGBTQ engagement in San Francisco, and Advancing Black pathways in California.
Working Mother Magazine honoree 2011 (Bank of America)
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