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Manager, Strategic Initiatives
GTM and Revenue Operations leader at Chevron Federal Credit Union who launched a lending channel that funded $83MM in its first year.
United StatesManager, Strategic Initiatives at Chevron Federal Credit Union
Acting as an internal consultant, lead cross-functional corporate and business line initiatives, providing strategic planning and building core product, service, and operational capabilities to position the organization for growth.
AI TransformationWorkflow DesignStakeholder WorkshopsDiscoveryProcess Mapping
Recruited by COO to enhance sales and compensation strategies for a B2B start-up PACE fintech company. Led sales programs, campaigns, training, pricing structures, and reporting.
Sales OperationsCompensation DesignPricing StrategyTrainingReportingCross functional Leadership
Engaged by the national sales manager in a chief-of-staff capacity to make the mortgage banker field sales force more competitive and efficient. Managed a team of up to 6, including managers; oversaw sales programs, compensation plans, training, and systems integration.
Sales OperationsTerritory PlanningCapacity PlanningCompensation PlansTrainingSystems IntegrationsTeam Management
Selected as the first regional sales and marketing manager, overseeing marketing initiatives for 183 retail branches (20% of Citibank's total branch footprint). Developed and executed a training and communications program for 1,500 branch staff; increased cross-sell volume from 60% to 110% in 6 months, moving the division from last place to second.
Sales ManagementMarketing ManagementTrainingCommunication SkillsCross SellingBranch Operations
Handpicked by the COO to overhaul financial-education and asset-building strategic initiatives to improve economic outcomes in underserved communities worldwide. Allocated $20MM in grants and investments annually; collaborated with domestic and international NGOs, government organizations, and businesses on high-impact programs.
Program ManagementAllocationFinancial EducationStakeholder CollaborationThought Leadership
Led strategic sales and marketing programs for 'Citi at Work,' a corporate-partnership platform generating $10MM in annual revenue; managed customer pricing, branding, collateral, and onboarding systems. Increased product cross-sell 25% in the first year; product/service bundle comprised 10% of all new consumer households.
Sales StrategyMarketing StrategyPricingBrandingOnboardingCross SellingRevenue Growth
Selected to launch a global Office of Financial Education, a $200MM Citi commitment to improve financial security for underserved communities worldwide.
Corporate AffairsFinancial EducationProgram LaunchGlobal Initiatives
Managed national community relations initiatives for Citi.
Community RelationsProgram Management
Developed and executed community relations initiatives for regulatory and branding purposes.
MarketingCommunity RelationsRegulatory ComplianceBranding
Professional Certificate in Global Affairs from New York University, completed in 2007.
Professional Certificate in Global Affairs from New York University, completed in 2007.
Bachelor of Arts in Philosophy from Loyola Marymount University, completed in 1995.
Bachelor of Arts in Philosophy from Loyola Marymount University, completed in 1995.
Coursework in Marketing Analytics, Strategic Marketing, Marketing Research, Corporate Finance, and Statistics.