• Built and deploy cross-functional strategy playbooks by integrating agile methodologies and senior leadership feedback, streamlining $100M+ in weekly investment banking deal execution and aligning KPIs across industry teams, enhancing organizational agility
• Manage strategic communications on cross-functional projects, driving alignment across business units and improving operational synergy, leading to a 20% increase in timely client deliverables that improve additional transaction pipelines
• Aligned strategic goals with operational execution by partnering with 18 executives, facilitating workshops, and establishing clear KPIs, leading to a 20% improvement in transaction closure times
• Orchestrate Wells Fargo's digital transformation roadmap across Corporate & Investment Banking, partnering with technology teams to implement cloud
migration strategy that reduced infrastructure costs by $12M annually while improving system reliability by 40%

• Influenced senior leadership and stakeholders to shift organizational priorities and objectives by aligning 32 team strategies with $12bn+ in new business initiatives and goals across the firm
• Deployed go-to-market strategies for content campaigns in partnership with divisional business leaders, embedding revenue priorities while measuring impression success, to drive an incremental 10%+ awareness of core services products in emerging industries that expand industry wallet share
• Program managed a digital transformation initiative for the online banking business from inception to execution, with deliverables including an interface
redesign and tracking of web+app usage metrics, leading to a successful outcome of 24% increase in deposited assets in one year
• Led global team of 40+ analysts, associates and junior vice presidents in developing training, reskilling programs, and mapping individuals to roles in
partnership with HR to support organizational transformation

• Assessed $70+ billion of M&A and strategic advisory mandates, along with $190+ billion of equity and debt financing mandates across metals & mining, oil & gas, renewable energy, and chemical sectors
• Performed technical valuation analyses for 11+ M&A transactions by conducting discounted cash flow, merger consequence, accretion/dilution, leveraged buyout, and precedent transactions modeling
• Analyzed client financial statements and projections; created financial models for mergers, restructurings, activism situations, buyouts, divestitures, and
financing alternatives; developed industry comparable analyses; and drafted fairness opinions and board presentations
• Conducted buyer outreach and supported negotiations on sell-side mandates by identifying potential buyers and facilitating discussions, helping clients maximize valuation amid market volatility
• Led M&A deal execution though the life-cycle of the transaction; conducted due diligence