Ray G. Redwood, MBA, PMP®, CSM®, CRPC®, CMFC®

Experience

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  TIAA-CREF

  Feb 2000 - Aug 2008

  Responsible for the sales, service and operational success of the ‘Enrollment’ premier client team.Provide leadership and decision making support for specialized ‘Enrollment’ associates within the mass affluent inbound contact center Key Accomplishments: •Championed a structured sales & service model for Emerging Wealth Clients •Co-Led the development of sales & revenue reporting through the Siebel CRM Desktop•Served as business lead for the redesign of associate CORE and ‘Needs Based Sales’ training program Show less Responsible for the implementation of business initiatives for multi-line Planning & Service Center. Coordinated the development and implementation of training programs. Served as an advisory resource on project teams, for new product development, associate desktop mappings, compliance and service delivery capabilitiesKey Accomplishments: •Member of project team charged with the development of the Universal Life and Variable Universal Life Insurance products•Served as business SME for the Seibel CRM contact center user interface design•Nominated for the Chairman’s Award of Excellence Show less

  • Team Manager - National Contact Center - Sales & Enrollments

    Jul 2005 - Aug 2008

  • Segment Intelligence Manager - Market & Business Intelligence

    Jan 2004 - Jun 2005

  • Performance Development Coordinator - Individual Planning & Service Center

    Nov 2001 - Dec 2003

  • Performance Development Consultant - Individual Planning & Service Center

    Feb 2001 - Oct 2001

  • Individual Planning Consultant - Individual Planning & Service Center

    Feb 2000 - Jan 2001
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  Bank of America

  Aug 2008 - Feb 2009

  VP, Process Design - Mass Affluent Preferred Services

  Executed strategic initiatives focused on increasing the financial planning acumen and capabilities of associates in the Affluent segment (assets between $100k and $3MM).

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  Bank of America / Merrill Lynch

  Feb 2009 - Mar 2010

  VP, Process Design - Merrill Lynch - Financial Advisory Integration

  Managed transition initiatives related to the integration of Merrill Lynch holistic planning model for Bank of America customers.Key Accomplishments: •Successfully drove the development and delivery of sales process, desktop applications, and products training in support of the Bank of America to Merrill Lynch customer referrals program

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  Bank of America

  Mar 2010 - Jul 2016

  Developed new online and mobile emerging eCommerce capabilities. Identified new payments product opportunities to accelerate incremental revenue and market share growth.Key Accomplishments:•Designed Dodd-Frank compliant Global Remittance Transfer product•Designed patent pending short term lending product utilizing an experiential underwriting model •Co-Lead Product Innovation ideation program to identify trends within the affluent customer base and new product & service opportunities for emerging technologies Show less

  • Senior eComm Product Consultant

    Jul 2014 - Jul 2016

  • Business Support Manager - Preferred & Small Business Banking

    Oct 2013 - Jun 2014

  • Product Manager - Product Innovation / Digital Banking

    Aug 2012 - Sept 2013

  • VP Process Design - Protection Products & Operations

    Mar 2010 - Aug 2012
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  Wells Fargo

  Jul 2016 - May 2018

  Digital Consultant - Payments, Virtual Solutions & Innovation

  Program Management for Emerging Payments/ Digital Wallet initiatives. Program execution lead for implementation of emerging payments programs with cross functional impacts. Ensured consistent approaches to setting objectives, managing to goals, and driving to successful delivery while recognizing the significance of competing priorities and adjusting as necessary. Key Accomplishment:•Designed and implemented the go-to-market execution process for new product launches.

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  ConnectYourCare

  May 2018 - May 2019

  Senior Director, Financial Services - Product Management & Development

  Innovation lead responsible for the analysis, strategy, design, and launch of new Consumer Directed Healthcare (CDH) products and features. Lead strategic growth initiatives to enhance CYC’s industry-leading CDH platform, website and mobile applications, back office product readiness, and integration with external vendor partners.

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  Wells Fargo

  May 2019 - Mar 2022

  Lead Digital Product Manager, Strategy, Digital & Innovation

  Capability Lead for enterprise “Know Your Customer” Identity Management solution. Develop, communicate and execute product strategy and tactical roadmap, which includes ongoing service enhancements and expansion to new enterprise clients and use cases.Key Accomplishments:•Revamped the underlying architecture to allow for greater flexibility in modifying and updating client orchestration and service rules•Expanded client base beyond Consumer Deposits to include all Consumer & Small Business Banking clients (Consumer Card, Retail Services, Online Banking, Wells Fargo Home Loans, Merchant Services, Dealer Services, Small Business Deposits, Small Business Lending, and Wealth & Investment Management)•Implemented three new vendors services to address gaps in platform performance Show less

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  AuthenticID

  Mar 2022 - Apr 2023

  Vice President, Customer Services

  Design and implementation of the long-term strategy of Customer Solutions, Dynamic Decisioning, and Journey Design teams with a focus on the overall administration, analysis, and rapid deployment of identity verification and fraud prevention services.

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  U.S. Bank

  Apr 2023 - now

  Vice President, Authentication Product Management