Experience

Yates

• United States
• Insurance
• 1 - 100 Employee

• Marketing Specialist

  • Aug 2021 - Present



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Vice President, Senior Operational Controls Consultant

  • Nov 2016 - Jul 2021

• Vice President, Operations And Systems Manager

  • Sep 2013 - Nov 2016

• Marketing Consultant

  • Nov 2012 - Sep 2013

  Product, Vendor Management with focus on Operations

• Market Growth Development Consultant

  • Dec 2009 - Oct 2012

  Developed and implemented product strategy with Wells Fargo Customer Connection.

• Product Manager

  • Jan 2009 - Nov 2009

  Supported personal insurance products migrating from Wachovia to Wells Fargo.



Wachovia Insurance Services

• Marketing and Operations Manager, VP

  • Jan 2005 - Dec 2008

  Managed sales call center providing personal insurance and business owner products to Bank Customers and Team Members. (Wachovia acquired by Wells Fargo December 2008) Managed sales call center providing personal insurance and business owner products to Bank Customers and Team Members. (Wachovia acquired by Wells Fargo December 2008)



Palmer & Cay, Inc.

• Marketing & Operations Manager, VP

  • Jan 1985 - Dec 2004

  Responsible for two profit centers supporting personal insurance and business owner insurance products. (Palmer & Cay acquired by Wachovia January 2005) Responsible for two profit centers supporting personal insurance and business owner insurance products. (Palmer & Cay acquired by Wachovia January 2005)



John D. Carswell Company

• Account Manager, Insurance Agent

  • Sep 1980 - Dec 1984

  Responsible for a dedicated book of business, providing sales and service support. (John D. Carswell Co. was acquired by Palmer & Cay, Inc. January 1985)September 1980 – December 1984 Responsible for a dedicated book of business, providing sales and service support. (John D. Carswell Co. was acquired by Palmer & Cay, Inc. January 1985)September 1980 – December 1984