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Wilson d'souza resume

Wilson D'souza
Wilson D'souza
Wilson D'souzaMarketing Operations at Bank of America

Management: Strategic Planning and Management • Marketing Operations. Needs Analysis • Recommendation Proposal Delivery • Organizational Improvisation • Business Consulting • Staff Utilization Client Retention: Customer Relationship Management • Disaster Recovery Solutions IT Solutions: Cloud Computing Integration • Integration and Optimization • Project Management Office

Wilson d'souza resume

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Wilson D’Souza
wilson13@hotmail.com 650.968.4841
	
  
	
  
Sr. EXECUTIVE IMARKETING OPERATIONS I ENTERPRISE INTEGRATION
	
  
PROFESSIONAL PROFILE
	
  
	
  
Results-oriented Technology | Business leader in Financial & High Tech Industries pioneering and
managing complex solution designs including cloud-based applications. Leverage twenty years of
requirements and infrastructure analysis expertise to drive business development and retention to
customer-focused success.
• Provide leadership vision enterprise-wide via decisive and insightful executive leadership,
guiding daily operations and policy implementation through strategic thinking and decision-
making.
• Known for seamlessly coordinating and collaborating with internal organizations and third-party
partners.
• Build and lead high-performance teams to manage, implement and streamline complex designs.
• Foster virtual team collaboration using relationship building and communications improvement.
• Spearhead project delivery within tight timeframes, using cutting-edge methodologies &
solutions.
CORE COMPETENCIES
	
  
Management: Strategic Planning and Management • Needs Analysis • Recommendation Proposal
Delivery • Organizational Improvisation • Business Consulting • Staff Utilization
Client Retention: Customer Relationship Management • Disaster Recovery Solutions
IT Solutions: Cloud Computing Integration • Integration and Optimization • Project Management Office
	
  
	
  
TECHNOLOGY LEADERSHIP
	
  
	
  
Management Consultant: Program Manager 2008 - Present
ü Bank of America (BofA) – Global Wealth Management (GWIM)
2011 – Aug 2015, 2016 - Present
BofA is an American Multinational banking and financial services corporation. It is the second largest bank holding company in the
United States by Assets.
Marketing Operations & Fulfillment
Hired to ensure Consumer banking Marketing fulfillment teams facilitate organization goals in generating
net new money (NNM) targets. Leverage enterprise-wide infrastructure and team strategy into efficient
alignment with core business priorities.
• Manage six-person team instrumental in evangelizing the vision and roadmap for campaign
management services. Accountable for leading multidisciplinary and multi-departmental strategic and
quality initiatives.
• Annually delivered 50M+ customized client touches across phone, e-mail, direct mail and web
channels while generating NNM (Net New Money) of $168M using CRM technologies. Coordinated
Enterprise Program Scorecard, Project Portfolio and analytics that improved KPI’s.
• Led initiatives to create a 360-degree view of the customer using Agile methodologies, “inspect-and-
adapt” approach reducing both development costs and time to market in order to create profiles of
clients and prospects and integrate all related information about the customer
Wilson D’Souza
wilson13@hotmail.com 650.968.4841
• Business owner of Enterprise software supporting over 30,000 Financial Advisors, and Client
Associates.
	
  
ü RIMINI STREET, Pleasanton, CA 2015-2016
US-based global company, providing independent enterprise software support services.
Principle Client Engagement Platform
Pioneered engineering solutions featuring best-of-breed technology for Rimini’s 500 client
companies. Maintained subject matter expertise in building and delivering client engagement
platform for service delivery teams. Spearheaded focus on relevant technology implementation
comprehension, with supporting tools from diverse application and client partners.
• Managed 15-person team inclusive of development leads, Business Analysts and Architects while
reporting to Sr. Director Enterprise Solution.
• Successfully built and deployed client engagement platform, which is responsible for
supporting operational excellence and day-to-day service delivery, needs of 12,000 users.
• Developed solution roadmaps for diverse environments and architectures.Consulted on strategy
and infrastructure practices. Improved client service benchmarks collaborating with product
management.
	
  
ü Verisign 2008 to 2010
US-based global company that operates a diverse array of network infrastructure.
Lead - Project Management Office (PMO)
• Led programs to develop worldwide strategy and delivery mechanism. Responsible for managing and
execution of firms overall CRM platform specifically Sales and Marketing in line with the organizations
key performance indicators namely PMO metrics and ROI.
• Responsible for managing and administrating $3M program budget. Key point man, working with
vendor relationship in delivering word class solution to meet customer needs
	
  
Merrill Lynch, Pennington NJ 2006 to 2008
Wealth Management division of Bank of America, employs 15,000 Financial Advisors and manages $2.2 in client Assets
Vice President, Client	
  Interactive	
  Technologies
• Principle Owner of overall Merrill Lynch CRM technology supporting global Call Center
Advisors. Responsibilities included direct marketing and sales technology platform that includes
Sales force Wealth Management, Siebel Call Center, Siebel Marketing, Unica, Portrait
Interaction Optimizer and Exact Target e-mail.
• Managed strategy and implementation for multi-channel marketing and sales programs to attract
and onboard new clients, deepen existing relationships and retain customers.
• Championed implementation of real-time offer engine that provides sophisticated rules-based call
routing and prioritized recommended interactions to agents in multiple call centers. The platform
tripled offer rates and doubled revenue for retirement asset retention programs and improved
brokerage client attrition by 15%.
	
  
	
  
Oracle	
  |	
  Siebel	
  Systems	
  	
   	
   	
   	
   	
   	
   	
   1998 to 2006
Oracle Corporation is multinational computer Technology Company specializing in database; cloud engineered systems and
enterprise software products.
Sr. Principle, Professional Services
• Responsible for the establishment of the professional services group within the Silicon Valley
(CA) and later in the northeast region. Key accomplishments include managing worldwide
implementations at 20+ customers, which included 100+ resources across various project life
cycles.
Wilson D’Souza
wilson13@hotmail.com 650.968.4841
• Successfully worked with sales and marketing teams, from pre-sales to signoff. Consistently
recognized by executive management in helping close upwards of $10M sales and service deals.
• Awarded Siebel CEO Circle Award for Exceptional Performance in 2005.
• Established global implementations with great success, large clientele base and forward thinking
objectives.
EDUCATION
	
  
	
  
MBA, Henley Master of Business Administration, University of Reading (UK) 2010
Diploma Mechanical Eng., Fr. Agnel (Mumbai, India) 1994
	
  

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Wilson d'souza resume

  • 1. Wilson D’Souza wilson13@hotmail.com 650.968.4841     Sr. EXECUTIVE IMARKETING OPERATIONS I ENTERPRISE INTEGRATION   PROFESSIONAL PROFILE     Results-oriented Technology | Business leader in Financial & High Tech Industries pioneering and managing complex solution designs including cloud-based applications. Leverage twenty years of requirements and infrastructure analysis expertise to drive business development and retention to customer-focused success. • Provide leadership vision enterprise-wide via decisive and insightful executive leadership, guiding daily operations and policy implementation through strategic thinking and decision- making. • Known for seamlessly coordinating and collaborating with internal organizations and third-party partners. • Build and lead high-performance teams to manage, implement and streamline complex designs. • Foster virtual team collaboration using relationship building and communications improvement. • Spearhead project delivery within tight timeframes, using cutting-edge methodologies & solutions. CORE COMPETENCIES   Management: Strategic Planning and Management • Needs Analysis • Recommendation Proposal Delivery • Organizational Improvisation • Business Consulting • Staff Utilization Client Retention: Customer Relationship Management • Disaster Recovery Solutions IT Solutions: Cloud Computing Integration • Integration and Optimization • Project Management Office     TECHNOLOGY LEADERSHIP     Management Consultant: Program Manager 2008 - Present ü Bank of America (BofA) – Global Wealth Management (GWIM) 2011 – Aug 2015, 2016 - Present BofA is an American Multinational banking and financial services corporation. It is the second largest bank holding company in the United States by Assets. Marketing Operations & Fulfillment Hired to ensure Consumer banking Marketing fulfillment teams facilitate organization goals in generating net new money (NNM) targets. Leverage enterprise-wide infrastructure and team strategy into efficient alignment with core business priorities. • Manage six-person team instrumental in evangelizing the vision and roadmap for campaign management services. Accountable for leading multidisciplinary and multi-departmental strategic and quality initiatives. • Annually delivered 50M+ customized client touches across phone, e-mail, direct mail and web channels while generating NNM (Net New Money) of $168M using CRM technologies. Coordinated Enterprise Program Scorecard, Project Portfolio and analytics that improved KPI’s. • Led initiatives to create a 360-degree view of the customer using Agile methodologies, “inspect-and- adapt” approach reducing both development costs and time to market in order to create profiles of clients and prospects and integrate all related information about the customer
  • 2. Wilson D’Souza wilson13@hotmail.com 650.968.4841 • Business owner of Enterprise software supporting over 30,000 Financial Advisors, and Client Associates.   ü RIMINI STREET, Pleasanton, CA 2015-2016 US-based global company, providing independent enterprise software support services. Principle Client Engagement Platform Pioneered engineering solutions featuring best-of-breed technology for Rimini’s 500 client companies. Maintained subject matter expertise in building and delivering client engagement platform for service delivery teams. Spearheaded focus on relevant technology implementation comprehension, with supporting tools from diverse application and client partners. • Managed 15-person team inclusive of development leads, Business Analysts and Architects while reporting to Sr. Director Enterprise Solution. • Successfully built and deployed client engagement platform, which is responsible for supporting operational excellence and day-to-day service delivery, needs of 12,000 users. • Developed solution roadmaps for diverse environments and architectures.Consulted on strategy and infrastructure practices. Improved client service benchmarks collaborating with product management.   ü Verisign 2008 to 2010 US-based global company that operates a diverse array of network infrastructure. Lead - Project Management Office (PMO) • Led programs to develop worldwide strategy and delivery mechanism. Responsible for managing and execution of firms overall CRM platform specifically Sales and Marketing in line with the organizations key performance indicators namely PMO metrics and ROI. • Responsible for managing and administrating $3M program budget. Key point man, working with vendor relationship in delivering word class solution to meet customer needs   Merrill Lynch, Pennington NJ 2006 to 2008 Wealth Management division of Bank of America, employs 15,000 Financial Advisors and manages $2.2 in client Assets Vice President, Client  Interactive  Technologies • Principle Owner of overall Merrill Lynch CRM technology supporting global Call Center Advisors. Responsibilities included direct marketing and sales technology platform that includes Sales force Wealth Management, Siebel Call Center, Siebel Marketing, Unica, Portrait Interaction Optimizer and Exact Target e-mail. • Managed strategy and implementation for multi-channel marketing and sales programs to attract and onboard new clients, deepen existing relationships and retain customers. • Championed implementation of real-time offer engine that provides sophisticated rules-based call routing and prioritized recommended interactions to agents in multiple call centers. The platform tripled offer rates and doubled revenue for retirement asset retention programs and improved brokerage client attrition by 15%.     Oracle  |  Siebel  Systems                 1998 to 2006 Oracle Corporation is multinational computer Technology Company specializing in database; cloud engineered systems and enterprise software products. Sr. Principle, Professional Services • Responsible for the establishment of the professional services group within the Silicon Valley (CA) and later in the northeast region. Key accomplishments include managing worldwide implementations at 20+ customers, which included 100+ resources across various project life cycles.
  • 3. Wilson D’Souza wilson13@hotmail.com 650.968.4841 • Successfully worked with sales and marketing teams, from pre-sales to signoff. Consistently recognized by executive management in helping close upwards of $10M sales and service deals. • Awarded Siebel CEO Circle Award for Exceptional Performance in 2005. • Established global implementations with great success, large clientele base and forward thinking objectives. EDUCATION     MBA, Henley Master of Business Administration, University of Reading (UK) 2010 Diploma Mechanical Eng., Fr. Agnel (Mumbai, India) 1994