Amie Boggeman
Saint Louis
Summary
Results-driven professional with extensive experience at Wells Fargo Advisors, excelling in project planning and cross-functional collaboration. Proven track record in enhancing operational efficiency and compliance through technical analysis and strategic insights. Adept at leveraging online functionalities to improve client experiences while managing multiple projects effectively.
Overview
8
8
years of professional experience
Work History
Securities Operations Specialist | AVP
Wells Fargo Advisors
Saint Louis
09.2021 - 06.2025
- Developed and maintained daily metrics for Cost Basis, Tax Reporting, and Fiduciary Tax teams.
- Updated monthly headcount reports for 150 onshore and offshore tax team members, tracking various metrics.
- Delivered timely control issue updates to audit control teams, ensuring compliance with deadlines.
- Executed ad-hoc projects as requested by management and senior leadership.
- Managed multiple projects simultaneously, ensuring completion within budget constraints.
- Provided operational advice on business development initiatives and organizational changes.
- Collaborated with stakeholders to define project scope, objectives, and deliverables while creating action plans.
Business Analyst - Product Owner
Wells Fargo Advisors
Saint Louis
09.2020 - 04.2021
- Defined project vision and strategic goals through comprehensive workflow analysis with senior leadership.
- Facilitated cross-functional brainstorming sessions to drive effective problem-solving initiatives.
- Identified operational gaps between current and desired future states for targeted improvements.
- Monitored project timelines by effectively tracking milestones and deliverables.
- Provided training on document libraries as SharePoint Administrator, ensuring optimal platform maintenance.
- Acted as point-of-contact for product teams during agile meetings, offering subject matter expertise.
- Leveraged online functionalities to enhance client experience in new business initiatives.
- Evaluated business processes to uncover opportunities for automation and efficiency.
High Risk Monitoring Analyst/Anti-Money Laundering
Wells Fargo Advisors
Saint Louis
03.2019 - 07.2020
- Resolved escalated cases from 11.5 million leaked financial and legal documents, known as Panama Papers.
- Served as Subject Matter Expert for Panama Papers and Paradise Papers projects.
- Compiled client data using Client Link, CPACS, LexisNexis, Beta, SmartStation Actimize, and SVP.
- Identified suspicious activities and summarized findings for senior leadership to mitigate financial risks.
- Conducted research on negative news regarding clients in alerted entities.
- Maintained accurate records of all analytical data collected.
- Audited legal documents to ensure compliance with established policies and procedures.
Business Systems Consultant
Wells Fargo Advisors
Saint Louis
04.2017 - 02.2019
- Conducted thorough research and analysis of data sources to guide claims and disputes resolution for senior leadership.
- Identified vulnerable customers and assessed compliance and operational risks proactively.
- Executed investigations with proprietary software systems, demonstrating technical proficiency.
- Facilitated requirements gathering sessions to pinpoint areas for system improvement.
- Streamlined reporting requirements acquisition for dissemination across business lines and IT teams.
Education
Bachelor of Arts - Media Communications, Minor in Photography
Webster University
Saint Louis, MO12-2015
Skills
- Technical writing and training
- Cross-functional collaboration
- Project planning and tracking
- Client experience optimization
- Operational efficiency
- Risk assessment
- Relationship management
- Time management
- Records management
- Adaptability
- Multitasking
Toolsets
- RSCA (Risk Controls Self-Assessment), Microsoft Office Suite, SharePoint, Client Link, CPACS (Corporate Patriot Act Compliance System), LexisNexis, SmartStation, SVP (Store Vision Platform), CRM (Client Relationship Management), PowerPoint, Deltek Vision, Vendor Management, KANBAN, Workday, PeopleSoft.
Timeline
Securities Operations Specialist | AVP
Wells Fargo Advisors
09.2021 - 06.2025
Business Analyst - Product Owner
Wells Fargo Advisors
09.2020 - 04.2021
High Risk Monitoring Analyst/Anti-Money Laundering
Wells Fargo Advisors
03.2019 - 07.2020
Business Systems Consultant
Wells Fargo Advisors
04.2017 - 02.2019
Bachelor of Arts - Media Communications, Minor in Photography
Webster University
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