Sumit Patial Email & Phone Number
Executive Director | Strategic Initiatives and Analytics | Consumer and SB Banking | Data and AI @ Wells Fargo
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Sumit Patial Location
- New York, NY, US
Sumit Patial Work
- Executive Director | Strategic Initiatives and Analytics | Consumer and SB Banking | Data and AI @ (August 2024 - Present)
- Executive Director | Strategic Initiatives and Analytics | Financial Inclusion @ (September 2021 - January 2025)
- Senior Director | Customer Strategy, Analytics and Programs @ (March 2021 - September 2021)
- Director | Customer Strategy, Analytics and Programs @ (April 2019 - March 2021)
- Director of Strategy and Operations @ (March 2018 - April 2019)
- Engagement Manager and Expert - Service Operations and Business Technology Office (BTO) @ (January 2008 - January 2017)
- Assistant Manager, Workflow Management and Operations @ (August 2007 - April 2008)
- Team Lead, BPO Operations and Analytics @ (February 2003 - August 2007)
Sumit Patial Education
- Institute of Management Technology, Ghaziabad
Master of Business Administration - MBA (Business)
- NYU School of Professional Studies
Data Mining (Predictive Analytics, and Big Data | SQL Programming)
Sumit Patial Skills
- Executive Management
- Strategy
- Management Consulting
- Leadership
- Analytics
- Business Process Improvement
- Business Strategy
- Project Management
- Customer Relationship Management (CRM)
- Strategic Planning
- Business Analysis
- Service Delivery
- Shared Services
- Business Process Outsourcing (BPO)
- Consulting
- Change Management
- Performance Management
- Business Transformation
- Program Management
- Continuous Improvement
- Lean Six Sigma
- Strategic Consulting
- Data Analysis
- Business Intelligence
- Vendor Management
- P&L Management
- Operations Management
- Outsourcing
- Offshoring
- Key Performance Indicators
- Data Visualization
- SQL
- Microsoft Power BI
- Microsoft Office
- Visual Basic for Applications (VBA)
- Team Management
- Performance Improvement
- Customer Service Management
- Team Leadership
- Interpersonal Skills
- Service Operations
- Operations
- Lean Transformation
- Zero-based Budgeting
- DAX
- Influence Others
- Social Influence
- Decision-Making
- Critical Thinking
- Sustainable Business Strategies
- Artificial Intelligence for Business
- AI Agent Observability & Evaluation
- AI Agents
- AI Change Management & Adoption
- AI Portfolio Management
- AI Strategy
- AI in Banking & Financial Services
- AI product management
- AIEvals
- AIGovernance
- AITransformation
- Agile
- Arize AI
- Cost Reduction
- Customer Experience
- Customer Journey Analytics
- Customer Segmentation & Targeting
- Customer Segments
- Customer Success
- Data Governance
- Data Science
- Data Strategies
- Data‑Driven Customer Experience (CX)
- DeepLearningAI
- Digital Transformation
- ETL & Orchestration
- EnterpriseAI
- Financial Data Products & Monetization
- Generative AI (LLMs, RAG, Agentic AI)
- Google Cloud AI
- Intelligent Agents
- Large Language Model Operations (LLMOps)
- MultiAgentSystems
- NLP Self‑Serve Analytics
- Next Best Action (NBA) Analytics
- Power BI (Advanced DAX), Tableau, Alteryx
- Predictive Analytics & Modeling
- Problem Solving
- Product Management
- Responsible AI & AI Governance
- Scrum
- Strategy Planning
- Voice of Customer Analytics
Sumit Patial Summary
- Sumit Patial, based in New York, NY, US, is currently a Executive Director | Strategic Initiatives and Analytics | Consumer and SB Banking | Data and AI at Wells Fargo. Sumit Patial brings experience from previous roles at Wells Fargo, Gartner and Guidepoint. Sumit Patial holds a Master of Business Administration - MBA in Business @ Institute of Management Technology, Ghaziabad. With a robust skill set that includes Executive Management, Strategy, Management Consulting, Leadership, Analytics and more. Sumit Patial has 1 emails and 1 mobile phone numbers on RocketReach.
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