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portfolioops

Tatia J

@portfolioops

Executive Portfolio Advisor

Verenigde Staten
Engels
Sommige informatie wordt in het Engels weergegeven.
Over mij
I’m Tatia Jefferson, Founder and Principal Advisor of PortfolioOps. I bring 25+ years of enterprise portfolio leadership across financial services, healthcare, and technology, including oversight of $200M+ portfolios and 50+ strategic initiatives. I help executives and portfolio leaders improve portfolio visibility, prioritization, governance, capacity decisions, and strategic execution. My services translate complex portfolio conditions into clearer executive decisions, practical recommendations, and focused action.... Lees meer

Skills

p
portfolioops
Tatia J
offline • 

Bekijk mijn diensten

Digitale transformatie advies
I will review your project portfolio for executive decisions

Werkervaring

Humana

Director Planning and Execution-Shared Services

Humana

Feb 2026 - Jun 2026 • 4 mos

Architected the planning and execution operating model for a $200M+ healthcare technology portfolio spanning 50+ concurrent initiatives and multiple business lines, integrating strategic priorities, financial plans, workforce capacity, governance, performance measures, and executive reporting. • Directed portfolio planning, budget forecasting, resource and capacity alignment, operating reviews, risk and dependency oversight, and executive communications; surfaced trade-offs across funding, timing, scope, readiness, and delivery commitments. • Restructured fragmented business and technology workflows into a unified governance and reporting environment with clearer roles, escalation pathways, decision logs, operating rhythms, and more reliable executive visibility. • Coordinated finance, talent, communications, change, risk, technology, and delivery leaders across Pharmacy/PBM, Primary Care, and Home Health Solutions to align readiness, controls, dependencies, adoption, and operational transition.

Truist

Senior Vice President, Digital Portfolio Leader

Truist

Jun 2024 - Feb 2026 • 1 yr 8 mos

• Led strategic planning and Lean Portfolio Management for a $150M+ digital portfolio, aligning investment forecasts, business priorities, workforce capacity, vendor dependencies, delivery commitments, and expected outcomes with executive objectives. • Designed and implemented an intake-to-prioritization operating model, governance guardrails, and portfolio Kanban that clarified ownership and decision paths, reduced workflow cycle time by 50%, and strengthened resource allocation across concurrent workstreams. • Established portfolio performance measures and executive operating reviews supported by 15+ Power BI and Tableau dashboards, improving transparency and decision velocity by 20%. • Led stakeholder alignment, change communications, and capability building - including an AI skills enablement program - to improve adoption of new roles, processes, governance expectations, and ways of working.

Wells_Fargo

Vice President - Progressive Enterprise Leadership Roles

Wells Fargo

Mar 2004 - Jan 2022 • 17 yrs 10 mos

• Directed prioritization, budget and resource planning, sequencing, risk management, and performance oversight for $100M+ in enterprise digital, operational-risk, regulatory, and platform initiatives within a complex, highly controlled environment. • Built scalable governance, intake, operating-review, and cross-functional delivery practices; partnered with risk, audit, compliance, finance, technology, and business leaders to manage constraints, support executive decisions, and maintain regulatory readiness. • Led organizational and delivery transformations across digital onboarding, KYC, internal platforms, and agile ways of working, coordinating employees, consultants, vendors, product teams, engineering leaders, and business stakeholders through implementation and operational transition.