Open to opportunities

Aviance Morris

@aviancemorris

Message

I improve client support, marketing compliance, and CRM workflows in regulated financial services environments.

United States

Message

What I'm looking for

I'm looking to apply my client support, compliance, marketing operations, and CRM workflow experience in a fast-paced, regulated environment where I can improve processes and support cross-functional teams.

I've supported marketing operations and accessibility compliance at Wells Fargo, conducting RSNIP and ADA reviews, producing reports, and translating engagement trends into strategy insights.

Previously, I audited microsites, managed Salesforce advisor communications, and communicated SEC Marketing Rule updates as a Senior Business Execution Administrator supporting Wells Fargo through DISYS.

My client-service foundation includes resolving financial account issues at TD Ameritrade, managing high-volume account maintenance and transfers, and supporting customers across phone, email, and in-person channels.

Experience

Work history, roles, and key accomplishments

Marketing Associate

Wells Fargo

Jul 2023 - Jan 2026 (2 years 6 months)

Conducted RSNIP and ADA accessibility reviews to ensure compliance and remediation accuracy. Served as a subject matter expert on accessibility standards and risk controls, and developed internal content to support departmental communication.