Open to opportunities

Jarrett Neal

@jarrettneal

Message

Business operations and Agile transformation leader improving reporting and execution.

United States

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What I'm looking for

I’m looking for a role where I can lead enterprise change, strengthen reporting accuracy, and apply Agile/Kanban and Lean Six Sigma to improve governance, risk management, and operational outcomes.

I’m a business operations professional with 15+ years of experience supporting project coordination, data analysis, reporting, and process improvement initiatives. I’m Certified Scrum Master and a Lean Six Sigma Green Belt, and I bring strong organizational and problem-solving skills to help teams deliver business objectives.

In enterprise environments, I’ve driven large-scale strategic initiatives, risk mitigation frameworks, and operational changes—acting as a liaison across departments and collaborating with stakeholders on reporting automation and data accuracy. I create interactive reporting and troubleshooting processes, develop KPI-aligned risk assessment documentation, and support governance through executive-level ad hoc reporting.

Experience

Work history, roles, and key accomplishments

Financial Advisor

Northwestern Mutual

Jan 2024 - Jan 2026 (2 years)

Developed customized financial plans focused on retirement planning, risk management, and insurance strategies. Earned Series 6, Series 63, and SIE licenses in Texas to support client advisory and compliance needs.

Retirement Planning Risk Management Insurance Strategy Financial Planning Series 6 Series 63 SIE Compliance Client Advisory Stakeholder Management

Business Execution Consultant

Wells Fargo

Jan 2006 - Jan 2023 (17 years)

Led enterprise change management and Agile transformation initiatives by coordinating cross-functional projects, improving reporting and data accuracy, and strengthening governance and compliance documentation. Created process mapping and procedures, facilitated Kanban ceremonies, and performed analysis to identify project management errors and process gaps.