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Neeraj Sethi

@neerajsethi1

I lead global strategy, digital activation, and transformation programs that turn insights into scalable business outcomes.

India

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At Wells Fargo, I lead Wholesale Digital Activation and Innovation, advancing AI adoption, executive insights, and enterprise programs. I built a Knowledge & Insights platform with 25,000+ assets used by 10,000+ users and lead a 15+ person cross-functional analyst team.

Previously, I built Tracxn’s 200+ analyst organization and scaled Bain & Company’s research function from one person to four offices. Across banking, consulting, and technology-enabled information services, I turn complex priorities into operating models, scalable programs, and measurable outcomes.

Experience

Work history, roles, and key accomplishments

Current

Executive Director, Wholesale Digital Activation and Innovation

Current

Wells Fargo

Apr 2025 - Present (1 year 5 months)

Leading a cross-functional team driving AI adoption and digital innovation for wholesale banking. Owns budget, investment planning, and delivery of executive insights and BI dashboards to global leadership.

AI Adoption Digital Transformation Cross functional Leadership Budget Management BI dashboards Tableau Power BI Strategic Planning

Executive Director, Corporate Strategy

Wells Fargo

Oct 2023 - Apr 2025 (1 year 6 months)

Supported global leadership through strategic planning, executive decision support, competitive intelligence, and enterprise transformation initiatives. Led a 15+ analyst team delivering insights and dashboards.

Corporate Strategy Executive Decisioning Competitive Intelligence Analytics Dashboarding Tableau Power BI Team Leadership

Vice President, Corporate Strategy

Wells Fargo

Feb 2022 - Oct 2023 (1 year 8 months)

Drove strategic planning and executive decision support, expanding team scope and stakeholder ownership. Architected an enterprise Knowledge & Insights platform used by 10,000+ users.

Strategic Planning Executive Decisioning Knowledge Management Platform Development Analytics Stakeholder Management

Vice President, Enterprise Marketing

Wells Fargo

Jan 2021 - Feb 2022 (1 year 1 month)

Supported enterprise marketing with analytics and insights, contributing to strategic initiatives and stakeholder alignment. Recognized with Golden Spoke Award for top performance.

Marketing Analytics & Insights strategic initiatives Stakeholder Management Data Analysis

Customer Insights and Analysis Manager

Wells Fargo

Apr 2018 - Jan 2021 (2 years 9 months)

Managed customer insights and analysis, delivering data-driven recommendations to support business decisions. Contributed to COVID-19 response initiatives recognized by India head.

Customer Insights Data Analysis Analytics Reporting Business Intelligence

Vice President, Sector Specialist

Tracxn Technologies

Jun 2017 - Mar 2018 (9 months)

Built and led a 200+ analyst organization, owning content curation and platform data quality for 2,000+ clients. Partnered with founder to commercialize new revenue products.

Team Leadership Content Curation Data Quality Product Commercialization Market Intelligence Client Management

Assistant Vice President, Analyst Group

Tracxn Technologies

Mar 2016 - Jun 2017 (1 year 3 months)

Led analyst group, driving automation of research workflows and improving turnaround time. Developed funding and market-intelligence reports supporting client retention.

Research Automation Workflow Optimization Market Intelligence Report Development Team Management

Head of Research

Bain & Company

Dec 2007 - Feb 2016 (8 years 2 months)

Built research function from a single-person team into a 4-office capability supporting all consulting practices. Owned $1M+ annual budget and established firm-wide service standards.

Research Management Budget Management Team Building Vendor Management Consulting Support Process Improvement

Assistant Manager, Investment Banking and Global Markets

HSBC

Jun 2005 - Nov 2007 (2 years 5 months)

Delivered research-driven insights and customized solutions for investment banking and global markets. Centralized research workflows to improve efficiency and alignment.

Investment Banking Global Markets Research Client Solutions

Research Analyst

R.R. Donnelley

Jan 2004 - Jan 2005 (1 year)

Built foundational expertise in M&A/PE due-diligence research and sector analysis, contributing to new client acquisition including global investment banks and Big 4 firms.

M&A Research Due Diligence Sectors Client Acquisition