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Spencer ReedSR
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Spencer Reed

@spencerreed

Enterprise sales and strategic partnerships leader across fintech and banking who grew a client portfolio from approximately $3M to more than $25M.

United States
Message

At Wells Fargo, I managed a banking and wealth portfolio that grew from approximately $3M to more than $25M, while maintaining 95%+ client satisfaction and meeting risk and regulatory requirements.

At Solera Bank, I managed 30+ fintech partner programs and concurrent integrations. I designed onboarding playbooks and milestone plans that reduced partner time-to-value by 25%, and helped deliver three product enhancements within six months.

At Fortis Private Bank, I directed fintech partnership initiatives and API integrations across three core banking products. I also serve as a U.S. Air Force Reserve Staff Sergeant supporting cyber operations, including identity and access management, security controls, and inspection readiness.

Experience

Work history, roles, and key accomplishments

IC
Current

Independent Fintech Strategy Consultant

Independent Contractor

Jan 2026 - Present (9 months)

Lead planning for the relaunch of regulated digital-asset offerings, aligning product roadmaps, milestones, operating timelines, customer communications, partner incentives, and executive decisions. Translate market, client, and leadership input into prioritized workstreams, dependencies, risks, decision points, and go-to-market recommendations to support disciplined execution.

UR
Current

Cyber Operations Specialist

U.S. Air Force Reserve

Jan 2020 - Present (6 years 9 months)

Support mission-readiness programs involving identity and access management, security controls, audits, evidence documentation, issue tracking, and cross-team compliance in a federal environment. Coordinate technical and operational stakeholders to maintain control effectiveness, documentation integrity, corrective-action follow-through, and inspection readiness.

FB

Senior Manager, Strategic Partnerships

Fortis Private Bank

Jan 2024 - Dec 2025 (1 year 11 months)

Directed enterprise fintech partnership initiatives and API integrations across three core banking products, coordinating requirements, deliverables, dependencies, and issue resolution across Product, Technology, Operations, Compliance, and external partners. Established operating governance through automated onboarding workflows, relationship-health dashboards, ownership models, and escalation pa

SB

Partner Success Manager

Solera Bank

Jan 2022 - Dec 2024 (2 years 11 months)

Managed a portfolio of 30+ fintech partner programs and concurrent integrations, coordinating scope, schedules, handoffs, dependencies, compliance requirements, operational readiness, and technology delivery. Designed standardized onboarding playbooks, milestone plans, and stakeholder ownership practices that reduced partner time-to-value by 25% and improved consistency across implementations.

SA

Customer Success Specialist

Safeguard AI

Jan 2021 - Dec 2022 (1 year 11 months)

Led onboarding and adoption workstreams for 30+ SMB clients, coordinating customer requirements, internal handoffs, issue escalation, training, and progress communication. Established feedback loops with Product and Operations and strengthened lifecycle engagement practices, contributing to a 20% reduction in churn.

Wells Fargo logoWF

Private Banker, Vice President

Jan 2017 - Dec 2021 (4 years 11 months)

Managed a complex banking and wealth portfolio that grew from approximately $3M to more than $25M while maintaining 95%+ client satisfaction and disciplined adherence to risk and regulatory requirements. Coordinated multi-party banking, credit, investment, and wealth solutions across clients, specialists, operations, underwriting, and compliance; resolved dependencies and escalations while maintai

Education

Degrees, certifications, and relevant coursework

UR

U.S. Air Force Reserve

Cyber Operations Specialist, Cyber Operations

2020 -

Ongoing part-time role as Cyber Operations Specialist supporting mission-readiness programs involving identity and access management, security controls, audits, and compliance.

Tech stack

Software and tools used professionally

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