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Head of Organizational Change Management

New York City, NY
May 14, 2020

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Jeffrey Wrubel

Flushing, N.Y. *****201-***-**** ● ●


Bank Leumi USA New York, NY

Head of Change Management & US Private Banking Chief of Staff May 2019–Present

Spearhead and implement change management plans for full-service commercial and private banking institution providing financial services to HNW individuals and middle market firms

Capture relevant business requirements to ensure system capabilities match users’ needs

Develop a robust and comprehensive plan for communication, training and adoption for over 200 employees

Successfully altered training approach to mobile in light of global pandemic

Member of core team providing input into the strategic direction and framework for a successful Salesforce implementation

Manage change agents across four regions to ensure appropriate support across the US

Provide articulate and timely status updates and business impact analysis to senior management

Provide consultative support to the development of Private Banking initiatives and projects

Acting liaison between sales team and management

Private Banking Senior Associate July 2014–Present

Annually institutionalize the development of 1 – 3 new products for trading, advisory, and credit offerings

Leverage domestic and international sales growth by effectively organizing operations

Develop reporting tools to monitor assets, revenues, and existing customer growth to assess customer profitability

Enhance internal CRM system with dashboards and improved data visualization tools for a better interface

Forecast deposit, loan, brokerage and advisory sales volume

Private Banking Assistant January 2013–June 2014

Developed asset allocation strategies for 30% of HNW clients, in collaboration with senior bankers

Created analyses reports on equities, mutual funds, and new investment products to further meet clients’ needs

Monitored daily trade activity and analyzed a broad range of financial investment products

Delivered administrative duties, including financial reviews of private banking and financial databases creation

Established and maintained positive working relationships with clients, and regularly provided updates on account status and activity

Soros Fund Management New York, NY

Research Analyst Intern Fall 2012

Translated global economic forecasts into daily reports for portfolio managers

Executed records management of company meetings and presentations

Empire Resources Fort Lee, NJ

Intern Summer 2012

Conducted intensive research for the distributer of value-added, semi-finished aluminum and steel products

Collaborated with prospective international suppliers for additional product sourcing

Lindsay Goldberg, LLC New York, NY

Research Analyst Intern Summer 2011

Delivered analytical support to middle-market buyout private equity firm

Determined local and overseas businesses similar to portfolio companies; and created financial models and valuations for businesses, including discounted cash flow analysis


FINRA Series 7 FINRA Series 66


Microsoft Word Excel PowerPoint Bloomberg Morningstar Salesforce Thompson Reuters Jira Adobe Acrobat


Bachelor of Arts in Economics - Yeshiva University, New York, NY

Yeshivat Sha’alvim, Israel

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