Keli Trejo

Dynamic Principal and Executive with expertise in change management, organizational leadership, and strategy

ADVISOR BIOGRAPHY

Keli Trejo is an accomplished Senior Executive, Consultant, and Executive Coach with more than 25 years of success across the financial services industry. Leveraging extensive experience in building high performing, cohesive teams, she is a valuable advisor for an organization experiencing dysfunction, needing a strategy for change or transformation, or seeking guidance in aligning cultures with operational goals. Her broad areas of expertise include operational power dynamics, employee engagement, data analytics, and change management.

Throughout her executive career, Keli has held leadership positions with Rising Mountain Studio, Citizens Financial Group, Keli Trejo Consulting, and Fidelity Investments.

2012 - Present

Principal - Rising Mountain Studio

Rising Mountain Studio

  • Work with leaders to ensure their style and communication strategies are in alignment with corporate culture
  • Assist companies in building strong and collaborative teams
  • Design and implement development programs within the context of the organization
  • Develop five-year plans for change management and build out OCM teams
  • Create a focus on efficiencies around new technologies
  • Lead integration initiatives between global teams
  • Utilize observation and data to initiate change and improvement

2010 - 2012

Human Resources Business Partner, Senior Vice President - Citizens Financial Group, Inc.

Citizens Financial Group, Inc.

  • Designed and implemented plans to reduce staff attrition and stabilize the culture of the organization
  • Led post-merger HR change management protocols
  • Created reward and recognition strategies, mitigating human capital risk and realizing corporate goals
  • Served as a communication strategist between leadership and executive body

2008 - 2010

Interim Change Management / Organizational Development Director - Keli Trejo Consulting

Keli Trejo Consulting

2000 - 2008

Vice President/Director, Management Effectiveness - Fidelity Investments

Fidelity Investments

  • Ensured the growth and functionality of Human Resources as it became an integral strategic business partner
  • Implemented the best and right tool to optimize management strategy
  • Initiated discipline and cost-effectiveness strategies
  • Onboarded and developed leadership and talent
  • Ensured a smooth integration of global teams
  • Partnered with leadership to ensure successful organizational growth

I’m Available To Advise On The Following Subjects

Change Management

Business Process Improvement

Human Resources

Executive Coaching

Company or executive-specific business strategy

Feedback on my company’s product/service

Serve as a sounding board and second opinion on a key decision

Executive coaching

Change management

Building Collaborative and cohesive teams

Transformation