Ise Lund – Technology Transformation Leader

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Senior Technology Transformation Leader

(415) 939-8975


Expert data-driven technology delivery leader bringing 20+ years’ experience driving transformation through program- and systems-optimization strategies that increase client and employee satisfaction, engagement, and return on investment.


  • Project and program delivery management
  • Business case development
  • Technology strategy and ROI analysis
  • Agile development/Scrum (Jira/Confluence)
  • Product delivery roadmaps
  • Data analysis, analytics
  • Financial management best practices


  • Omnichannel personalization leveraging AI, ML
  • Role-Based Access Control (RBAC)
  • Sales and marketing automation (Marketo)
  • Customer privacy and cookies (OneTrust)
  • Customer Identity Management/CDPs
  • Access management (SSO, Ping, ServiceNow, SailPoint)
  • Identity and Access Management (IAM)
  • Consent management and governance (GDPR, CCPA)
  • Regulatory compliance, risk mitigation (SOX, HIPPA, PII standards)


Harvard University & University of California, Los Angeles


Silicon Valley Bank, Technology Delivery Consultant 2020-2023

Regulatory compliance systems integration:

  • Assessment of the MarTech stack for data optimization for regulatory compliance
  • Vendor analysis, business case rationalization, resource planning, strategic approach

IAM MRA remediation and project management:

  • Drive strategic remediation to ensure future compliance with LFI regulatory and risk mitigation standards

RBAC project management for IAM:

  • Conduct RBAC organizational readiness discovery and existing systems analysis (Workday, SailPoint, ServiceNow)
  • Create business requirements, Agile program implementation plan, and secured vendor resources for application onboarding into SailPoint, role modeling, provisioning/deprovisioning

Led technical strategy and systems integration for SVB’s Global Privacy Program:

  • Drive consent management automation technical solution strategy, including product vision, use case architecture, systems integration requirements, and resource plan.
  • Facilitate global cookie consent technical integration across SVB online properties, leveraging Agile best practices and OneTrust to ensure compliance with GDPR, CCPA, and DPL regulatory guidelines

Wells Fargo, Personalization Technology Strategy Consultant 2018-2020

Customer identity management product and technology strategy to enable real-time data-based omnichannel personalization:

  • Lead assessment of marketing technology solutions that leverage machine learning/AI to deliver personalized messaging to the right person at the right time and in the right channel
  • Evaluate Customer Data Platform vendors to deliver customer identity management, profile enhancement and data resolution in real time to drive next-best actions and ensure compliance with privacy-related legal and regulatory and governance mandates including GDPR, CCPA, ITP

U.S. Bank, Digital Strategy Consultant 2017-2018

Digital strategy and technical implementation for Wealth Management AI/ML robo advisor:

  • Create program strategy and implementation plan for U.S. Bancorp Investment’s robo-advising product, Automated Investor

Great Place to Work, Sales & Marketing Technology Consultant 2015-2016

Create strategic marketing technology plan for qualifying and nurturing leads, and increasing sales of workplace culture advisory services for the creators Fortune 100 Best Companies to Work For® list:

  • Drive technical implementation of sales funnel optimization strategy
  • Implement campaign back-end based on target demographics and behavioral triggers to score high-quality leads and inform the strategy for their ongoing nurture
  • Create high-conversion lifecycle content marketing technical implementation strategy to build brand recognition and increase multi-product sales

Wells Fargo, Technical Strategy & Product Marketing Consultant2011-2014

Lead product marketing for the Make an Appointment service:

  • Create product roadmap and metrics for success for this service that allows consumers to make an appointment at a branch and time convenient for them, as well as giving bankers the opportunity to prepare for the customer’s specific needs
  • Successfully rolled out the service across the US with new accounts and financial review being the top two most requested appointments, representing the greatest opportunity for revenue generation

Levi Strauss & Co., Digital Technology and Sales Strategy Consultant 2009-2010

Drive digital sales strategy for Holiday, Super Bowl and Father’s Day campaigns.

  • Create digital strategy for Dockers’ “Wear the Pants” rebranding campaign, including strategic tie-ins to social media, Super Bowl TV spot, paid online media and earned media
  • Selected and managed vendor to support multi-state sweepstakes compliance
  • Worked with technology partners to accommodate Super Bowl traffic load and backup plans
  • Quadrupled Dockers’ email database, “dockers” achieved #1 and #2 search terms in all of Google for days surrounding Super Bowl promotion, doubled daily sales on consistent basis, increased Facebook fan base from 100 to 12,000

Blue Shield of California, Online Sales and Marketing Consultant 2007-2009

Create lifecycle online marketing and sales optimization strategy, and managed the implementation of the Blue Shield prospect website search engine optimization and multivariate testing program.

  • Build online sales and marketing strategy and implemented analytics to optimize the online sales funnel
  • Author prospect site social media strategy, identified KPIs to monitor SEO program effectiveness & trained key permanent staff; cut acquisition costs 50%

Charles Schwab & Co., Inc., Interactive Marketing Strategy Consultant 2005-2008

Strategize technical and product integration, interactive marketing plan and provided program management for Charles Schwab retail brokerage and bank offerings.

  • Effectively define and streamline technical integration strategy to bring all Schwab offerings under a single online domain
  • Successfully implemented program for search engine optimization, improving visibility 8x
  • Provide interactive marketing roadmap for dynamic content and prospect personalization to increase acquisition ROI.
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