Bob Macdonald Email & Phone Number

Omaha, Ne, Us

Omaha, Ne, Us

Mutual of Omaha is a Fortune 300 company with $50B in Assets, and more than 20M customers.For more than 100 years, Mutual of Omaha has been providing insurance and financial products with a strong balance sheet and diversified portfolio. As a Mutual entity, the company is focused on long-term policy holder value and offers differentiated solutions across well defined customer segments.I lead Strategy & Corporate Development functions for the organization. The group has responsibility for developing, articulating, and executing integrated enterprise strategy initiatives, while ensuring alignment to firm goals and objectives. In addition I lead M&A (buy/sell), competitive intelligence, and broader corporate development capabilities -- strategic partnerships, equity investing, and ventures.

Omaha, Ne, Us

TD Ameritrade provides securities brokerage and related technology-based financial services to retail investors and traders, and independent registered investment advisors (RIAs). With more than 11M clients and over $1.2 trillion in assets under management, TDA is committed to differentiating the client experience and transforming the investment journey. As a member of the firm's senior leadership team, my organization is responsible for delivering enterprise consulting, user-driven design capabilities, and high priority strategy initiatives. In addition, I support the long range strategic plan and facilitate decision processes with the senior operating committee and CEO. A summary of my responsibilities include: - Strategy deployment and OKRs- Client experience, digital enablement, and new capability creation- Design led thinking across the enterprise (empathy maps, persona development, problem framing)- Business architecture and organization optimization- System & platform strategy (robotics, digital labor, business process management technology)- Partnership due diligence, post-deal integration, financial modeling, and advanced analytics

New York, Ny, Us

I led a global consulting group engaged in the delivery of complex initiatives, corporate development, business integration, and diagnostic reviews.I was responsible for the identification, planning, scoping, and execution of consulting engagements. I worked extensively across Consumer & Business Banking, Treasury Services, Worldwide Securities Services, and the Investment Bank. I partnered with senior line of business leadership in assessing strategy and enablement opportunities.Selected Achievements: I developed a global operating model to improve client on-boarding for 3 complex collateral management products (derivatives, securities and cash collateral). Business experienced direct revenue benefit of 10% over baseline, significant reduction in on-boarding friction, and improved client satisfaction.I created a supply chain optimization strategy to increase the profitability of banking centers, ATMs, and vaults. I managed process & policy changes, technology enhancements, and 50+ resources to support the transformation. This resulted in ~$30M direct cost removal.

New York, Ny, Us

I was responsible for dissecting businesses and understanding them deeply. I developed hypotheses, performed analysis to qualify findings, and overlaid competitive intelligence, external dependencies and industry trends to enhance perspective. Selected achievements include:Design and implementation of a shared service model for a liquidity and cash management group resulting in 25% annualized expense reduction.Post-merger stabilization and operational integration across consumer banking for several customer-facing functions resulting in backlog reduction, improvement in productivity and reduction in processing lead times.

New York, New York, Us

I managed several initiatives across the biologics and pharmaceutical businesses including global product transfers, new product launches, and quality investigations.

Executive Education, Securities Industry Institute (Sii)

Master'S Degree, International Business

Bachelor'S Degree