Daniel Cassidy Email & Phone Number

Manage the full software development and product life cycle including requirements gathering, solution definition, testing, product release, production and end user support for firmwide financial regulatory reporting infrastructure using Agile Methodology. Lead a global team focused data management and digital analytical solutions. Define the success metrics and OKRs by partnering with cross functional leadersDrive product roadmap and own prioritization process partnering with business and technology Drive adoption of reporting technology solution across all lines of business to deliver more efficient and controlled processes, while providing optimal user experience.

Variety – The Children’s Charity of Greater Philadelphia has been serving children with disabilities since 1935.Our programs and services are designed to best address the children’s physical, social, medical, educational, and recreational needs without regards to economic status, race, creed, gender, or type of disability.Variety serves children between birth and 18 with temporary and/or permanent disabilities resulting from injury, illness, or congenital conditions.

Philadelphia, Pa, Us

Evolve Advisors provides comprehensive, innovative business solutions in the areas of strategic planning, IT strategy and architecture, project/program management, and business process redesign. Our mission is to advance our clients’ strategic objectives by providing services that leverage the vast knowledge and experience of our team, utilize industry best practices and deliver meaningful, cost effective results.University of Pennsylvania• Project manager for a $5.5 million-dollar implementation of a new security data software (Salto) and hardware utilized at all residential locations at the University of Pennsylvania. Managed a 25+ team consisting of developers, coders, business analysts and operations team members to meet project deliverables.

Malvern, Pa, Us

TMG Health• Project Manager for a Medicare claims implementation for the state of Texas. Managed user acceptance testing, created all documentation, and secured client sign off for the Facets claims system upgrade.• Developed trusted advisor relationships with key accounts, customer stakeholders and executive sponsors to grow existing business • Communicated the progress of monthly/quarterly initiatives to internal and external stakeholdersAmeriHealth Administrators• Analyzed all release notes to identify any potential gaps in preparation for the Medecision Aerial care management system upgrade. Streamlined and created a new training program for the care management department. Independence Blue Cross• Strategically worked with the product management team to research, identify, and create a zero premium Medicare product. • Responsible for all business analysis activities; including application review, gap analysis, configuration, training, and report development; for Independence Blue Cross zero premium Medicare product.Pennsylvania Employee Benefit Trust• Managed user acceptance testing, created all documentation, and secured client sign off for HealthRules system upgrade.TMG Health• Process improvement project coordinator. Worked closely with 20+ team members to improve processes in claims, customer service, and enrollment. Gathered and analyzed trend data to develop strategies for process improvements. Created and maintained a roadmap for areas of focus with action plans and trend data to present to executive team. Improved performance in 6 out of 8 targeted areas.

Philadelphia, Us

• Specialized in strategic financial planning and comprehensive wealth management.• Researched stocks, mutual funds, bonds, and different insurance products that meet the client’s needs. Researched companies and developed marketing plans for new business opportunities.

• Developed personal and business financial plans and assisted in the execution. Controlled customer contact and successfully implemented and maintained policies and procedures.• Leaders Conference Qualifier 2009• Million Dollar Round Table Qualifier 2009 and 2010

Marketing

Education record