David Knepper Email & Phone Number

Plano, TX, US

New York, NY, US

- Partner w/ Head of HR and HR Operating Committee (HROC) to define, drive and execute the function's strategy including its robust transformation agenda- Develop and maintain financial targets and performance metrics including those that support the shift to a Product Operating Model- Enforce financial discipline, analyze areas of investment, identify.

New York, NY, US

- Budget and outlook accountability for global workforce of ~26k, total revenue of ~ $18bn and total expense of ~ $12bn (inclusive of incentive compensation and allocations/overhead)- Manage an organization of approximately 250 finance and MIS professionals across the U.S., Europe, and Asia- Location strategy covers ~ 150 discreet locations with ~ 4mm.

New York, NY, US

- Lead a global organization of finance and business management professionals supporting CTOs across Asset Management, the U.S. Private Bank and the International Private Bank.- Direct investment planning and governance cycle; maximize utility of spend through business case review and analysis- Monitor technology lifecycle and application development.

New York, NY, US

Led a global organization that supports CTOs and Operations executives globally across the Asset and Wealth Management division of JPMC (~10.5k employees and associated costs). Key dimensions included:- Financial performance reporting, Planning & Analysis (current year financial outlook / multi-year forecasting)- Month-end accounting close (reconciliation.

New York, NY, US

Reporting into the CEO of JPMoran Securities (JPMS) and a member of the JPMS executive team, my responsibilities included management of day-to-day business operations, ownership of Financial Advisor compensation plans, recruiting/retention, technology implementation and contributions to our risk and controls framework.- Drove growth through accelerated.

New York, NY, US

- Managed finance and business-aligned functions focused on FP&A, Reporting, Strategy, Compensation and Advisory Billing.- Maintained five-year strategic plan to drive business expansion with planned revenue growth of 30% through 2019.- Key responsibilities included compensation planning, market analysis (internal and external), new product analytics.

New York, NY, US

- Led planning and analysis function; participate in annual and monthly business forecasts; managed four direct reports.- Structured and evaluated the financial terms of employment agreements offered to prospective Financial Advisors.- Assisted in creation and rollout of $300mm acquisition-related retention plan for Bear Stearns Private Client Unit..

Dallas, TX, US

Teach Personal Finance and Principles of Finance at night or online as time permits. Teaching course load is generally 3-4 classes per calendar year. I am employed full-time at J.P. Morgan Chase.

Irving, TX, US

Graduate College of Business; Management, Strategy & Leadership.

Charlotte, NC, US

- Managed executive-level salary and benefit plan in Credit Card unit designed for approximately 425 employees with individual annual compensation in excess of $250,000.- Acted as company stock plan manager, communicating stock option exercises and releases of restricted stock awards to company executives; complied with rule 144 and section 16(b) reporting.

Charlotte, NC, US

- Rotated through several business units, including Loss Prevention, Credit and Risk Management.- Serviced clients in the Charles Schwab high net worth portfolios; approved increases up to $250,000.

Harrisburg, PA, US

- Managed credit union staff of seven direct reports; five representatives and two assistant managers.- Provided extensive training in sales techniques; held speaking engagements to attract new members.

Masters Of Management, Business

Bachelor Of Science, Business Administration

Education record