Dan Coomes Email & Phone Number

Milwaukee, Wisconsin, United States

As the leader of our Human Resources Program Management Office, I have accountabilities for governing the portfolio budget, business and engineering initiatives while managing and mitigating our portfolio risks to ultimately achieve our Objectives and Key Results that drive our Multi-Year Strategy. In this role, I am one of twenty-seven Investable Structure Managers accountable to the enterprise for monthly reporting on our portfolio OKRs; as well as, leading the Human Resources function through 2025+ planning. Lastly, I work with our HR Journey teams to provide Agile coaching to continue our transition into utilizing Human Center Design and Agile principles in the way we work across our organization and bring our experiences to life for our candidates, employees and alumni.

I currently serve as the Program Management Lead for the Northwestern Mutual's Client Website and Mobile Product Offices. In my current role, I work with matrixed leaders across Product Management, Digital & Technology teams to align Enterprise, Client, Field and Home Office Epics and Features to drive value for the company. I am accountable to the General Manager and Accountable Product Office leads to govern and report on the execution and quality of our delivery teams.

Milwaukee, Wisconsin, United States

As a Senior Director at Northwestern Mutual, I am accountable for optimizing our Client Advocacy Portfolio to achieve our key results of growing and transforming the business, supporting our foundational pillars, and fulfilling our commitments to talent and leadership. My responsibilities include pacing, sequencing, and governing Programs / Projects that could impact our 15K employees / Field agents and 4.6M clients. I achieve these results by leading a Program Management Office and driving the discipline for multiple other PMOs. I am happy to be an employee of one of "The World's Most Admired Companies." - (FORTUNE Magazine's 2020 annual survey)

San Antonio, Texas Area

As the Lead Program Manager, I oversaw USAA’s Phone Tool Applications that fielded 80M calls a year across 30K+ employees and 3rd Party Contractors from November 2018 - 2019. This included matrixed leadership across four Program Managers and seven agile teams. We utilized SAFe' Agile methodology where I worked with Sr. Leadership, Release Train Engineers and Scrum masters. As a Lead Experience Owner at USAA, I was responsible for designing best in class experiences for our Wealth Management members specially around their establishing their relationship with their new Wealth Manager. Since I've been in my current role, I've had the privilege of transforming our business model to increase the number of members served in Wealth Management, automate high risk manual processes to reduce risk, and help change the culture to retain more of our workforce.

San Antonio, Texas Area

At USAA, I was responsible for the development, utilization, and brand of the Financial Readiness Score. Prior to supporting the Financial Readiness Score, I was the Agile Product Owner of USAA's Personal Financial Plan and Life Needs Calculator. My responsibility was to conceptualize the business vision and execute through our I/T workforce. During my time leading some of USAA's Digital Advice solutions my team won the 2016 Life Insurance Monitor Award - Gold Medal for our enhancements to the member facing Life Needs Calculator interface. In addition, I was awarded a patent from USAA in 2017 for the Personal Financial Plan product my team created through our partnership with PieTech (parent company of Money Guide Pro) and I am currently in the patent process for my work with SalesForce.com around my team's work on a new member reassignment algorithm.

Recruited to bring business acumen into non-profit organization looking to expand their footprint of helping abused teenage mothers in the Texas state area.

An information technology (IT) research and advisory company. The Company delivers the technology-related insight necessary for its clients to make the decisions, everyday. The Company provides its principal products and services to its customers through its Research and Consulting. Research provides insight for chief information officers (CIOs), IT professionals, technology companies and the investment community through reports and briefings, access to its analysts, as well as peer networking services and membership programs designed for CIOs and other senior executives. Consulting consists primarily of consulting, measurement engagements and strategic advisory services (SAS).

Dynatron seeks to be an innovative, low cost, software provider of fixed operation solutions for the automotive industry. It is an International Software company that specializes in fixed operations for the Automotive, Recreational Vehicle, and Manufacturing Industries in the United States and Canada. The Company started in 1997 and now has 40 full-time employees located at the home office in Dallas, TX and 1,000+ sales contractors across the United States and Canada. Dynatron would be classified as a small, privately owned company. Their main competitors are Reynolds and Reynolds (privately owned, 6,000 employees with 1.73 billion in revenue for 2007), and Automated Data Processing (ticker symbol ADP).

USAA seeks to be the provider of financial services to the military community. They serve more than 6 million military members/retirees and their families. They provide financial services including; insurance, investments, and banking. They rely largely on technology and direct marketing to sell their products. In 2007, they had 22,000 employees and saw 14.418 billion in revenue.

Dallas/Fort Worth Area

Obtained General Life / Health, Series 66 & 63 licenses to help middle class families secure protection in the case of a loss of a loved one.

Bs, Family Financial Planning

Education record