Daniel Schwarz Email & Phone Number

Los Angeles, CA, US

In response to heightened regulatory scrutiny leading to change impacts to Technology & Innovation (“T&I”)’s people, process and systems, City National developed a team under my leadership to navigate organizational change management with a focus on proactively addressing human capital impacts through improved process and communications.

Battle Creek, Michigan, US

• Following its spinoff from the legacy Kellogg Company, drive and implement transformative initiatives in support of the WK Kellogg Co.’s Total Rewards Team with the goal of strategically enhancing policies and.
• Enhancing the Total Rewards employee experience including: (1) a redesign of the employee inquiry processes (self-service via the intranet, phone, and online ticketing system based in ServiceNow); and (2) development.
• Reviewing Total Rewards policies inherited from the legacy company, Kellogg Company, by researching industry materials, speaking with peer companies and former colleagues, and editing the documents in whole or material.
• Developing and implementing organizational development tools and processes including: (1) a tracking Excel-based tool to prioritize the Total Rewards project portfolio; (2) status reporting; and (3) establishing a.

• At the request of the CHRO, established a team of resources to drive execution of key enterprise and HR initiatives. Role also served to directly lead or support various key enterprise or HR priorities including, but.
• Defined and implemented a new process and standards to catalog and prioritize HR’s portfolio of change initiatives with an emphasis on addressing resource constraints resulting in executive leadership support and buy.
• Cross-functional representative for HR and Finance on an enterprise-wide cost-cutting initiative (known as “Rewire”) leading to millions of dollars of cost savings from RIFs (in excess of 2,300 FTE and Full Time.
• Led the sell side for HR in US Bank’s acquisition of MUFG Union Bank ($8b acquisition closed on December 1, 2022) reporting to the CHRO on the sell side and the Head of Total Rewards on the buy side; led the navigation.
• Led the Bank’s COVID response team through the establishment of a framework for workforce reentry based on defined and agreed health and safety protocols to keep the Executive Committee and business leaders informed.
• Stood up a program to simplify and enhance the employee experience via Tier 1 services at US Bank; work in ongoing but the program is achieving project goals and objectives and has the support of cross-functional.

• Practice Operations Leader for internal team of management consultants with a mandate to reduce costs and retain institutional knowledge. Managed the growth of the team (from three to 26 resources) and the.
• Yen-denominated Equity Strategy Product Expansion: Project lead for the distribution of yen-denominated fixed income strategies to US and Canadian institutional investors at the direction of Highmark’s CEO (numerous.
• U.S. Operations Alignment: working with HR, drove an initiative to align HR processes across the four distinct entities that make up the totality of U.S. Operations to reduce overhead costs and achieve economies of.

• In support of the newly established Project Management Organization for Financial Management of the Americas (FMA), led a team of three in the:
• Prepared and distributed weekly reporting to highlight key metrics for technology and non-technology projects including project status (scope, schedule and budget as applicable) and resource requirements.
• Established project management protocols including deliverables supporting project initiation and planning and weekly reporting.
• Managed enterprise-wide reporting requirements on behalf of FMA (Quarterly Business Review, Balanced Scorecard, and IT Project Appropriations); enhanced reporting processes led to streamlined quarterly review meetings.

GB

• Led engagement teams in changing business practice due to regulatory change with extensive experience leading clients in navigating organizational change due to the Dodd-Frank Wall Street Reform and Consumer Protection.
• Assisted numerous Domestic and International Systemically Important Financial Institutions in their development of Resolution Plans to comply with Section 165(d) of the Dodd-Frank Act following the legislations.
• Advised management on resolution planning-related topics including actions to take in the event of insolvency, operational and financial interconnections, and matters related to organizational structure optimization.
• Aided bank management in responding to US regulator requests including Supervisory Assessment of Recovery and Resolution Planning Preparedness, Federal Reserve’s Supervisory Letters SR 12-7 and SR 14-1, and other.
• Advised multiple clients in the development of Capital Plans primarily focusing on the documentation of statistical and modelling approaches.
• Aided in the preparation and review of PPNR model (forecasting) documentation.Compliance Organization Optimization at Domestic Insurance Companies

GB

• Account manager for multiple audits and non-audit Fortune 500 global clients. Work experiences include:
• Supporting and coaching globally based teams in sales pursuits.
• Driving revenue growth by connecting business issues to clients and leading development of proposals and presentations.

NY, New York, US

• Assist five development representatives in the four northeastern metropolitan markets in which we operate; and Philadelphia).
• Analyze potential new sites that are received by the Development Representatives through the creation and examination of business plans, demographic studies, and zoning analyses.
• Create spreadsheets and databases that aid in the process of determining the feasibility of new sites as well as measuring the success or failures of current operating clubs.
• Attend site meetings and due diligence surveys with Development Representatives in all of our markets.
• Serve as the chief conduit between Development Representatives and potential subtenants (i.e. Physical Therapists and Juice Bars) in order to lease available space in TSI's clubs.