Daniele Laratta I Icp - Apo Email and Phone Number
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An accomplished leader with nearly 25 years experience in the Banking & Financial Services Industry. I have extensive experience leading large teams (Sales and Operational – including cross functional teams), leading large change, developing and delivering strategy, influencing and executing transformational programs including dismantling traditional business models and rebuilding with the future in mind. I am most passionate about the client and employee experience, and take pride in focusing on what matters, driving shareholder value & simplifying the way we do business. Professional Profile: 15+ years inspiring and managing large teams (including multinational and cross functional teams) 12+ years delivering large scale programs resulting in increased shareholder value and client/employee experience 12+ years developing and delivering Sales & Business Development strategies and results exceptional leadership, strong performance management, generating revenue and year over year growth. 10+ years in Canadian Branch Banking – demonstrating my passion for the client experience paired with a proven ability to lead and manage in a results driven environment 10+ years supporting and engaging with senior executives 8+ years developing and managing sales teams including driving sales growth using various sales management activities 8+ years dedicated to process engineering, project governance and business analysis 8+ years navigating undefined, ambiguous and complex territories demonstrating my comfort with the uncomfortable 7+ years focused on Wealth Management, in both client facing and head office capacities 6+ years & certification in both Six Sigma (White & Yellow belts) & Human Centered Design (Doblin Deloitte) 5 years in Back Office Operations – transforming the way, advisors, partners and stakeholders interact; with a primary focus on evolving client needs.
Jim & Co. Advisory & Consulting
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Ceo And FounderJim & Co. Advisory & ConsultingToronto, On, Ca -
Vice President Of Sales & RetentionEmbark Dec 2022 - PresentMississauga, On, CaLead a National Sales Team (the sole revenue generating team) comprised of both Independent Contractors and Employees. -
Avp, Sales Enablement & EffectivenessEmbark Sep 2021 - Dec 2022Mississauga, On, CaResponsible for the conception, development, and delivery of the first ever direct to consumer distribution model, contributing over $20MM in Assets Under Management in 6 months. Standardized and introduced a number of operational processes contributing to countless hours of operational efficiency (including nearly $250K in resource reallocation) and reducing the organizational and financial risk associated with lackluster policies and processes. -
Chapter President (Volunteer)Cystic Fibrosis Canada / Fibrose Kystique Canada Jul 2021 - PresentToronto, Ontario, Ca• Key responsibilities include strategic planning for the chapter, budget planning and review• Actively supporting volunteer engagement and event planning• Chair for the annual Walk to Make Cystic Fibrosis History – raising over $300,000 for Cystic Fibrosis Canada (calendar '21 + '22) -
Director, Strategic Initiatives & PlanningSun Life Jan 2019 - Sep 2021Oo• Developed the fiscal 2020 and 2021 strategic business plan, including prioritization, achieving SLC President approval• Developed and deployed a client acquisition program resulting in an increase in Assets Under Management by $640MM - demonstrating my ability to conceptualize and effectively execute growth strategies• Successfully led a team responsible to execute over 40 projects/initiatives, delivering operational savings, increasing Assets Under Management and improving the advisor and client experience• Owner of a multimillion-dollar portfolio designed to both sustain and improve the current operation - required to service nearly 400,000 clients and approximately 2000 advisors. -
Senior Manager, Strategy & Planning & Special Assistant To The President, Td Mutual FundsTd Feb 2018 - Nov 2018Toronto, Ontario, Ca Developed the fiscal 2019 Strategic Business Plan; from ideation to implementation, including prioritization & financial analysis leading to Group Head and Cross Functional Risk Partner approval. Through effective relationship management, I oversaw the overall operations of the office including high level support to various executive direct reports, demonstrating my ability to manage multiple layers Authored or counselled many broad communications to senior leaders demonstrating my ability to effectively communicate to senior executives, including C-leveled and those of the board -
Senior Manager, Capabilty Management, Digitization & AutomationTd May 2016 - Jan 2018Toronto, Ontario, Ca Owner of a multi-million-dollar budget including business case development, funding/resource forecasts, third party expenses and financial reporting. Delivered the first Digitization & Automation capability within TD; with multiple consumers and further increased utilization, I helped decrease third party vendor costs by over $7.5MM and reduced both regulatory and reputational risk. Identified infrastructure challenges with TD's largest consumer (Canadian Retail Banking). In response, orchestrated the development of a composite service which allowed for capability consumption and increased process efficiency, leading to decreased technical application cost. -
Manager, Stakeholder SupportTd Nov 2015 - May 2016Toronto, Ontario, Ca Redesigned and implemented an intake process between lines of business and Canadian Banking Operations, removing points of friction and making it easier for partners to do business with operations. Initiated an incident management process encompassing resource allocation, cost management and both financial and compliance/regulatory agency reporting. Developed cadence, format and physical delivery of monthly executive update sessions between Canadian Banking Operations and various Lines of Business showcasing my ability to highlight what is relevant and present in a clear, easy to digest manner (both written and verbally). -
Manager, OperationsTd Oct 2013 - Oct 2015Toronto, Ontario, Ca Effectively implemented large transformational projects resulting in the creation of multiple Centers of Excellence (Mutual Fund Centralization, Debt Consolidation Payout Process, ATM Repatriation). Leading to process optimization, increased efficiency, decreased risk. Delivered Cheque Image Transformation for Canadian Banking Operations – Transforming the way TD, its customers and vendors interact and manage physical cheques. Led a team of senior analysts through the implementation of 90+ initiatives ensuring net new processes were designed in a fashion that drove efficiency; including managing the various change management activities required to effectively deliver to over 2000 Canadian Banking Operations colleagues. -
Group ManagerTd Jun 2012 - Oct 2013Toronto, Ontario, Ca Oversaw a team of nearly 100 colleagues responsible for the effective transfer of funds between various Canadian Financial Institutions and Solicitors. The broader team under my leadership was responsible to fund over 90,000 Real Estate Secured Loans/Lines of Credit annually Utilized change management strategies to transform the workforce, ensuring nearly 220,000 phone calls were handled by professionals armed with confidence, tools & resources and autonomy leading to the highest Customer Satisfaction Index in over 3 years. Continued measurement of productivity and quality to improve colleague proficiency resulting in fewer new hires during a time where volume was increasing Effectively coached 8 leaders responsible for broader teams. Implemented Quality Coaching and Coach the Coach tactics/metrics ensuring individuals received value in the exercise and felt empowered to do more for their client. Contributed to improved proficiency and improved customer satisfaction index. -
District Sales ManagerTd Nov 2011 - Jun 2012Toronto, Ontario, Ca Self-manage a schedule meeting with 17 Branch Managers, 8 Sales Managers and 30 Customer Service Managers monthly, addressing productivity challenges within their respective teams. Developed and delivered various workshops focused on educating leaders; highlighting the criticality in holding their teams accountable. Successfully increased Customer Service Manager productivity from 11th to 2nd within the region leading to an increase in the number of clients who are fully franchised with TD. -
Sales ManagerTd Feb 2011 - Oct 2011Toronto, Ontario, Ca Self-manage a schedule meeting with 41 Financial Advisors in Greater Hamilton on a bi-weekly basis with a sole focus on increasing advisor confidence in TD Mutual Funds. This focus led to increased productivity and overall sales of the product. Developed and deployed many coaching/sales strategies tailored to the individuals' tenure, skills, confidence and engagement – led to 67% of advisors graduating the enhanced coaching program -
Canadian Branch BankingTd 2003 - 2011Toronto, Ontario, Ca Various roles within branch banking at all levels including branch management
Daniele Laratta I Icp - Apo Education Details
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Brock UniversityGeography
Frequently Asked Questions about Daniele Laratta I Icp - Apo
What company does Daniele Laratta I Icp - Apo work for?
Daniele Laratta I Icp - Apo works for Jim & Co. Advisory & Consulting
What is Daniele Laratta I Icp - Apo's role at the current company?
Daniele Laratta I Icp - Apo's current role is CEO and Founder.
What is Daniele Laratta I Icp - Apo's email address?
Daniele Laratta I Icp - Apo's email address is dl****@****cial.ca
What schools did Daniele Laratta I Icp - Apo attend?
Daniele Laratta I Icp - Apo attended Brock University.
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