Daniel Tobin Email & Phone Number

Boston, MA, US

Cambridge, Massachusetts, US

• Accelerated growth and reduced costs by implementing innovative business solutions for clients.
• Analyzed a regional bank’s automated marketing IP, algorithm, and processes and recommended the launch of an independent commercial venture. Venture is in stealth mode.
• Established plan leveraging six sigma to “operationalize” a vertically integrated startup. Developed OKR strategy to maintain margins and as a template for acquisitions.
• Studied company’s current situation, developed a roadmap for growth, and a funding plan to support both growth and a near term exit strategy.

Rowley, Massachusetts, US

• Transformed operation of transportation electrification clean-tech startup. Drove strategy development, inventory, fund raising, marketing, sales, finances, employee benefits, and the effective use of funds.
• Grew from pre-revenue to revenue, then raised A-round with Toyota Tsusho.
• Wrote SOW, negotiated with the Defense Innovation Unit and the US Marine Corps, awarded contract accounting for nearly all the company’s annual revenue.

Armonk, New York, NY, US

• Business analytics reduced costs through innovative transformative multi-year multi-million-dollar agile based online banking project (State Farm), and Watson (AI & ML) based Proof of Concepts to key clients (Vanguard.
• Reduced expenses by over $1 million through process automation and new desktop enabling agents to handle customer calls better and faster (30%) via agile-design-thinking effort for State Farm Bank. Leveraged.
• Rapidly developed Watson-based sales dashboards using agile and design thinking tools for Vanguard and SunTrust generating over $1million in revenue.

• Founding member of innovative asset retention pilot team that improved asset retention rate on wealth management accounts by over 100 basis points in first six months.
• Team launched the Private Client business practice for TD Ameritrade.
• Drove account retention improvement rate increase of 100 bps for the New England territory generating an additional $1million in annual revenue. Program success led to nationwide expansion.

Equity crowd funding platform opportunistically leveraging new fund raising requirements. Provided subject matter expertise to chief technology office for design and build of innovative platform geared to help start-ups and early funding round companies gain traction in the marketplace.

• Innovative forward thinking global management consulting firm that combined deep market-specific knowledge with specialized expertise in strategic initiative solutions, market advisory, and business advisory supporting.
• Analyzed data and authored proposal for potential financial service industry investments for Actis, a global Private Equity firm, in Asia, Europe, and South America. M&A due diligence supported fund of over $5B.
• Led development of Clearing and Settlement joint venture combining US Clearing firm, outsourced offshore operations, state-of-the-art technology stack, with funding by Actis.

Boston, Massachusetts, US

co-author of fund raising strategic visionary pitch documents. Online solar marketplace, SaaS.

Charlotte, NC, US

Executed key initiatives including EPMO, Readiness, Change Management, Customer Experience, Retirement Product Desk, and strategic initiatives. Rapidly deployed a Program Management Office to eliminate enterprise risk and to drive efficient use of critical resources for GWIM. Foundation built on Six Sigma principles Implemented product plan integrating.

Newark, New Jersey, US

Executive Sponsor for building the Retirement Industry's first online portal. Portal supported sales, service, customers, marketing and operations to significantly reduce costs, improve margins, and gain market share.Created communications strategy, tactics, and plans to execute Communications efforts for company demutualization, including all internal and.

Visionary consulting firm providing answers to leading financial services companies such as; "What is the internet?, Can you make money on the internet?, Who can use the internet?, Are we too early or too late?"Financial Services Operations. The "WEB". Business and Marketing Strategy.

Boston, MA, US

Built first of its kind middle office to support the branch network and call centers, reducing costs, improving margins, adding consistency and reducing risk.Re-engineered retail customer service strategy, front-middle-back-office operations, launched risk management, implemented innovative technology solutions. Analyzed service issues and executed service.

Ba, Political Science

Computer Systems Networking And Telecommunications

Certified Employee Benefits

Bachelor Of Arts - Ba, Political Science And Government