Daniel Reyzman, Jd, Mba Email & Phone Number

Led a new product space at the organization, legal and compliance. Compliance was core to the product offerings and the value we delivered to customers. Established a clear product vision & strategy, a comprehensive quarterly legal and compliance prioritized roadmap and review, and deliverable milestones. Worked with a variety of stakeholders and many cross-product teams to fully automate and improve an essential customer onboarding workflow. Prior to the project the process was fully manual. The project involved building a central document repository implemented as a micro-service that could be reused at scale, various integrations with Salesforce and other areas of the platform, and creating data analytics to further improve team performance This project saved $4 M annually, and greatly improved the customer experience. Instituted a new "hub and spoke" rules engine that allowed the organization to scale compliance. Built as a micro-service that could be integrated into through APIs by various areas of the platform. Implemented infrastructure both for rules and document use cases. Allowed fully automating end-to-end various workflows that cost the organization thousands of hours in labor. This set the foundation for an improved customer experience by guiding the user to a compliant action up front versus reactively. Led to improved customer trust and satisfaction, hundreds of hours of manual labor being saved, and implementing a scalable and sustainable solution for growth. Recognized a variety of product process improvements that could be made in the organization’s product lifecycle management. Identified appropriate product team metrics, helped to overhaul the product process, pushed for building horizontal products to compliment vertical solutions, outlined new JIRA workflows to move towards agile methodologies, and advocated for new release processes.

Indianapolis, Indiana Area

Instituted DriverReach’s first product management program. This constituted implementing a product vision and strategy, ROI analysis for various projects, prioritization exercises with various stakeholder (including executive leadership), created a short-term and long-term product roadmap, instituted product analytics through the use of Pendo to drive data-driven decisions, and implemented agile and scrum to the team. This was all done while also leading the product through the COVID- 19 shutdowns completely shifting the work environment from in office to fully remote. Additionally, guided the product priorities to meet rapidly changing economic environment and customer needs.With the COVID-19 lockdown customers quickly needed an electronic document solution. Working closely with the team, we designed and built from scratch a proprietary electronic document solution and launched within six months. This new feature increased average subscription revenue by $300 MRR per customer and was directly attributable to keeping customer churnbelow 1%.To work on lowering customer acquisition cost, led the efforts to change the growth model from a sales-driven growth modelto a product-led growth model.

Indianapolis, Indiana Area

Launched a new product for Affordable Care Act compliance, ACAAdvantage, achieving first year revenues of $1.2M. The product was launched in 2015 when the IRS was still finalizing the regulations. Learned to work in a fast-paced environment with consistently changing variables.Designed and launched a new cloud-based product platform for tax credits and incentives, Incentive Advantage. Incentive Advantage allowed customers to see what types of tax credits and incentives they were receiving, in what states, and what other opportunities might be available. The launch of this product helped retain $8 M in customer base revenue.Led launching a project that replaced the automated phone screening system, which had been stalled for two years prior. This accounted for retaining $1M in client base revenue.Directly managed 50% of FADV’s ACAdvantage book of business. Working directly with customers solidified the skill of being the “voice of the customer.” Achieved 0% attrition in our first year of launch.Implemented a new tax credit screening product feature, which simplified application screening. This resulted in $1.6M in incremental revenue annually due to higher rates of completion.

Fishers, In

Was tasked with completing a variety of statutory and legal research to identify various tax credit opportunities for customers, which led to increased revenues.Converted statutory and legal requirements into product requirements, and ensured products were operating as intended. Through my research was able to find discrepancies in the ACA SaaS solution that led to an overhaul to bring the product into compliance prior to launch.Designed and presented educational materials which included webinars to educate current and potential clients in stakeholders. These various presentations FADV was able to convert a small percentage into paying customers and improve our reputation in the market.

Indianapolis, Indiana Area

• Responsible for leading a team of six with diverse backgrounds in the commercialization of two educational products developed by the university faculty; addressed market segmentation, business strategy, and competitive analysis.• Identified and delegated tasks based on team skills.• Partnered with the faculty to understand their product vision, leading to the initial product development plan and a business strategy, considering account external factors including consumer data and product limitations.

Indianapolis, Indiana Area

Assisted the executive director of the HSPA during the 2014 Indiana legislative session• Identified and tracked proposed legislation that impacted the organization and its members• Participated in state house committee hearings and legislative sessions• Drafted recommended amendments to proposed legislative bills• Worked with house representatives and senators to negotiate and clarify proposed legislation

Indianapolis, In

Worked on a two person team to help parties facing compliance concerns due to the Boiler MACT (Maximum Achievable Control Technology) Regulation• Performed research on current and proposed legislation to better advise parties with their compliance investment, with a particular focus on the Boiler MACT regulation• Developed solutions for organizations facing compliance issues, taking into account public policy, available technologies, and the overall financial cost and impact• Created a final report for the executive director of the center that could be used by parties affected by the regulation or for continuing academic research

White Plains, New York

Served as a judicial intern for the Honorable David S. Zuckerman• Researched various legal topics to prepare memorandums for use in forming judicial opinions• Participated in judge-attorney conferences and court observations to gain an understanding of the judicial process• Collaborated with two other judicial interns on a complex legal project related to tax exemption

Indianapolis, Indiana Area

Worked in the tax sector of the NCLC in assisting low income individuals with their tax controversies and educating new immigrants• Researched statutory and common law solutions to resolve client's tax controversies• Prepared amended tax returns• Participated in educational tax seminars designed to educate new immigrants on income taxation in the United States

Noblesville, In

Assisted Mr. Rodriguez in establishing his new private practice• Performed requisite legal research, and prepared legal memorandums• Developed an office administrative plan which included creating a client database and setting up a document management system

Indianapolis, In

Worked with bank clients daily to address their banking needs• Achieved weekly and monthly sales goals through excellent customer service• Analyzed customer’s concerns to appropriately match them with financial solutions offered by the bank

14390 Clay Terrace Blvd., Suite 241 Carmel, In 46032

Helped the Barret Duncan & Duncan Wealth Advisory Group in their business development during the financial recession• Performed requisite tasks consisting of cold calling, developing investment reports, and preparation work for potential client meetings

510 E 96Th St. Indianapolis, In 46240

Helped two financial advisors in their business development during the financial recession• Created stock reports in excel based on specific financial criteria to help the financial advisors in their investment recommendations • Developed new client relationships by marketing financial products through cold calls averaging 75 to 100 per day

Juris Doctor

Master Of Business Administration (Mba)

Activities and Societies: Student Advisory Board

Bachelors Of Science, Finance, International Studies, And Minor In Economics