Dan Moon Email & Phone Number

Extensive experience leading strategic initiatives and building high performing teams that drive scale and agility to transform business goals and objectives. Demonstrated and successful career with a results-driven history of executive management and leadership. In-depth knowledge spanning data management strategy and governance, investment operations, technology architecture strategy, business process analysis, and solution design and implementation. Strong contributor to overall global business strategy and solutions. • Strategic Initiative Leadership and Advisory • Vendor Partnership Management • Technology and Operations Leadership• Building and Managing High Performing Teams • Data Management and Solution Integration • Business and Change ManagementSELECTED ACCOMPLISHMENTSLEADERSHIP• Directed the design, development and implementation of an enhanced operation support model for supporting the daily data needs for global business• Enterprise Relationship Manager responsible for cultivating Tier 1, multi-million dollar outsourcing relationship providing back/middle back office services to direct and multi-manager investment businessesSTRATEGY & INNOVATION• Directed, defined, established, managed, and implemented a Global Data Management Strategy, Governance, and Architecture• Managed, developed and implemented a reliable world-class Shared Services Organization, ensuring alignment with divisional strategic and operational scalability requirements• Provided vision and thought leadership to executive-level management for successful development, implementation, and integration of all data management initiatives globallyTRUSTED ADVISOR• Built strategic relationships across 3rd party providers (custodian banks, brokers and software providers) to effectively manage strategic partner and business to business services• Negotiated financial terms, conditions, SLA’s for services with providers for new or higher service levels, including increased functionality, enhanced systems, effective terms and mutually beneficial partnerships

Listed skills include Vendor Management, Portfolio Management, Strategy, Asset Managment, and 20 others.

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  Washington State University

  Psychology