Dave Cooper

Dave Cooper Email and Phone Number

Seasoned Leader with 20+ years of experience in financial services and process improvement. Excel expert. Reliability Status Security Clearance. @
Dave Cooper's Location
Rockland, Ontario, Canada, Canada
Dave Cooper's Contact Details

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About Dave Cooper

Seasoned leader with solid education and extensive experience in process improvement, project management, and strong leadership and performance management expertise. *Relationship Development: Strong interpersonal and political acuity with passion for cultivating valuable business relationships with diverse stakeholders. Engaging presenter and skilled written communicator. Proven ability to leverage relationships and collaborate with colleagues to achieve business objectives.*Project Oversight: Highly organized with combination of technical, leadership, and business expertise to guide project planning and implementation. Highly motivated to monitor and evaluate trends and emerging issues and apply new knowledge to solve problems.*Team Leadership: Proven record of achieving operational targets through others, with 10 years of experience leading, developing, and coaching high-performing individuals in multi-disciplinary teams.*Key Strengths: Finely tuned analytical skills with a dedication to continuous improvement utilizing Lean methodologies. Effectively interfaces with senior leadership for strategic planning initiatives. Results focused. Able to achieve maximum impact with minimal cost. Strong finance and regulatory knowledge.

Dave Cooper's Current Company Details
DN Cooper Services

Dn Cooper Services

Seasoned Leader with 20+ years of experience in financial services and process improvement. Excel expert. Reliability Status Security Clearance.
Dave Cooper Work Experience Details
  • Dn Cooper Services
    Independent Consultant
    Dn Cooper Services Feb 2022 - Present
    Ottawa, Ontario, Canada
    Working with an industry leading client to prepare responses to Requests for Proposal (RFP) issued by federal and provincial government departments, agencies, and by municipalities seeking accessibility compliance and planning services.
  • Scotia Capital
    Manager, Process Improvement
    Scotia Capital Jul 2014 - Oct 2016
    Toronto, Ontario
    Performed as a catalyst and directed an interdisciplinary team in the review of workflows and processes to identify opportunities for efficiencies, cost reduction, and redundant or obsolete tasks for a global investment banking institution.Select Contributionso Coached and trained members of staff on quality assurance and lean principles in step with maintaining an enterprise wide quality management system and strategies for internal clients.o Developed simplified processes which resulted in more timely processing of transactions.o Created reporting tools for management enabling simpler, faster, and more robust data sharing, thereby reducing report generating time from 5 hours to 40 minutes.
  • Scotia Capital
    Manager, Gics
    Scotia Capital Mar 2012 - Jul 2014
    Toronto, On
    Accountable for managing the team performing the administration of a category of client assets for HollisWealth division and processing orders and payments for this category for clients of Scotia Capital.Select Contributions:o Reduced weekly team overtime from 25 to 5 hours/week by automating data processing tools.o Maintained a fully staffed team by hiring the most talented staff members, onboarding, and managing performance through effective feedback, coaching, and broader career growth discussions.
  • Scotia Capital
    Secondment, Michelangelo Project
    Scotia Capital Jul 2013 - Dec 2013
    Toronto, On
    Performed as Subject Matter Expert for Entitlements team of Scotia Capital on interdisciplinary team documenting and analyzing work processes and recommending process improvements.Select Contributions:o Presented senior leadership with recommendations for process improvements within the Entitlements team, resulting in a 7% reduction in workforce resource needs.
  • Registered Deposit Brokers Association (Rdba)
    Deposit Broker Director
    Registered Deposit Brokers Association (Rdba) 2008 - 2016
    Toronto, Canada Area
    Collaborated with the Board of Directors to formulate best practices and guidelines for broker members to enhance consumer protection and increase consumer education regarding product characteristics, insurance, and broker obligations.Select Contributions:-Effectively represented DundeeWealth and Scotia Capital on RDBA Board of Directors.-Advised the Board on deposit broker concerns and maintaining viable sales channels through knowledge of emerging industry trends, regulations, and industry trends.-Collaborated with the Board to formulate best practices and guidelines for broker members to enhance consumer protection and increase consumer education regarding product characteristics, insurance, and broker obligations.
  • Dundee Wealth
    Assistant Manager And Manager, Gic Department
    Dundee Wealth Oct 2006 - Mar 2012
    Toronto, Ontario
    Directed the efforts of a team of ten staff responsible for the administration of 1.4 billion dollars in client assets held in deposit products with 35 Financial Institutions, including order settlements, client payments, client reporting, and addressing branch inquiries; and tax reporting.Select Contributionso Increased consumer protection by proactively designing and implementing a guide for addressing deposit product orders used by Financial Advisors when working with compliance issues. o Effectively led campaigns for savings and bonds by communicating with network of contacts in the provincial governments and the Bank of Canada. Worked alongside legal department and other managers to approve contracts and develop an internal communication strategy with the sales organization.
  • Dundee Private Investors Inc
    Administrator, Data Integrity Administrator, And Gic Adminsitrator, Gic Department
    Dundee Private Investors Inc Feb 1997 - Oct 2006
    Toronto, Canada Area
    Created and implemented policy administration and operating procedures for the Operations Department, resulting in significantly increased adherence to industry regulations. Supported improved client asset management by performing administrative tasks such as orders, corrections, transfers, and reconciliations for branches in Alberta and British Columbia. Select Contributions:o Successfully built effective business relationships with Financial Advisors ensuring compliance with regulatory framework, particularly for orders processed through securities referral agreement with Royal Trust by reconciling paperwork in relation to company procedures and legislation.o Designed a database to house annual CRA and Revenu Québec filings for non-fund holdings, which reduced the organization’s risk of non-compliance with federal tax filing guidelines and the risk of incurring late filing penalties in an effective collaboration with IT, colleagues, and peer managers.o Successfully created forms for deposit products to remain in compliance with regulatory requirements and facilitated knowledge of same to all relevant stakeholders.

Dave Cooper Skills

Access Coaching Financial Services Business Process Mapping Management Vendor Management Risk Management Investments Process Simulation

Dave Cooper Education Details

Frequently Asked Questions about Dave Cooper

What company does Dave Cooper work for?

Dave Cooper works for Dn Cooper Services

What is Dave Cooper's role at the current company?

Dave Cooper's current role is Seasoned Leader with 20+ years of experience in financial services and process improvement. Excel expert. Reliability Status Security Clearance..

What is Dave Cooper's email address?

Dave Cooper's email address is dn****@****hoo.com

What schools did Dave Cooper attend?

Dave Cooper attended Algonquin College Of Applied Arts And Technology, University Of Toronto - Victoria University.

What skills is Dave Cooper known for?

Dave Cooper has skills like Access, Coaching, Financial Services, Business Process Mapping, Management, Vendor Management, Risk Management, Investments, Process Simulation.

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