Dave Gray Email & Phone Number

West Palm Beach, FL, US

Greenwood Village, CO, US

Boston, MA, US

Executive management team member of Workplace Investing.

Boston, MA, US

Boston, MA, US

Washington, DC, US

One of 15 members appointed by the Secretary of Labor to advise and submit recommendations. I was honored to serve as a member for the statutory 3-year term upon being appointed by Secretary Scalia.

Westlake, Texas, US

• Charles Schwab & Co. is leading investment services firm, a custodian for independent advisors, and a leader in asset management and retirement planning with over 35,000 employees, $7T in client assets and $23B in.
• Led product strategy and execution for institutional customers through all phases of the product lifecycle- design, development, positioning, pricing, and ongoing management.
• Innovated with the design, development, and successful market launch of Schwab Index Advantage, the industry-first, patented intra-day traded Exchange Traded Fund product for workplace retirement plans integrated with.
• Designed, developed, and launched Schwab’s Managed Account Service with $5B in client assets in less than three years, producing $25M in annual revenue at a 65% margin.
• Invented Advisor Managed Accounts, an industry- first that os now widely adopted by leading recordkeepers and advisors. Conceived the offer, led the development, and was responsible for all aspects of go-to-market.
• Transformed the customer digital experience with a redesigned website, interactive financial planning tools, financial wellness solutions, and mobile apps, resulting industry-awards and improved market competitiveness.

Portland, Oregon, US

• Founded in 1906, The Standard is a leading financial services and insurance company. The Standard acquired Invesmart, Inc. in 2007 for $85MExecutive responsible for client service teams, third-party intermediary.
• Key leader of a cross-functional management team that executed the successful migration of customers from Invesmart’s platforms, services, and contracts to those of Standard Insurance, achieving 98% client retention.
• Leader in the development and execution of the strategic plan to consolidate operations and service centers, shuttering eleven Invesmart offices and reducing business unit direct operating expenses by 30%.
• Built a national client relationship management and service team covering thirty locations, including organizational and management structure; incentive compensation programs; service quality standard. Responsible for.
• Implemented national training programs for client relationship managers to improve service quality.
• Served as an Executive Sponsor for key client relationships and national investment advisory firm partners.

• Invesmart was the nation's largest independent, full-service retirement financial services company with 20 locations and 500 employees serving 4,000 workplace retirement plans with $10B in assets under administration.
• Consistently exceeded EBITDA goals in all offices, including transforming the Portland, ME office from a -7% EBITDA to +33% by revamping workflow, operational efficiencies, top line growth through profitable new.
• Reduced operating expenses by 20% while improving service quality and client retention by eliminating redundant processes and creating efficiencies through technology.
• Developed new distribution channels through local advisory firms and regional banks to increase new business and reduce revenue concentration risk.
• Played a key role in the development of RightPath, fee-based investment advisory solution for individual investors.
• Established a company-wide service quality program and customer feedback mechanism, resulting in Invesmart receiving nationally recognized awards for service.