Dave Smigielski Email and Phone Number
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With over 20 years of experience in Financial Services and Wealth Management, I am a seasoned business architect who integrates technology and strategy to create value for clients and stakeholders. I am a Principal at BCG Platinion, where I develop and execute go-to-market strategies for digital transformation using Salesforce and other platforms in various practice areas.I have a unique understanding of the business and technical needs of wealth management organizations, and I leverage my expertise in core portfolio management systems, data and digital platforms, and process improvement to optimize their performance and growth. I am also a skilled leader who prioritizes integrity and values when developing individuals and teams. I am passionate about helping firms navigate complex transitions and achieve their goals with agile methodologies and customer-centric solutions.Skills: Business Consulting, Functional Architect, Program Management, Business Analysis, Business Architect, Critical Thinking, Agile Methodologies, Salesforce.Salesforce Trailblazer.me link https://trailblazer.me/id/dsmigielski
Sparkpath Consulting
View- Website:
- sparkpathconsulting.com
- Employees:
- 1
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Wealth Technology Strategy ConsultantSparkpath Consulting Oct 2024 - Present
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Senior ManagerF2 Strategy Sep 2023 - Oct 2024San Francisco Bay AreaF2 Strategy, Inc provides boutique consulting services globally to support existing technology teams within the wealth management, family office, RIA and wealth manager space, helping these companies align their technology platforms and distribution channels with the wealth management experience that their clients expect. -
Principal - Digital TransformationBcg Platinion Apr 2022 - Sep 2023San Francisco Bay Area• Developed a go-to-market strategy to drive meaningful and impactful changes for clients using Salesforce in Wealth Management and other related Financial Services practice areas.• PMO for a global shipping company aimed to improve their international pricing strategy• Developed a payment gateway strategy for a US State Toll system• Developed Data & Digital Platform strategy for Global Financial services and insurance group -
Senior AdvisorSpringboard Advisory Group, Inc. Jan 2020 - Apr 2022San Francisco Bay Area• Provided strategic advisory and execution services to growth-oriented wealth management organizations related to technology transformation, team development, business strategy, and operational excellence; • Partnered with technology-focused industry providers to help drive profitable growth. -
Business Process ConsultantSelf Employed Jun 2018 - Jan 2020San Francisco Bay Area• Assist RIAs in enhancing their technology and operations.• Led 22 custom integration clients through a digital platform transition after a global investment banking company acquired a prominent planning software company.• Technical management of custom data migrations, seamlessly guiding each client through a sophisticated transition. -
Senior Program Manager, Business AutomationAutodesk Jan 2016 - Feb 2018San Francisco Bay Area• Co-led global program to deliver new web services interaction model with Autodesk’s channel partners (Distributors and Direct Resellers)• Led product team in charge of channel partner operations portal called ‘Partner Center’. • Led Quality, Policy & Process team whose main focus is to improve quality and drive down operational costs. -
Managing PartnerPlaywright Wines Dec 2007 - Dec 2016Napa, California• Managing partner and experienced vigneron. Focused on marketing, brand management, accounting and general winery production for Playwright Wines and Vin Des Temps Wines. • Specialized in small batch, sustainably produced wines from some of the best Napa vineyards. • Brands: Playwright, Vin Des Temps, Dacalier and Five/Five Wines -
Sr. Director, Data SolutionsAdvent Software 2012 - Dec 2015San Francisco Bay Area• Provided global leadership and general management for Advent’s Data Services and Solutions business, a $50+ million business line comprised of custodial data, alternative investment fund data, post-trade data and 403(b) compliance solutions • Directed a global team of nearly 20 Business Analysts and Interface Managers responsible for 10+ alliances and 400+ interfaces across multiple Advent products • Strategic role in discovery of new data business models that expanded Advent's data… Show more • Provided global leadership and general management for Advent’s Data Services and Solutions business, a $50+ million business line comprised of custodial data, alternative investment fund data, post-trade data and 403(b) compliance solutions • Directed a global team of nearly 20 Business Analysts and Interface Managers responsible for 10+ alliances and 400+ interfaces across multiple Advent products • Strategic role in discovery of new data business models that expanded Advent's data business in EMEA Show less -
Sr. Director, Product DevelopmentAdvent Software 2010 - 2012San Francisco Bay Area• Led the Data Services Operations, Services & IT teams instrumental in bringing Advent OnDemand to the Asset Manager market• Led support of this new service which allowed investment managers to retain control over operations and data while Advent managed the hardware and software administration, updates and patches
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Director, Data ServicesAdvent Software, Inc. 2008 - 2010San Francisco Bay Area• Led the team responsible for expanding Advent's capabilities into the 403b retirement plan space• Spearheaded the discovery, architecture and creation of scalable services that led to a hosted web portal that allowed multi-vendor retirement plans to view aggregated data from their investment providers
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Sr. Application Engineer, Data ServicesAdvent Software, Inc. 2006 - 2008San Francisco Bay Area• Created and led the Data Services PMO organization which allowed Data Services to expand and scale into multiple projects simultaneously, greatly expanding our scale and serviceability• Expanded Advent's Managed Hosting service into the Pershing Wealth Management Platform as well as the Fidelity WealthCentral platform. Advent's Data aggregation and reconciliation services were a significant portion of the data represented on both platforms
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Sr. Technical Interface ManagerAdvent Software, Inc. 2001 - 2006San Francisco Bay Area• Scaled Advent's Custodial Data (ACD) platform by using predictive modeling and machine learning• This process reduced team size, scaled our workload, and in a 3-year time frame, transitioned from a cost-centered operating model to a profitable data business with margins above 60% annually
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Sr. Technical Support RepresentativeAdvent Software 1999 - 2001San Francisco Bay Area
Dave Smigielski Skills
Frequently Asked Questions about Dave Smigielski
What company does Dave Smigielski work for?
Dave Smigielski works for Sparkpath Consulting
What is Dave Smigielski's role at the current company?
Dave Smigielski's current role is Wealth Technology Strategy Consultant @Sparkpath Consulting | Senior Manager @F2 Strategy Alum | Principal @BCG Alum | Senior Consultant @Springboard Advisory Group Alum.
What is Dave Smigielski's email address?
Dave Smigielski's email address is ds****@****ent.com
What is Dave Smigielski's direct phone number?
Dave Smigielski's direct phone number is +141550*****
What are some of Dave Smigielski's interests?
Dave Smigielski has interest in Animal Welfare, Children, Science And Technology.
What skills is Dave Smigielski known for?
Dave Smigielski has skills like Process Improvement, Business Development, Cross Functional Team Leadership, Collaboration, Business Strategy, Requirements Analysis, Entrepreneurship, Business Analysis, Management, Global Business Development, Program Management, Enterprise Software.
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