David A. Carpenter, Pmp, Mba

David A. Carpenter, Pmp, Mba Email and Phone Number

Vice President, Project Management at LPL Financial @
David A. Carpenter, Pmp, Mba's Location
San Diego, California, United States, United States
David A. Carpenter, Pmp, Mba's Contact Details
About David A. Carpenter, Pmp, Mba

Accomplished program executive and business consultant with extensive experience leading and delivering successful projects in real estate, healthcare, manufacturing, and financial services industries.➢ Demonstrated history of consistently exceeding customer expectations. Delivered innovative solutions that expanded and enhanced controls while providing exceptional user experiences.➢ Proven track record of aligning people, processes and technologies to achieve world-class results.➢ Inquisitive with high learning agility; skilled at understanding new business environments quickly and rapidly building strong, productive relationships.➢ Trusted business partner, working with stakeholders to develop an in-depth understanding of the business needs and to evaluate opportunities and address challenges. ➢ Expert at defining and managing project scope, budget, schedule, execution, and mitigating risks.Accomplishments:➢ Program Lead for multiple mission-critical, client experience transformation initiatives for the largest independent broker/dealer LPL Financial.➢ Delivered multiple successful projects for green mobile phone recycler HYLA Mobile.➢ Established Enterprise BPM Program & COE, delivered 34 cross-functional projects.➢ Built successful partnerships with Operations, HR, Finance, Audit, and Executive groups.➢ Doubled annual revenue through successful on-time and on-budget project deliveries.➢ Managed 14 Commercial accounts in the US and Mexico generating $6 million annually.➢ Managed multiple ERP implementations for US and Canadian Manufacturing clients.Professional Credentials:➢ Certified Project Management Professional (PMP)➢ Certified ScrumMaster (CSM)➢ Certified SAFe 5 Agilist (SA)Areas of Expertise:➢ Program & Project Leadership, Project Planning & Execution, Account Management, ➢ Process Improvement & Optimization, Business Process Management, Process Outsourcing➢ Solutions Implementation, Agile, ERP, SDLC, Change ManagementAwards:➢ Recognized by Forrester Research as Highly Effective and Resourceful Operator (HERO), 2012

David A. Carpenter, Pmp, Mba's Current Company Details
LPL Financial

Lpl Financial

Vice President, Project Management at LPL Financial
David A. Carpenter, Pmp, Mba Work Experience Details
  • Lpl Financial
    Vice President, Project Management
    Lpl Financial Feb 2017 - Present
    ➢ Partnered with business and technology stakeholders to deliver innovative solutions that provided exceptional user experiences while enhancing controls. Led high-profile, high risk regulatory efforts on behalf of the Firm. Led cross-functional projects from inception through close. Defined and managed project scope, budget, schedule, execution, and mitigated risks.➢ Hired, coached, and managed an expert team of Project Managers.➢ Projects delivered: o Enterprise: Program lead for Model Wealth Portfolios (MWP), Service Transformation, & ClientWorks.o Departmental: Partnered with department heads to define and execute individual efforts across Service, Trading and Operations.o Regulatory & Remediations: Drove results partnering with SMEs, internal and external counsel and regulatory agencies to establish governance framework, implement QA processes, and remediate issues for the Firm.
  • Lpl Financial
    Avp, Project Management
    Lpl Financial Mar 2015 - Feb 2017
  • Hyla Mobile - Extending The Life Cycle Of Mobile Devices
    Director, Continuous Business Improvement
    Hyla Mobile - Extending The Life Cycle Of Mobile Devices Nov 2013 - Mar 2015
    Farmers Branch, Tx, Us
    ➢ Initially contracted with the company to manage process improvement initiatives. Asked to join fulltime to help build a Project Management team and program. Hired, coached and managed an expert team of PM’s.➢ Led cross-functional projects from inception through close. Partnered with business stakeholders to elicit and drive project requirements and conduct in-depth project discovery workshops. Managed scope, schedule, and execution. Identified and managed project risks and facilitated change management.➢ Projects delivered: o AT&T Wireless: Launched new Riverside, CA processing facility, 100 Day Account turnaround.o Verizon Wireless: Transition of device ownership, critical supply chain and process optimization initiatives. o Corporate initiatives: Repair vendor data exchange, Oracle R12 Order to Cash lead.
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  • Hyla Mobile - Extending The Life Cycle Of Mobile Devices
    Consultant, Continuous Business Improvement
    Hyla Mobile - Extending The Life Cycle Of Mobile Devices Jun 2013 - Nov 2013
    Farmers Branch, Tx, Us
    View
  • Archstone
    Director, Business Process Management
    Archstone 2006 - Feb 2013
    ➢ Established, built and led a Business Process Management program. Chaired program steering committee, included CIO and other senior leaders, to set program strategy. Led an accomplished Agile team that delivered 34 workflow enabled solutions using Appian’s business process management suite (BPMS). ➢ Identified and partnered with business stakeholders to elicit and capture individual project requirements. Led co-located and virtual project teams of 25+. Managed project scope, schedule, and execution. Identified and managed project issues and risks.➢ Projects delivered: o Enterprise wide solutions: Associate Onboarding, Property Acquisitions, Vendor Management, HR/Personnel Requests, Recruiting Requisitions, and Systems Access Requests.o Field solutions: Incident (Case Management) Reporting, Resident Relocation, ADA, CapEx Funding, Resident Referrals.o Executive solutions for the CFO: Wire Transfers, Construction Loan Funding.
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  • Sourcecorp
    Client Business Unit Director & Senior Project Manager
    Sourcecorp 2004 - 2006
    ➢ Directed internal and client project teams from project initiation through successful solution implementation and project closure. Defined project scope, consulted on business requirements, and developed project schedules. Managed project risks, issues and change requests. ➢ Projects delivered: o Web-based electronic workflow solution for approval of new dealers for DIRECTV and, separately, a solution to digitize and route all customer mailed correspondence. o Document imaging and tracking solution for Kaiser Permanente’s thirty-two HIMS facilities in the Mid-Atlantic Region. o Mailroom, document imaging, indexing and data capture functions for UnitedHealth Group’s Discount Pharmacy Enrollment program and for WellPoint Healthcare’s Large Group claims. ➢ Promoted to Client Business Unit Director with P&L responsibility for 14 commercial accounts generating $6 million in annual revenue while retaining PM responsibilities. Managed client relationships, identified new revenue opportunities, implemented cost savings initiatives, and ran day-to-day operations in the US and Mexico.
  • Sct/Agilisys (Now Infor)
    Senior Consultant
    Sct/Agilisys (Now Infor) Dec 1997 - Jul 2003
    New York, Ny, Us
    ➢ Directed client project teams through entire ADAGE Order to Cash ERP implementation cycle for manufacturing, distribution and supply chain clients. ➢ Managed client engagements, developed strong relationships, and exceeded expectations. Defined and managed complex project schedules, identified and resolved issues, and mitigated project risks.➢ Clients included: Safeway Corporate Brands, Blue Diamond Growers, National Frozen Foods, Sun-Rype Products, Georgia Pacific Corp., and Cumberland Packaging.
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  • Basic American Foods
    Project Manager / It Specialist
    Basic American Foods 1995 - 1997
    Walnut Creek, California, Us
    ➢ Developed and managed multi-year master project plans directing the efforts of five business re-engineering teams and various support teams (more than 125 team members in total) relating to the implementation of the ADAGE Supply Chain Execution (ERP) software package supporting various core business initiatives. ➢ Supervised execution of business process pilot, including validation of process flows, business case scenarios, scripts, and data models.
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  • Wells Fargo
    Financial Analyst
    Wells Fargo 1994 - 1995
    San Francisco, California, Us
    ➢ Responsible for Corporate and Commercial Banking’s PC-based cash management product pricing model. Administered incentive compensation plans. Coordinated, defined and implemented product goals. ➢ Trained senior vice-presidents, and sales staff on various systems. Enhanced usage of prior program versions, significantly increasing sales productivity, to drive revenues and profits.
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  • Wells Fargo
    Operations Analyst
    Wells Fargo 1992 - 1994
    San Francisco, California, Us
    ➢ Developed and implemented procedures that reduced transactional errors and increased client satisfaction. ➢ Designed centralized fulfillment center to handle requests from 200,000 participants in 401(k) retirement plans, Large Group IRA’s, IRS tax information, mutual fund prospectuses, fact sheets and enrollment kits. ➢ Centralized 401(k) divisional mailing functions into one unit reducing mailing costs and turn-around time 40%, while increasing accuracy to 99.6%.
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David A. Carpenter, Pmp, Mba Skills

Vendor Management Process Improvement Business Analysis Project Management Management Change Management Business Process Business Process Improvement Program Management Leadership Outsourcing Crm Sdlc Management Consulting Budgets It Management Business Process Management Training Account Management Enterprise Software Project Planning Operations Management Erp Product Management Customer Service Team Leadership Call Centers P&l Responsibility Saas Strategic Planning P&l Management Call Center Bpms Customer Relationship Management

David A. Carpenter, Pmp, Mba Education Details

  • Saint Mary'S College Of California
    Saint Mary'S College Of California
    Graduate School Of Business
  • Saint Mary'S College Of California
    Saint Mary'S College Of California
    Minor In Economics
  • Diablo Valley College
    Diablo Valley College
  • The Athenian School
    The Athenian School
  • Singapore American School
    Singapore American School

Frequently Asked Questions about David A. Carpenter, Pmp, Mba

What company does David A. Carpenter, Pmp, Mba work for?

David A. Carpenter, Pmp, Mba works for Lpl Financial

What is David A. Carpenter, Pmp, Mba's role at the current company?

David A. Carpenter, Pmp, Mba's current role is Vice President, Project Management at LPL Financial.

What is David A. Carpenter, Pmp, Mba's email address?

David A. Carpenter, Pmp, Mba's email address is da****@****ail.com

What is David A. Carpenter, Pmp, Mba's direct phone number?

David A. Carpenter, Pmp, Mba's direct phone number is +161979*****

What schools did David A. Carpenter, Pmp, Mba attend?

David A. Carpenter, Pmp, Mba attended Saint Mary's College Of California, Saint Mary's College Of California, Diablo Valley College, The Athenian School, Singapore American School.

What skills is David A. Carpenter, Pmp, Mba known for?

David A. Carpenter, Pmp, Mba has skills like Vendor Management, Process Improvement, Business Analysis, Project Management, Management, Change Management, Business Process, Business Process Improvement, Program Management, Leadership, Outsourcing, Crm.

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