David B. Email & Phone Number

Boston, Ma, Us

Providence, Rhode Island Area

Responsible for driving all phases of medium to large projects/programs to successful completion in a very process oriented, structured PMO environment. Providing day to day leadership, management and coordination of all activities pertaining to project direction, goal setting, planning, budget estimation, resource allocation and assignments, project health and reporting, problem resolution and collaboration with key stakeholders to ensure project goals are met. Proactively provides… Show more Responsible for driving all phases of medium to large projects/programs to successful completion in a very process oriented, structured PMO environment. Providing day to day leadership, management and coordination of all activities pertaining to project direction, goal setting, planning, budget estimation, resource allocation and assignments, project health and reporting, problem resolution and collaboration with key stakeholders to ensure project goals are met. Proactively provides coaching and mentoring to individuals and teams for Project Management best practices, continuous process improvement and customer satisfaction initiatives. Show less

Smithfield, Rhode Island

Drive initiatives on behalf of our business partners from strategy through achievement of business objectives leveraging delivery leadership and expertise in planning, facilitation, and execution.• Managed / Led matrixed teams associates through a $180 million program focused on transitioning the legacy enterprise voice and email platforms to new platform. Enabling the transformation of how 17,000 associates engage day to day work across multiple channels• Coordinated the migration of… Show more Drive initiatives on behalf of our business partners from strategy through achievement of business objectives leveraging delivery leadership and expertise in planning, facilitation, and execution.• Managed / Led matrixed teams associates through a $180 million program focused on transitioning the legacy enterprise voice and email platforms to new platform. Enabling the transformation of how 17,000 associates engage day to day work across multiple channels• Coordinated the migration of roughly 6,000 customer services associates, across more than 50 Service Center teams in 6 locations• Secured and fostered partnerships with Legal, HR, and Compliance to ensure all stakeholders informed and project risks managed• Oversight of formal change management processes• Deployed 6000 wireless headsets to call center associates (through test and learn processes), which resulted in increased associate satisfaction and retention• Integrated complex migration and technology projects into a master plan, with inter project dependencies • Led the migration of all Fidelity branch locations within the United States (198) from a legacy voice Platform to new enterprise infrastructure. This resulted in common platform enhancing the customer and associate experience and supporting millions of transitions each day.• Led and delivered one of Fidelity’s Top 6 programs involving an enterprise-wide voice, email, and chat platform changes• Partnered with product managers and tech teams to deploy value driven enhancements to CRM platform including product integrations and data points, resulting in easier application navigation and data synchronization• Managed and led Backlog prioritization efforts for Product Owners ensuring clear communications to business and technology partners• Created and managed a new work intake process for tenured business and technology partners enabling more efficient and faster time to market with customer driven initiatives Show less

Marlborough, Ma

On behalf of Plan Sponsors, lead teams of data conversion specialists, plan configuration leads, communications leads, client relationship management teams through small scale corporate actions and larger new employer plan implementations.• Dedicated Project Manager to the Bank of America relationship overseeing all Defined Contribution projects associated with the relationship• Proactively managed project risks by understanding and facilitating the assessment of both client… Show more On behalf of Plan Sponsors, lead teams of data conversion specialists, plan configuration leads, communications leads, client relationship management teams through small scale corporate actions and larger new employer plan implementations.• Dedicated Project Manager to the Bank of America relationship overseeing all Defined Contribution projects associated with the relationship• Proactively managed project risks by understanding and facilitating the assessment of both client plans/practices and Fidelity's service commitments to clients through detailed analysis of plan documents.• Managed project costs by controlling project scope and meeting established timelines• Monitored, tracked, and reported project status/progress and regularly reported out to Senior Management and client stakeholders to ensure full transparency and visibility increasing client confidence and satisfaction• Coordinated and facilitated client facing discussions around project deliverables, procedures, and strategies leading to a highly committed and engaged teams• Made timely decisions based on available data and good judgment to ensure client satisfaction and deliverables met. Show less

Marlborough, Ma

• Accountable for the readiness of the Fidelity call center related to new plan/client implementations and/or events, including associate training on plan specifics, call routing architecture, and associate resource center creation• Scoped projects and develop realistic, workable plans and timelines• Established clear expectations and monitored progress, addressing issues and making in-course corrections as needed• CSS liaison for Plan Services business partners • Managed client… Show more • Accountable for the readiness of the Fidelity call center related to new plan/client implementations and/or events, including associate training on plan specifics, call routing architecture, and associate resource center creation• Scoped projects and develop realistic, workable plans and timelines• Established clear expectations and monitored progress, addressing issues and making in-course corrections as needed• CSS liaison for Plan Services business partners • Managed client expectations and internal partners through project status updates and clear communications• Created and managed detailed project plans for multi-product implementations• Devised new procedures and tools to assist with large client implementations• Designed and coordinated the delivery of multi product implementation training plans• Conducted post-implementation evaluations and reviews to measure success Show less

Marlborough, Ma

> Provide best in class customer service support to multiple large corporate 401k plan participants.> Execute on behalf of plan participants mutual fund and stock plan trades within 401k accounts> Communicate plan rules and industry regulations to plan participants.> Initiate and follow up on participant case inquiries.