David Boretti Email & Phone Number

Remote

• Managed several different operations functions and ongoing projects within CIF Administration, overseeing onboarding, reporting and analytics, process re-design, and back-office operations
• Beginning in May 2022, managed cross-functional project in support of modernizing offerings for one of the firm’s largest external clients (Franklin Templeton), including daily, weekly, and monthly deliverables
• Managed 20+ daily and weekly operations processes, including both internal and external client deliveries

Wilmington, Delaware, United States

• Promoted to AVP, and managed several workstreams within the DMP Program as a product manager and Corporate Trust subject matter expert (SME), after successfully earning two Corporate Trust expert licenses
• Managed design, user experience, and user testing responsibilities across 20+ business lines and ops groups
• Lead the day-to-day integration of software engineers, business line stakeholders, ops groups, and agile coaches into a cohesive and successful minimum viable product (MVP) development phase

Wilmington, DE

• Partnered with various business lines to drive new project initiatives impacting clients and internal staff
• Created Proofs of Concept, Business Requirement Documents, and presentations for senior management related to the projects, while also analyzing and recommending the business case for each initiative
• Developed data visualization dashboards and KPI metrics for senior business line leaders using Tableau
• Completed 12 month “internal consulting” job that directly led to funding & launch of DMP program in 2019

Chambersburg, PA

• Promoted to second in command of Tier 3, large operational and high transactional volume branch
• Assisted senior branch manager in managing operations processes, sales efforts, and other branch activities
• Continued to utilize Series 6, Series 63, and LAH licenses and manage sales portfolio of over 250 households
• Facilitated two long term project initiatives (Bank wide MDP Advisors & Regional New Hire Development)

Chambersburg, PA

• Retail Track – performed all branch duties including customer service, sales, and operations supervising
• Acquired Life, Accident, and Health Insurance Pennsylvania State License (October 2015), Series 6 Limited Representative Investments License (March 2016), and Series 63 NASAA License (May 2016)
• Completed MDP Group Project over 5 month span integrating the Business Banking and Marketing divisions, and presented in front of senior management in February 2016
• Managed sales portfolio of over 250 consumer households

Annapolis, MD

• Full time summer position working with Decisions workflow automation software
• Completed project that compared data from current and upgraded models within the program; used results to test for bugs and inform customers of the differences between each model
• Assisted Quality Assurance department with simulations and testing of each component of the program

Bachelor'S Degrees, Mechanical Engineering And History

Activities and Societies: • Men's Soccer • Honors Program • Called to Lead Program • Interfaith and Community Service Challenge • Learning.

Education record

Activities and Societies: National Honors Society, Spansih National Honors Society, Varsity Soccer, Varsity Baseball, Varsity Track- Knott.