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.