David Chan Email & Phone Number

New York, Ny, Us

New York, Ny, Us

As a Product Manager at JP Morgan's Private Bank, I lead the development and oversee the roadmap for our proprietary lead generation software. This global pre-sale advisor CRM solution is designed to manage digital, market-driven leads at scale, enhancing client acquisition efforts.- Drive product development with a team of dedicated engineers, to deliver new features/enhancements, which helps our sales team's process in optimizing the capture, qualification, and assignment of leads to advisor. Through this effort, the global sales teams, have successfully welcomed over 800 new clients and brought in over $13B in new AUM since 2021- Expanded the product's global footprint by launching the app in EMEA, APAC, and LATAM- Launched multiple product functions to reduce the amount of friction it takes to connect with our target audience. Added additional communication channels to deepen engagement, which is projected to bring in $300MM+ in new AUMs- Incorporated AI/ML technology for transcription, translation, summarization and lead classification. This enable the platform to identify prioritization, deepening opportunities with nurture journeys, and lead prediction

New York, Ny, Us

As product in the Digital and Client Solutions (D&CS) platform under the Digital Wealth Management (DWM) program, I manage the product delivery of our Accounts Opening and Activation (AOA) experience for our You Invest (YI) product, Securities Based Lending (SBL) product, and the automation of our service transformation initiatives for our Global Wealth Management (GWM) clients.- Managing the strategic development of new product features for the YI product line (both trade and robo-trading) by reviewing product vision and defining scope to launch MVP - Drive and define prioritization of the product roadmap by working with development leads and their squads to review product requirements, development sprint plans, and available capacity of the squads - Manage the execution of monthly and quarterly deliverables by ensuring product epics and stories are fully groomed and tracked in JIRA, end 2 end (e2e) testing is completed, and work with release management to deliver products to clients- Championed department-wide effort on how to manage projects using the agile methodology, by hosting training sessions and providing examples on past projects

New York, Ny, Us

Global Strategy Operations is an internal consulting group at JP Morgan, which I provided strategic solutions and program management functions across the CIB and GWM lines of business.- Led initiative to design an inquiry/knowledge management product for the legal and wealth management department, this tool helped streamline the process and responses time to client’s documentation request - Successfully launched a 5-person central utility to support the Global Banking and Markets groups operational services, which saved over $1MM in vendor cost and projecting an additional $3MM by end of 2019

Plano, Texas, Us

- Project lead to stand up a Cyber Security Program Management Office, by conducting current and future state analysis, establishing new processes, and developing an implementation road map - Led a client engagement of $500M for BOA Global Banking and Markets group, to develop and document new processes, create standard operating procedures/guidelines, and generate reporting on test findings for manual and surveillance trades- Oversaw a Project Management Office that regulated the creation of BNPP’s $20MM IHC Data Governance (DG) program- Built a dashboard that summarized Issue Management & Remediation (IMR) metrics for Chief Data Officer (CDO)- Designed a SharePoint repository that housed 50+ training documents to support change management efforts- Supported a business development pipeline of $3MM+ for Tier 1 investment banks (IB)

Dublin 2, Ie

- Developed strategy that allowed AMEX to save $2MM by reengineering their Global Corporate Credit Card (CC) statement experience- Documented As-Is processes & drove To-Be requirements in conjunction w/ AMEX’s IT and Legal stakeholders- Created project schedule for AMEX Global Corporate CC statement experience that defined deliverables, timelines, & resource needs- Coordinated activities across 20+ GS workstreams (200+ Projects) for the Private Bank, Trust, and Wealth Advisory Services to support $10MM+ Wealth Management system integration

London, Uk, Gb

- Managed a $30MM BSA/AML project that addressed BCBS 239 deficiencies identified in an OCC consent order. Projects in the portfolio included an AML Transaction Monitoring, and an AML KYC policy, procedure, and operational assessment- Managed the global implementation of the Oracle Watch list screening project, spanning clients across the bank’s Capital Markets (Private Wealth and Investment Bank), Retail (Consumer), and Commercial Banking business- Worked with the Chief Compliance Officer to define requirements for a Trade (bonds, FX, etc.) Surveillance system and documented As-Is and To-Be processes to support the change management initiatives

New York, New York, Us

Acumen Solutions: (Citi GAML 01-2012 - 06-2012)- Managed the strategic development and sales performance of Citigroup’s smart bank expansion initiative, including the creation and execution of comprehensive development plans and sales goals, which is bringing in over $1 billion in new depositsDistribution Strategy: 06-2012 - 05-2014- Led performance management for regional cross functional project teams, including oversight for the sales marketing process which led to pre-sales of over $40 million- Chaired conference calls to discuss sales strategies, track/share best practices on client on-boarding, and proposed remediation options as needed to minimize execution risk and deliver customer facing functionality as promised- Developed project plans with milestones, activity duration estimates, and schedules in collaboration with sales partners and marketing campaign groups to build brand awareness and increase sales acquisitions- Improved the sales and operation process by creating a SharePoint toolbox which includes the project plan, planning and execution sales guide, pre-sales tactics, post-sales tactics, marketing plans, scorecard goals, and safety net- Researched, analyzed, and prepared business cases for build out of new Citigroup smart banks. Create presentation materials for approval of funding that include the evaluation of cost, analysis of the business trade area, and ROI

London, United Kingdom , Gb

- Awarded top performer in 2010-2011 by the CEO for creating and managing competitive pricing solutions on RFPs of high frequency trading networks, which resulted in over $10 million in new business sales- Maximized profit by engineering competitive global solutions on RFPs for Fortune 1000 companies, that meets the client’s business objectives and their target cost- Expanded the company’s global footprint by developing successful business cases, sales analysis, pricing management and marketing strategies to senior management on investments based on data of customer demands, trends, and ROI- Managed and developed strategies on global opportunities by creating Excel cost models to identify P/L, margin analysis, market competitiveness, and NPV which resulted in a faster turnaround time and higher win ratio- Developed and maintained solid client relationships by responding to all incoming RFI/RFP request, coordinate the end to end project life cycle, and manage the global negotiation process with affiliates and vendors