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I am a seasoned and thoughtful business executive with extensive International Financial Services operations and technology experience. An expert in leading large organizations through global and local transformational change with passion and purpose. I drive change with a keen ability to communicate with impact at the Board, Executive, Project and Team level. I am a individual that influences and leads teams through successful change journeys in a pragmatic and business driven way.From a deep understanding of what it takes to have an engaging customer experience to the fulfilment of that promise I know the complexities of the required distribution models, the call center structure, the IT corporate landscape, the balanced mix of technology sourcing models and how to transform the data across the organization into decision making information. I also have worked extensively in bringing together an integrated operating model for FRAC (Finance, Risk and Actuarial Change) as the industry embraces the synergies across these key functions within an Insurance organization.Also as I am working with a number of organizations on the "Insurance Company of the Future" I have been able to help these organization transition into the evolving digital insurance ecosystem with a new landscape of cloud based solutions and an environment of transparency and simplicity. It is critical to rebalance our current business architectures with a better balance between "best in cost" vs. "best in class" principles to embrace these principles. The Future in Now and I am excited to be driving lasting change at the most innovative insurance companies in the world.
Self-Employed
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Retired Ey Consulting Partner And Independent Client ContractorSelf-EmployedPhiladelphia, Pa, Us
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Retired Ey Consulting Partner/ Independent Client ContractorSelf-Employed Jul 2022 - PresentGlobal consulting business leader with over 37 years of experience in large scale strategy and business transformation in Financial Services industry. Proven record of driving practical and profitable large scale transformations, building and leading high-performance teams and helping organizations see the art of the possible in next wave solutions across people, process and technology. David retired from EY in June 2022 and is currently and independent consultant.He recently ran a number of the firms most strategic and largest insurance accounts and an a active member of the transformation team for transactions, strategy through new insurance company stand-ups.As a trusted and pragmatic advisor to clients primarily in the financial services industry, David has helped clients solve for “what does good look like in the future” across marketing, distribution, operations, finance, actuarial and technology.At EY, he has lead, coached and mentored hundreds of Partners and employees over his career across all service lines. He takes great pride in developing and delivering the best capabilities in the market to help clients be successful.
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Partner/PrincipalEy Oct 2014 - Jul 2022London, GbWorking with a world class Insurance team to enable insurance organizations to improve performance through the use of technology and a better balance between "Best in Cost" and "Best in Class"Helping our insurance clients embrace the digital ecosystem of insurance and transform into the "Insurance Company of the Future" Driving EYs FRAC (Finance, Risk & Actuarial Change) Technology initiatives Globally to reach a more integrated operating model for efficiency and transparency with cloud based solutions -
Managing Director And OwnerS Curve Consulting Bv Apr 2013 - Oct 2014Helping world class organizations develop new target operating models for Technology and Operations by defining go-to--market offerings, roadmaps and business plans to achieve.International Business Consulting Leader for Transformational projects and events. Using my global financial services transformational skills to innovate for success in the marketplace.
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Partner - Pwc Advisory, Leader Of The Enabling Technology Practice For The NetherlandsPricewaterhousecoopers, Llp - Advisory Services Jul 2011 - Apr 2013GbPart of the leadership team for PwC Netherlands Financial Services Advisory Practice. Part of the leadership team for PwC EMEA Technology practice and the leader for Risk and Regulatory Technology for EMEALeader for the Financial Service Enabling Technology Consulting Practice in the Netherlands. Working with key Financial Service Clients to use technology to gain competitive advantage - Business Integration -
Managing DirectorPricewaterhousecoopers, Llp - Advisory Services May 2005 - Jun 2011GbAs a Managing Director for FS Advisory PwC I help bring value around the following areas that our clients are wresting with in today's crisis:1. Navigate risk and regulatory complexity2. Deliver cost effective technology and operations to the business3. Generating reliable and actionable financial information and reporting4. Drive optimal profitability from the organization’s customer base5. Planning for and responding to a crisis6. Maximize value through all M&A activities -
Insurance Industry PartnerBusinessedge Solutions 2004 - 2005UsCollaborate with Financial Service Executives on ways to simplify their business model to meet the changing regulatory and customer environment. -
Managing DirectorBearingpoint Jul 2002 - Jun 2004Amsterdam, NlCRM/Siebel Lead for Financial Services -
PartnerArthur Andersen Business Consulting Nov 1987 - Jun 2002CRM Leader for Insurance
David Holtzman Skills
David Holtzman Education Details
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Syracuse University - Martin J. Whitman School Of ManagementAccounting And Finance -
University Of New HampshireZoology
Frequently Asked Questions about David Holtzman
What company does David Holtzman work for?
David Holtzman works for Self-Employed
What is David Holtzman's role at the current company?
David Holtzman's current role is Retired EY Consulting Partner and Independent Client Contractor.
What is David Holtzman's email address?
David Holtzman's email address is da****@****ail.com
What is David Holtzman's direct phone number?
David Holtzman's direct phone number is +164646*****
What schools did David Holtzman attend?
David Holtzman attended Syracuse University - Martin J. Whitman School Of Management, University Of New Hampshire.
What are some of David Holtzman's interests?
David Holtzman has interest in Children, Skiing, Yoga, Environment, Golfing, Sailing, Poverty Alleviation.
What skills is David Holtzman known for?
David Holtzman has skills like Management Consulting, Strategy, Business Process, Management, Program Management, Mergers And Acquisitions, Change Management, Business Process Improvement, Financial Services, Acquisition Integration, Business Transformation, Crm.
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