David Lubert, Ms, Mba

David Lubert, Ms, Mba Email and Phone Number

Senior Business Technology Leader Financial Services Market | IBM Client Engineering @ IBM
David Lubert, Ms, Mba's Location
State College, Pennsylvania, United States, United States
David Lubert, Ms, Mba's Contact Details

David Lubert, Ms, Mba work email

David Lubert, Ms, Mba personal email

About David Lubert, Ms, Mba

Accomplished strategic finance and analytics leader with a proven track record of delivering exceptional results through innovation, collaboration, and the use of cutting-edge technologies. With 20+ years of combined experience in financial services and technology, I have demonstrated the ability to design and implement creative solutions for complex business problems - while also providing executive leadership and value creation across a range of capacities. As an empowering leader and partner, I strive to consistently generate successful outcomes by inspiring teams to achieve superior results.Key proficiencies include:• Artificial Intelligence | Machine Learning: Extensive experience in developing and deploying AI/ML models that create tangible, significant business value• Data Science | Data Analytics: Skilled in using data-driven approaches to uncover insights, inform decision-making, and improve business performance• Business Intelligence | Data Visualization: Adept in utilizing visualization tools to convey meaningful insights and engaging narratives with data in an aesthetically pleasing manner• Corporate Finance | Treasury | Capital Markets: Comprehensive expertise backed by a successful track record of significant accomplishments across various leadership roles• Design Thinking | Agile Methodologies: Experienced in using design thinking and agile methodologies to drive innovation and improve business outcomes• MLOps | AIOps: Skilled in the development and deployment of machine learning and artificial intelligence operations to improve business efficiency and effectiveness• Project Management | System Implementation: Strong track record of leading and delivering complex projects and system implementations within time and budgeting constraints• Strategic Consulting | Solution Selling: Expertise in providing strategic consulting solutions and services to drive business growth and success

David Lubert, Ms, Mba's Current Company Details
IBM

Ibm

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Senior Business Technology Leader Financial Services Market | IBM Client Engineering
David Lubert, Ms, Mba Work Experience Details
  • Ibm
    Senior Business Technology Leader - Financial Services Market
    Ibm Jan 2024 - Present
    Armonk, New York, Ny, Us
    Lead experiential selling conversations, solve client challenges, and ensure defined outcomes are achieved through collaboration. Act as the primary business development engine for Client Engineering by qualifying projects which drive utilization, while successfully closing out engagements to maximize client satisfaction and scale the business with repeatable asset development.
  • Ibm
    Senior Data Scientist - Financial Services Market Lead, Client Engineering
    Ibm Mar 2023 - Jan 2024
    Armonk, New York, Ny, Us
    Appointed as market leader following the successful development and implementation of several groundbreaking AI and ML solutions for key financial services clients. Established and led a community of 40+ data scientists, promoting innovation, empowerment, and mentorship to drive business growth and continuous enablement. Recognized with membership in the 100% Club for exceptional performance.
  • Ibm
    Senior Data Scientist, Client Engineering
    Ibm Sep 2021 - Mar 2023
    Armonk, New York, Ny, Us
    Promoted to lead multiple project teams in the conceptualization and development of innovative AI and ML data science solutions for leading financial institutions. Utilized a range of data science techniques including regression, optimization, classification, clustering, natural language processing, and time series analysis to deliver tangible economic value for clients.
  • Ibm
    Data Scientist, Technology Garage
    Ibm Jan 2020 - Sep 2021
    Armonk, New York, Ny, Us
    Collaborative partner driving the adoption of the IBM Cloud Pak for Data platform by designing and implementing data science and business intelligence solutions that advance AI capabilities for clients. Empowered to create customized, value-added artificial intelligence, machine learning, and deep learning solutions for clients.
  • United Technologies
    Senior Business Strategy Consultant
    United Technologies Feb 2019 - Jan 2020
    Farmington, Ct, Us
    Directed strategic planning for the efficient separation of treasury disbursement operations for the Otis and Carrier business units, which generated a combined 30B+ in annual revenue. Empowered to create and implement a thorough project plan that facilitated seamless spinoffs, while also identifying opportunities to optimize post-spinoff operations and reduce costs by $400K annually.
  • Sinq Technologies
    Chief Strategy Officer
    Sinq Technologies Jul 2017 - Dec 2019
    Lincolnshire, Il, Us
    Joined the executive team as an equity partner. Empowered to develop and implement strategic finance and marketing initiatives to drive growth for the SaaS healthcare venture. Navigated the company to positive EBITDA in 2018 following a successful 79% increase in year-over-year revenue. Led the structuring and negotiation of the sale of proprietary technology at 8x TTM revenue.
  • Mufg
    Director, Transactional Banking
    Mufg Nov 2015 - Jun 2017
    Chiyoda-Ku, Tokyo, Jp
    Drove organizational strategy and recruitment efforts for a team responsible for managing 120+ client relationships which generated $6M+ in total annual revenue. Oversaw executive client relationships and strategically segmented 200+ prospects to align product offerings with business development efforts, resulting in a 22% increase in annualized revenue.
  • Hsbc
    Vice President, Global Liquidity And Cash Management
    Hsbc Jun 2011 - Oct 2015
    London, Gb
    Directed relationships totaling $23M+ in annual revenue within the Global Banking Market. Consulted with clients on innovative strategies and best practices to optimize treasury operations. Led cross-functional teams to create and deploy complex solutions for clients. Utilized solution-selling techniques to increase revenue by $9.6M, resulting in an 18% annualized portfolio growth rate.
  • Alstom
    Assistant Treasurer, North America
    Alstom Jun 2009 - Jun 2011
    Saint-Ouen, Fr
    Promoted to assistant treasurer for the $4B+ organization after successfully leading the transformative implementation of SAP and establishing a regional shared service center, which generated combined savings of over $2M+ annually. Oversaw treasury P&L and provided leadership to direct reports and business unit finance managers within a matrix environment.
  • Alstom
    Treasury Manager, United States
    Alstom Jul 2007 - May 2009
    Saint-Ouen, Fr
    Oversaw a $400M+ capital portfolio of debt and investment securities, while also managing $7B+ in currency hedges. Achieved operational annual savings of 37% through strategic restructuring, account structure optimization, and fee negotiations. Successfully led the swift integration of North American operations for the $3 billion Areva T&D acquisition.
  • Aetna, A Cvs Health Company
    Associate, Corporate Finance And Strategic Financial Initiatives
    Aetna, A Cvs Health Company Jul 2005 - Jul 2007
    Hartford, Connecticut, Us
    Led the development of the annual capital plan, managed parent and subsidiary liquidity, and analyzed regulatory capital requirements for M&A targets. Spearheaded a comprehensive optimal capital structure analysis, resulting in a successful $2B debt offering and the strategic redeployment of $150M in capital as a result of optimizing core cash holdings.
  • Cigna
    Financial Development Program Member
    Cigna Dec 2003 - Jul 2005
    Bloomfield, Ct, Us
    Promoted to the Financial Development Program after excelling in formal underwriting training, successfully contributing to cross-functional technical project teams focused on automating various aspects of the underwriting process, and conducting an independent research study on the unique and specific risks of underwriting healthcare providers.
  • Cigna
    Membership Reporting Manager
    Cigna Jun 2004 - Jun 2005
    Bloomfield, Ct, Us
    Led the GAAP monthly membership reporting process for all health and group insurance products, which encompassed 9M+ members. Ensured accurate and timely reporting through effective process management and cross-functional collaboration. Improved relational database architecture to streamline the reporting process, while also standardizing various ad hoc reports.
  • Cigna
    Middle Market Underwriter
    Cigna Jul 2003 - May 2004
    Bloomfield, Ct, Us
    Efficiently managed a health and group insurance portfolio in the CT, NY, and NJ marketplace with $110M in annual premium. Demonstrated strategic leadership during challenging market conditions, resulting in a 12% increase in portfolio earnings while exceeding growth targets by 23%. Showcased the ability to drive both growth and profitability in a highly competitive business environment.

David Lubert, Ms, Mba Skills

Hedging Cash Cash Management Cash Flow Corporate Finance Capital Markets Capital Structure Treasury Management Financial Analysis Variance Analysis Variances Monthly Reporting Ad Hoc Reporting Financial Modeling Currency Underwriting Risk Risk Management Sox Debt Internal Controls Bonds Valuation Capital Investments Audit Financial Risk Working Capital Management Auditing Mergers Portfolio Management Sarbanes Oxley Act Treasury Mergers And Acquisitions Finance Banking Management Strategy Credit Commercial Banking Analytics Python R Big Data Analytics Machine Learning Data Science Visual Analytics Marketing Analytics Predictive Analytics Business Process Improvement Statistical Data Analysis Data Mining Data Visualization Project Management Digital Marketing Business Development Strategic Planning Marketing Data Analysis Strategic Consulting Financial Accounting Leadership Creative Problem Solving Business Relationship Management Thought Leadership Executive Presentation Skills Economic Statistics Multivariate Statistics Marketing Research Digital Innovation

David Lubert, Ms, Mba Education Details

  • Penn State University
    Penn State University
    Finance
  • Georgia Institute Of Technology
    Georgia Institute Of Technology
    Analytics
  • Penn State University
    Penn State University
    Finance
  • Hollidaysburg Area Senior High School
    Hollidaysburg Area Senior High School

Frequently Asked Questions about David Lubert, Ms, Mba

What company does David Lubert, Ms, Mba work for?

David Lubert, Ms, Mba works for Ibm

What is David Lubert, Ms, Mba's role at the current company?

David Lubert, Ms, Mba's current role is Senior Business Technology Leader Financial Services Market | IBM Client Engineering.

What is David Lubert, Ms, Mba's email address?

David Lubert, Ms, Mba's email address is da****@****hoo.com

What schools did David Lubert, Ms, Mba attend?

David Lubert, Ms, Mba attended Penn State University, Georgia Institute Of Technology, Penn State University, Hollidaysburg Area Senior High School.

What skills is David Lubert, Ms, Mba known for?

David Lubert, Ms, Mba has skills like Hedging, Cash, Cash Management, Cash Flow, Corporate Finance, Capital Markets, Capital Structure, Treasury Management, Financial Analysis, Variance Analysis, Variances, Monthly Reporting.

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