Accomplished professional with a proven track record of leading diverse operations teams and driving process efficiencies across multiple sectors. With extensive experience in regulatory compliance, risk management, and customer service optimization, I have successfully managed teams of over 1,000 employees and spearheaded initiatives that have significantly reduced operational costs, streamlined workflows, and increased profitability.I excel in leveraging technology and data-driven insights to drive innovation, ensure compliance, and mitigate risks in complex environments. My expertise spans workforce management, process digitization, and strategic planning, and I have a history of delivering impactful results through cross-functional leadership and collaboration.At Morgan Stanley, I led efforts that increased assets under management by $1.5 billion and improved operational metrics like quality scores and client handling times. At Bank of America, I spearheaded a $73 million cost-saving initiative and developed predictive models that optimized cash operations.I continue to drive transformation and regulatory compliance at Citibank, ensuring alignment with OCC and Federal Reserve guidelines. I’m passionate about delivering results, leading with integrity, and navigating complex regulatory landscapes.
-
Sr. Process Design ManagerRbcDurham, Nc, Us -
Enterprise Workforce Mgmt - Human Resources SpecialistCiti Jul 2024 - PresentAs a Business Specialist, I summarized key HR business process changes and controls specific to Skills Management, Dual/Matrix Reporting, and Resource Planning/Utilization to ensure compliance with OCC and Federal Reserve consent orders. Obtained, categorized, and validated key business artifacts that demonstrates sustainability and ensures timely issue closure. -
Sr. Business Risk Officer - Wealth ManagementCiti Sep 2022 - Mar 2024Tampa, Florida, United StatesLed regulatory change management process within Wealth Management's first line of defense to ensure compliance with new governmental rules and regulations and conducted risk assessments on key initiatives like manual payment processing and FINRA marketing rules. Partnered closely with Citi's Program Management Office to ensure that issues, action plans, and management reporting were accurate. -
Executive Director - Morgan Stanley Virtual AdvisorMorgan Stanley Apr 2017 - Jul 2022Tampa, FloridaIn my role as Executive Director at Morgan Stanley in Tampa, Florida, I successfully managed a team of 120 service and operations professionals that delivered a best-in-class experience for clients and financial advisors. I led the opening of 325,000 new stock plan participant brokerage accounts, increasing assets under management by $1.5 billion. Additionally, I established a workforce management team that resulted in a 35% reduction in average handle time and a 25% improvement in quality scores. -
Operations Executive - Cash & Transportation ServicesBank Of America Mar 2011 - May 2017Charlotte, North CarolinaIn my role as an Operations Executive at Bank of America, I oversaw cash vault processing, cash forecasting, and armored transportation services for a large network of financial centers and ATMs. I successfully secured a U.S. patent for a new cash-in-transit custody exchange process, reducing cash-out defect events by 10% and managing a business unit of ~1,200 employees with an annual operating budget of $200MM. -
Senior Brokerage Operations ManagerBank Of America Jul 1991 - Apr 2011Charlotte, North CarolinaAs Senior Brokerage Operations Manager at Bank of America, I managed Margin, Fixed Income Trade Support, Trade Corrections, and Annuity Services within Global Wealth & Investment Management. I implemented six-sigma methodologies to create a new middle-office service model, established management routines, and led merger transition teams for banking center conversions to a new technology platform.
David Koval Education Details
-
Economics -
Master Of Business Administration - Mba
Frequently Asked Questions about David Koval
What company does David Koval work for?
David Koval works for Rbc
What is David Koval's role at the current company?
David Koval's current role is Sr. Process Design Manager.
What schools did David Koval attend?
David Koval attended North Carolina State University, University Of North Carolina At Charlotte.
Who are David Koval's colleagues?
David Koval's colleagues are Anna G., Jamie Pancer, Kevin Steenburg, Hebdanie Marcel, Jijun Chen, Nikola Soldatovic, Yimeng Wang.
Not the David Koval you were looking for?
-
David Koval
Senior Director Corporate And Technical Accounting At Mattel, Inc.Los Angeles Metropolitan Area2us.gt.com, mattel.com -
3kitchell.com, kitchell.com, kitchell.com
3 +160226XXXXX
-
2gd.com, ballaerospace.com
-
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial