David Koval

David Koval Email and Phone Number

Sr. Process Design Manager @ RBC
Durham, NC, US
David Koval's Location
Greater Tampa Bay Area, United States
About David Koval

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.

David Koval's Current Company Details
RBC

Rbc

View
Sr. Process Design Manager
Durham, NC, US
Website:
rbc.com
Employees:
97166
David Koval Work Experience Details
  • Rbc
    Sr. Process Design Manager
    Rbc
    Durham, Nc, Us
  • Citi
    Enterprise Workforce Mgmt - Human Resources Specialist
    Citi Jul 2024 - Present
    As 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.
  • Citi
    Sr. Business Risk Officer - Wealth Management
    Citi Sep 2022 - Mar 2024
    Tampa, Florida, United States
    Led 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.
  • Morgan Stanley
    Executive Director - Morgan Stanley Virtual Advisor
    Morgan Stanley Apr 2017 - Jul 2022
    Tampa, Florida
    In 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.
  • Bank Of America
    Operations Executive - Cash & Transportation Services
    Bank Of America Mar 2011 - May 2017
    Charlotte, North Carolina
    In 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.
  • Bank Of America
    Senior Brokerage Operations Manager
    Bank Of America Jul 1991 - Apr 2011
    Charlotte, North Carolina
    As 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

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.

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