David Ortmann Email & Phone Number

Leadership for all applications across the enterprise.

Greater Atlanta Area

Appointed CTO of the SunTrust broker-dealer (SunTrust Investment Services) and the advisory RIA (SunTrust Advisory Services).

Greater Atlanta Area

Leading technology for all client segments, specialty groups (Medical, Legal, Sports, Entertainment), the broker-dealer, and Institutional Trust. Established active partnership and “trusted technology advisor” status with the business. Restructured teams to establish capability and ecosystem ownership, enhance delivery efficiency and align with strategic vision. Initiated and championed a digital strategy and roadmap, recruited a technology delivery team, and transitioned to agile methodology. Launched pilot of a client, segment-specific portal in 6 months; obtained funding, established vendor partnership, and piloted an integrated digital investment management solution; actively tracking to a continuously refreshed 3 year strategic roadmap. Engaged consultant expertise and partnered on a multi-year efficiency plan starting mid-2017. Recognized significant savings in 2017 and exceeded the expected run rate savings by the close of the initiative in early 2019.  Created a multi-year roadmap for application and vendor consolidation while reducing complexities across front, middle, and back offices. Delivering multi-million dollar annual savings by the end of 2019.  One of two technology executives selected for the 2018 SunTrust Advanced Leadership Program held every two years with Emory University for 30 of the highest potential leaders at SunTrust.

One of only two people selected for executive leadership rotation program. Created and executed a consolidation strategy for a prepaid cards system acquisition. Initiative had stalled for 2+ years due to complexity and lack of focus. Spearheaded design and replatforming of the application suite while consolidating other in-house and vendor solutions (core processing, mobile and web, administrative and reporting modules, infrastructure).  Scaled capacity and restructured architecture for a 10x expansion of prepaid card services, incorporated roll out of an API platform (Akana), and enhanced resiliency and disaster recovery capabilities. Consolidations and replatforming met all objectives without interruption of real-time card processing.

Richfield, Mn

Established a technology team to grow the Wealth Management division serving ultra-high net worth, high net worth and affluent client segments as well as broker-dealer and capital markets operations.  Improved strained relationships between enterprise technology, business line technology, and business line staff by driving a focus on business outcomes, shared vision, and transparency.  Led senior management discussion and decisions on vision and strategy, roadmaps, standardization of best practices, project governance oversight, and strategic allocation of resources. Built a dedicated team of 60 internal staff, utilized onshore and off-shore contractors, and deepened strategic vendor relationships to transformationally alter capabilities of the Wealth Management division beginning with an initial 3 year, $15+MM strategic initiative. Overhauled technologies supporting brokerage and insurance groups renovating financial advisor capabilities, middle and back office systems. Integrated vendor and in-house systems to introduce new product platforms, delivered an enhanced advisor desktop, and replaced existing IVR and on-line trading capabilities. Drove large, complex projects to establish a digitial presence that integrated banking, brokerage, and trust. Launched branded on-line (web, tablet, mobile) presences for Ascent Private Capital Management, The Private Client Reserve and U.S. Bancorp Investments (wholly-owned, self-clearing broker-dealer). Established integrated CRM capabilities; replaced trading and portfolio management software; built a business process management development and re-engineering team; and led the creation of infrastructure and development teams for business intelligence and data analytics functions that gave executives the ability to identify and focus on actionable data while improving compliance and risk management.

St. Paul, Mn

Developed and supported applications and processes needed for commercial loan origination, underwriting and management.  Built a team of 20+ internal staff (from 3) plus contractors and vendor applications in support of enterprise objectives to reduce risk, meet compliance objectives and improve operational efficiencies.  Back office operations were rated among the most efficient of any large bank in America by the Tower Group.

St. Paul, Mn

Led infrastructure and development teams delivering enterprise content management solutions and API suites for Corporate Legal, Accounts Payable, Equipment Leasing, Corporate and Personal Trust, Consumer Banking, Credit Card, and Consumer Lending.

Vac, Hungary

Responsible for the administration, strategies and daily operations of CBInternational in Hungary. Served on the board of a secondary educational organization; managed finances and budget; created country strategy. - Led a team of tenured professors in the creation of a joint Masters program in Leadership between universities in Budapest and Prague.- Taught leadership skills, theology, and English at the post-secondary level.- Facilitated the launching and development of training schools in former communist block countries.

Deerfield, Il

Joint venture between IBM and Baxter, Int. Responsible for the development and support of operating room software; integration components of a fault-tolerant, point-of-care clinical solution for hospitals; and management of the computer network for the Illinois offices. Included on-site research with anesthesiologists and surgeons at leading hospitals (e.g., Cleveland Clinic Foundation, Mt Sinai Medical Center in NY, Abbot-Northwestern Hospital in St. Paul).

Bachelor Of Science (Bs), Mathematics And Computer Science

Master Of Arts (Ma), Intercultural Studies