David Percy ╰☆╮ Coo Email & Phone Number

Thomasburg, Ontario, Canada

Honey, Lavender and Vegetables

Toronto, Canada Area

Executive leadership of the Prevention and Safety arm of the Canadian Red Cross. Hired to lead a strategic review of the business which includes market analysis, product distribution, business development, digital strategy, organizational design and customer engagement leading to the implementation of a program of change that drives growth, profitability and most importantly keeping as many Canadians safe as possible.

Toronto, Ontario, Canada

London, United Kingdom

Integral member of the Executive team that took a 60-person boutique to a business employing 900 people with £19BN in AUM, £125M in annual turnover and EBITDA of £38M. Spearheaded a 300-person team across 22 UK locations with executive leadership of Investment Operations, IT, Group Property, Facilities, Change Management, and Client Administration♣ Generated step change improvement in sales support functions through implementation of Lean Six Sigma process improvement programme. Boosted clarity and efficiency of client interaction overseeing change of CRM system from Avelo Advisor Office to Iress Xplan. ♣ Led the company’s digital strategy which introduced the “My Towry” client portal used regularly by 50% of clients while improving internal effectiveness and reducing costs. ♣ Delivered average cost savings of 25% through consolidation of over 60 supplier contracts across the business. ♣ Appointed CF10a with regulatory responsibility for client money and assets. Built a loyal, committed and high performing team of operations staff. Recruited and retained key positions, and repeatedly developed talent within the team.♣ Reduced operational risk, increased product scalability and liberated 50 back office staff by outsourcing investment administration to SEI. Migration performed on time and to budget with zero drop in productivity. ♣ Developed single, secure and stable IT infrastructure through series of IT change programmes. Recent innovations include improved security and reduced power costs through new data centre and VM ware launch.☞ Facilitated rapid, efficient and cost effective inorganic growth. Led all aspects of the operational integration of 13 acquisitions including Edward Jones Ltd, Baker Tilley Financial Services and Ashcourt Rowan Plc. Acquired and disposed of more than 330 properties in the last 13 years.

Brought in to virtually green field organisation with zero infrastructure in place. Performed complete evaluation of operational requirements across IT, Property, Facilities, Change Management, Sales and Investment Management administration. Put in place a series of programmes aligned to rapidly expanding business needs as the firm tripled in size ♣ Boosted efficiency and effectiveness through implementation of series of end-to-end operational processes and led initial expansion project opening offices in Bristol, Leeds, London and move to larger offices in Marlow. ♣ Achieved significant improvement in service levels and scalability, mapping Investment Management processes and re-engineering the department. Implemented all policies and procedures, developed a Human Resources function.♣ Delivered significant cost reductions and performance enhancements through integration of Aitchison Colegrave and Holden Meehan Ltd acquisitions. Aligned propositions, integrated and upgraded core IT infrastructure, rationalised property portfolio across UK and reduced headcount by over 30%. ♣ Established goals, motivated staff, provided ongoing incentives to fuel top-tier results, elaborated and executed programs. Managed operational budgets, improved efficiency, developed innovative and progressive approaches.

London, United Kingdom

Hand-picked to lead a 75-person team charged with process improvement for the Lending, Retail and Financial Services divisions of the bank. Generated massive cost savings through radical restructure and centralisation of various parts of the organisation dispersed across the branch network to central location in Yorkshire♣ Delivered a 30% cost reduction through restructure of 1100 operations staff in Yorkshire. Rationalised functions across businesses, eliminated duplication, and reduced management staff.♣ Further reduced costs and generated significant process improvements through relocation of 70 Charcol Online staff and 330 B&B Retail sales support staff to the Operations centre in Yorkshire.♣ Provided cost efficient management, administration, and tactical leadership; maintained operational budgets and schedules, and ensured client and shareholder satisfaction, operational efficiency, and compliance with the organization’s policies.♣ Improvised on strategies to increase productivity, and constantly looked for new ways to save.

London, United Kingdom

Directed and mentored cross-functional teams for both the Advisory and Online businesses with 160 FTE across a network of seven branches. Spearheaded the launch of Charcol Online, from concept and process definition to UAT and roll out of the first regulated robo-advisory service in UK, subsequently acquired by Bradford and Bingley♣ Put in place a 70 FTE call centre facility and operations team to demanding deadline and within budget. Generated across the board improvements in operational KPIs, including 15% rise in productivity and 10% jump in customer service levels. ♣ Provided fair and constructive feedback, assessed employee performance, training needs, areas for improvement and possibility of future growth within the organization, and ensured training and development needs were addressed.♣ Enhanced processes and increased technical integration through collaboration and networking with lenders and solicitors. Managed operational integration following acquisition by Bradford and Bingley.♣ Maximised site traffic and sales conversions determining most effective marketing methods through management of customer research. Increased turnover through acquisition and development of relationships with portal sites and online business introducers including Tesco Personal Finance.

London, United Kingdom

Bsc - Biology, Ecology, Evolution, Systematics, And Population Biology

Activities and Societies: Delta Tau Delta Fraternity

Education record