David Thomas
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David Thomas Email & Phone Number

A seasoned financial leader with 20 years experience in Operations and Risk Mitigation who thrives in fully remote, hybrid, or office environment, with collaborative mindset & adept communication. at J.P. Morgan
Location: Greater Philadelphia, United States 6 work roles 3 schools
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A seasoned financial leader with 20 years experience in Operations and Risk Mitigation who thrives in fully remote, hybrid, or office environment, with collaborative mindset & adept communication.
Location
Greater Philadelphia, United States
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David Thomas is listed as A seasoned financial leader with 20 years experience in Operations and Risk Mitigation who thrives in fully remote, hybrid, or office environment, with collaborative mindset & adept communication. at J.P. Morgan, a with 59438 employees, based in Greater Philadelphia, United States. AeroLeads shows a matched LinkedIn profile for David Thomas.

David Thomas previously worked as Vice President - Governance & Controls Manager (Finance Programs) at JP Morgan at J.P. Morgan and Vice President - Retirement & Check Services Operations at JP Morgan at J.P. Morgan. David Thomas holds Bachelor Of Business Administration - Bba, Business Administration And Management, General from Southern New Hampshire University.

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J.P. Morgan

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About David Thomas

VICE PRESIDENT - FINANCIAL SERVICES, OPERATIONSWith 20 years of experience as a Financial Executive, I've had the privilege of navigating various work environments, from traditional offices to hybrid setups and fully-remote arrangements. Throughout my journey, I've fine-tuned my skills in Operational Management, Daily Transactional and Reconciliations, Risk Mitigation, Contract Execution and Oversight, Tax Reporting, Strategic Automation, Project Oversight, Cost Optimization, Leadership, and Team Development. This array of experience, coupled with my leadership prowess, equips me with the flexibility and insight to thrive in any global work setting, adapting seamlessly to its unique dynamics.My leadership style isn't confined to office walls; it flourishes in diverse environments. Whether we're collaborating in person or virtually, I've led teams to remarkable success, adeptly steering us through fast-paced, high-pressure situations. I prioritize fortifying control environments and steering us toward our organizational goals, always with a focus on adaptability and clear communication. No matter the circumstances or location, my commitment to excellence remains unwavering.I believe in nurturing collaborative teams with care and attention to detail. This dedication ensures that we consistently deliver outstanding results, even amidst challenges and periods of change. By fostering a culture of excellence, we're not only able to overcome obstacles with finesse but also seize opportunities and innovate. CORE COMPETENCIES:| Strategic Leadership | Retirement Services Knowledge and Administration Expert | Large Scale Project Management | Operations | Oversight/Risk/Controls/Compliance |Database Solutions | Training & Development | Risk Mitigation | Governance | Cross-Functional Collaborations | Performance Management | Coaching | Team Building | Conflict Resolution | Retail Banking |

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J.P. Morgan
J.P. Morgan
A seasoned financial leader with 20 years experience in Operations and Risk Mitigation who thrives in fully remote, hybrid, or office environment, with collaborative mindset & adept communication.
new york, new york, united states
Website
Employees
59438
AeroLeads page
6 roles

David Thomas work experience

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Vice President - Governance & Controls Manager (Finance Programs) At Jp Morgan

Current

Newark, Delaware, United States

• I lead multiple global governance and risk management programs across remote, hybrid, and in-office teams. My role involves overseeing regulatory and employee compliance, business resiliency, reconciliation, risk management, policy and procedure oversight and adherence.• Designed and executed strategies, lead working groups, and manage Key SLA deadlines, enhancing global collaboration.• Conduct comprehensive risk assessments and implement real-time controls, handle project management, enhance efficiency and resilience, developed an advanced risk control framework to support proactive risk management and operational excellence.

Dec 2022 - Present

Vice President - Retirement & Check Services Operations At Jp Morgan

• Oversaw all custodial responsibilities including budgeting, daily transactions and operations, reconciliations, process improvements, strategic automation, HR planning, contract management, product and next step planning, dissecting and implementing all IRS brokerage rule changes.• My role involved strategic implementation of initiatives in varied work setups, improving team efficiency, adapting to diverse environments, and enhancing risk management that reduced data breach risks and achieving substantial cost savings.• Managed a global team across four locations, improving cost efficiency by 25% and streamlining audit turnaround by 35%. Fostered career development, resulting in 30% of direct reports receiving promotions aligned with their skills and goals.

Jan 2017 - Dec 2022

Associate/Manager- Retirement Services Operations At Jp Morgan

Newark, De

• Managed daily retirement custodial operations encompassing daily transactions and operations, reconciliations, process improvements, strategic automation, first line escalations, contract management.• Led a successful offshore migration of 50% of global staff within six months, creating a comprehensive playbook and training materials for multilingual teams.• Reduced overtime by 80%, saving $75,000 annually, and improved onboarding efficiency from six months to 30 days.• Executed the most extensive account conversion in team history, managing system development, contracts, and training.

May 2011 - Jan 2017

Varisty High School Football Position Coach - Jv Head Coach

Current

• Direct strategic planning and play calling for the JV team.• Coach varsity running backs and safeties, focusing on game plans, individual coaching, and practice sessions.• Collaborate with fellow coaches on game planning and community outreach.

Aug 2018 - Present

Retirement Specialist

Aston, Pa

• Managed daily operations and reconciliations, ensuring compliance with protocols and addressing escalated issues effectively. Led IRA training initiatives, cultivating a strong control environment, and fostered team proficiency.

Sep 2008 - May 2011

Customer Service Representative

Aon

Hatboro, Pa

• Handled insurance inquiries with expertise in Life and Health products, resolving issues promptly and completing training ahead of schedule.

Aug 2007 - Sep 2008
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3 education records

David Thomas education

Associate Of Arts (A.A.), Liberal Arts And Sciences, General Studies And Humanities

This was the first of two associate degrees in received from DCCC.

FAQ

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What company does David Thomas work for?

David Thomas works for J.P. Morgan.

What is David Thomas's role at J.P. Morgan?

David Thomas is listed as A seasoned financial leader with 20 years experience in Operations and Risk Mitigation who thrives in fully remote, hybrid, or office environment, with collaborative mindset & adept communication. at J.P. Morgan.

Where is David Thomas based?

David Thomas is based in Greater Philadelphia, United States while working with J.P. Morgan.

What companies has David Thomas worked for?

David Thomas has worked for J.P. Morgan, Oxford Area High School, Sun East Federal Credit Union, and Aon.

Who are David Thomas's colleagues at J.P. Morgan?

David Thomas's colleagues at J.P. Morgan include Ben Stokes, Daniel Ha, Aman King, Santiago Norverto, and Robert Keller.

How can I contact David Thomas?

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What schools did David Thomas attend?

David Thomas holds Bachelor Of Business Administration - Bba, Business Administration And Management, General from Southern New Hampshire University.

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