David Upbin Email & Phone Number

Washington, Dc, Us

Washington, District Of Columbia

Washington D.C. Metro Area

• Manage a team of instructional designers, subject matter experts, and delivery and program managers, to deliver best-in-class training to the real estate finance industry.• Set strategic and programming vision for delivering continuous and up-to-date training on the topics that are most relevant to industry professionals and companies.• Allocate resources to maintain and deliver approximately 400 self-paced and live training offerings in a given year.• Determine ways to leverage new technology to enhance student experience, streamline delivery of content to our students, and allow for more efficient content updates and creation.• Launched MBA's Certified Mortgage Compliance Professional (CMCP) designation in April 2018.

Washington D.C. Metro Area

• Managed key association initiatives as determined by MBA leadership, including MBA's Community Bank growth initiative, State Relations initiative, and Education growth.

Washington D.C. Metro Area

Connected with members of the LCV leading up to the November election in an effort to reelect the President and help defeat members of the “Dirty Dozen.”

Washington D.C. Metro Area

• Worked in close conjunction with Obama for America, DC Director and led effort to collect requisite signatures of qualified voters for President to gain access to DC ballot• Helped Counsel & Director of Delegate Operations nominate potential DC delegates and vet elected delegates

Arlington, Va

• Directly oversaw twenty-one performance reporting analysts who monitor over 200 client portfolios• Lead the creation and development of the Client Reporting Pilot Team comprised of 10 staff members. Processes and tools created by Pilot Team was used as a model for new department structure with the formation of 9 other client teams the following quarter• Maintained a deep understanding of our products and services to help analysts deliver on client specific needs and offer creative, customized solutions to obstacles and requests• Worked in conjunction with Team Leaders to maintain highest level of customer service is provided in all interactions• Solicited and disseminated feedback from stakeholders; help analyst build and strengthen stakeholder relationships• Monitored workflow management, team performance and efficiency, and staffing projections

Arlington, Va

• Independently monitored portfolios for 15-20 clients comprised of endowments, foundations, pension funds, and private family offices. Total Assets of portfolios range from $25 milion to over $1 billion• Produced monthly and quarterly performance reports detailing composite and manager performance, asset allocation, relative benchmark performance, and portfolio analytics• Provided support to consultants, CIOs, investment committees, and family offices in regards to questions surrounding their performance report and ad-hoc requests• Continuously monitored current and historical performance data entered into our systems to ensure accuracy across all time periods

Arlington, Va

• Developed proficiency in performance measurement, endowment and non-profit management, communication, and business writing. • Monitored performance, transactions, and valuations. Responsible for identifying any inconsistencies in manager reporting and communicating with portfolio managers