David Wormald Email & Phone Number

Isle Of Man

Isle Of Man

Isle Of Man

Spearheaded the development and implementation of a new Customer Success Management program focused on private customers Key Achievements:• Significantly boosted customer retention rate, safeguarding substantial revenue• Achieved notable reduction in churn rate through proactive engagement strategies• Increased customer lifetime value by implementing strategic business reviews• Expanded program into Insurance sector, capturing multiple new enterprise customers across European marketsKey Responsibilities:• Engineered and implemented a transformative Customer Success Management program• Collaborated with IFRS in developing new sustainability taxonomy, influencing industry standards• Facilitated cross-functional collaboration to deliver ESG data solutions, driving sustainable decision-making

Hong Kong Sar

Led the expansion of regulatory reporting and risk data solutions across the Asia-Pacific region.Key Achievements:• Drove substantial year-over-year revenue growth through strategic account management• Significantly increased annually recurring revenue as a percentage of total APAC contribution• Designed and deployed a cloud-based global shareholding solution, markedly improving a major Japanese bank's ESG reporting efficiencyKey Responsibilities:• Led delivery of regulatory reporting and risk data solutions to major banks across Asia-Pacific• Developed and executed regional strategy, managing customer-facing teams across 5 countries• Oversaw deployment of a new CRM system, notably improving sales team efficiency

Hong Kong Sar

Headed both real-time and reference data sales specialist teams across the region following ICE's acquisition of NYSE.Key Achievements:• Achieved consistent year-over-year growth and high recurring revenue retention through innovative sales strategies• Won multiple complex RFPs, resulting in high-value contracts that expanded market presence across APAC• Influenced product development, leading to new APAC-specific offerings that generated significant first-year revenueKey Responsibilities:• Spearheaded adoption of real-time risk data feeds and analytics platforms for institutional investors• Led a large team of sales professionals, consistently exceeding annual sales targets• Drove strategic sales initiatives and product development across the APAC region

Hong Kong Sar

Handpicked to establish and grow NYSE Technologies' presence in the APAC region.Key Achievements:• Scaled annual revenue from startup phase to substantial levels, representing exponential growth over 7 years• Established NYSE Technologies as a top player in the APAC financial technology landscape• Secured multiple major partnerships, significantly expanding market reachKey Responsibilities:• Transformed regional operations from startup to maturity• Led customer-facing sales, account management, and technical presales teams across APAC• Served as APAC representative in global product development, influencing investment decisions

Hong Kong Sar

Led strategic initiatives and drove significant growth across global markets for this leading provider of technology solutions for the financial services industry.Key Responsibilities and Achievements:• Spearheaded business development efforts across the Asia-Pacific region, establishing Broadridge as a market leader in financial services technology.• Managed cross-functional teams across multiple countries, fostering a culture of innovation and excellence in service delivery.• Orchestrated complex international projects, consistently delivering on-time and within budget while maintaining a 95% client satisfaction rate.• Drove a 20% expansion of the client base through refined acquisition strategies and deep industry expertise.• Achieved a 95% employee satisfaction rate as Country Manager, reducing turnover by 30% and improving operational efficiency by 25%.• Pioneered the implementation of cutting-edge post-trade solutions, enhancing clients' operational efficiency and regulatory compliance.• Played a key role in the successful transition from ADP Wilco to Broadridge, ensuring seamless continuity of services and client relationships.• Reduced project delivery times by 20% through implementation of enhanced communication protocols and agile project management methodologies.Throughout my tenure, I consistently demonstrated expertise in financial services technology, global project management, and strategic business development. My ability to lead cross-cultural teams and deliver innovative post-trade solutions contributed significantly to the company's growth and market positioning.