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David Turner, Mba Email & Phone Number

Managing Partner at Trinity Oak Partners, LLC
Location: Dallas-Fort Worth Metroplex, United States, United States 13 work roles 6 schools
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Current company
Role
Managing Partner
Location
Dallas-Fort Worth Metroplex, United States, United States
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David Turner, Mba is listed as Managing Partner at Trinity Oak Partners, LLC, a company with 249 employees, based in Dallas-Fort Worth Metroplex, United States, United States. AeroLeads shows a matched LinkedIn profile for David Turner, Mba.

David Turner, Mba previously worked as Executive Board Member and Advisor at Chief Executive Connections and Independent Consultant at Trinity Oak Partners, Llc. David Turner, Mba holds Pgpcs-Intl, Cybersecurity from Texas Mccombs School Of Business.

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Trinity Oak Partners, LLC

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Profile bio

About David Turner, Mba

- Email: davidaturner@myyahoo.com- Phone: (972) 839-7220As a strategic technology executive with a proven track record in technology transformation, governance, risk management, and cybersecurity, I bring a unique blend of leadership, technical expertise, and business acumen. Throughout my career, I’ve successfully led high-impact initiatives that drive growth, streamline operations, and safeguard organizations against evolving threats.Accomplishments:Strategic Planning and Board Management• Identified and implemented emerging technologies that streamlined account acquisition and lending processes, contributing to a 10%+ CAGR.• Oversaw more than 150 strategic initiatives that introduced new emerging technologies, improved efficiencies, and addressed legacy system dependence. • Served as an executive advisory board member for Comcast Business and JHA, where I helped strengthen vendor relationships and provided input on product development.Strategic Initiatives and Mergers• Led multiple mergers and acquisitions, including a $200M merger, increasing the customer base by 30% and revenue by 40%.• Managed high-risk transformation programs that improved member experiences through enhancements to online banking, telephony systems, and retail banking products.• Established a Project Management Office (PMO), formalizing processes for project selection, execution, and resource planning to improve efficiency and delivery.Governance • Implemented new cybersecurity frameworks, improving operational efficiency, bolstering data protection, ensuring compliance, and reducing regulatory findings by 20%.• Significantly reduced risk associated with critical 3rd party vendors by implementing structured due diligence and contracting processes.• Led Governance, Risk, and Compliance (GRC) and Enterprise Risk Management initiatives, aligning with regulatory guidance to ensure strong oversight and risk mitigation strategies.IT Operations and Technology Strategy• Directed technical operations for a $2B enterprise, overseeing systems, network, cybersecurity, infrastructure, PMO, and more to ensure seamless integration and performance.• Developed a comprehensive cloud transition plan, managing risks and third-party relationships for a secure and efficient migration.• Led infrastructure changes that reduced downtime, cut costs and optimized technology alignment with business goals.If you're seeking an experienced executive to contribute to your organization's success through strategic planning, executive leadership, and technology innovation, let’s connect!

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Trinity Oak Partners, LLC
Trinity Oak Partners, Llc
Managing Partner
Texas, United States
Employees
249
AeroLeads page
13 roles · 32 years

David Turner, Mba work experience

A career timeline built from the work history available for this profile.

Executive Board Member And Advisor

Current

Dallas/Fort Worth, Texas, US

Provide executive board support to emerging and growing businesses.

Aug 2024 - Present

Independent Consultant

Current
Trinity Oak Partners, Llc

Independent consulting services and tailored business solutions in areas such as strategic planning, governance, risk management, compliance, technology strategy, and critical third-party oversight. Helping organizations navigate complex challenges, ensuring they align with industry regulations, effectively manage third-party relationships, and optimize.

2024 - Present ~2 yrs 4 mos

Technology Consultant – Kpmg Assignment Select (Kas) Dynamic Bench Program

Current

New York, NY, US

  • Joined KPMG’s exclusive dynamic bench program as an independent contractor, specializing in technology due diligence and corporate technology strategy. This program allows for readiness to support high-impact projects.
  • Technology due diligence assignments
  • Part of or lead M&A DD technology
  • Corporate technology strategy
  • Product architecture experience
  • Solution design
2024 - Present ~2 yrs 4 mos

Executive Vice President / Chief Information Officer | Svp Information Technology

Arlington, TX, US

  • Strategic Planning and Board Management
  • Identified emerging technologies to streamline account acquisition and lending processes, reducing customer input and decision time, increasing new accounts, and contributing to a 10% annual growth in business revenue.
  • Developed strategic plans for the organization and presented them to the board as a key member of the executive team.
  • Served as Advisory Board Member for two key partners, Comcast Business and Jack Henry & Associates, to enhance technology planning and improve vendor relationships. Governance, Risk, and Cybersecurity
  • Implemented new cybersecurity frameworks to enhance operational efficiency, bolster data protection, ensure compliance, and reduce findings and outages by 20%.
  • Improved vendor onboarding by enhancing due diligence and terms, resulting in stronger contracts and reduced third-party risks.
2018 - 2024 ~6 yrs

Senior Vice President – Portfolio Management

Arlington, TX, US

  • Technology Planning
  • Developed comprehensive business continuity plans to enhance.
  • Developed and executed comprehensive IT multi-year roadmaps aligned with organizational objectives, investment cycles, and strategic initiatives, totaling more than 200,000 man-hours.
  • Improved organization structure with Information Technology that streamlined operations and reduced redundancies.
  • Effectively optimized resource planning using proven field knowledge for proper project oversight that perfectly aligned with organizational goals and objectives.
  • Streamlined operations effectively by managing multiple M&A initiatives, due diligence activities, system integrations, and resource management.
2014 - 2018 ~4 yrs

Vice President - Pmo / Strategic Projects | Avp Project Management

Arlington, TX, US

  • Implemented a Project Management Office and established formal processes for project selection, execution, and resource planning.
  • Led a retail product redesign that positively affected 60% of customers and increased product profitability by 15%.
  • Oversaw two major financial institution acquisitions, leading due diligence and vendor integrations while ensuring effective employee training for smooth system integration.
  • Established standard processes to manage financial institution acquisitions, seamlessly integrating systems and organizational structures while managing vendors and training employees.
  • Introduced agile project methodology, transforming functional design within the organization.
  • Managed a team of project managers and cross-functional teams totaling approximately 60 employees.
2012 - 2014 ~2 yrs

Project Lead Manager – Financial Systems (Director Level) | Divestiture Project Leader

The Hague, South Holland, NL

  • Directed all operations for an industry-leading technology solution for 2K+ mid and large-market clients with oversight of a $20M+ technology development budget.
  • Implemented a formal PMI-based project management methodology, including oversight of cross- functional teams on all aspects of the project from creation through completion.
  • Drove comprehensive wind-down of organizational functions, including the transition to third-party relationships to cement a smooth transition of Dallas operations to the East Coast team.
2010 - 2012 ~2 yrs

Adecco - Director Solutions Design

  • Manage sales, technical solution development activity, and projects for outsourcing program department, including valuation of large outsourcing deals; onsite due diligence projects.
  • AMD Human Capital Cost Project - Managed Adecco's client due diligence project to analyze client's financial data to identify unidentified spend on Human CapitalResources Identified more than $15MM in hidden costs.
  • Led the development of pricing / costing model to analyze outsourcing solutions and develop client pricing used to price new BPO clients in the US market.
  • Led the valuation of large outsourcing deals; onsite due diligence projects, and client sale pursuits.
2009 - 2010 ~1 yr

Gw Equity - Valuations Associate / Independent Consultant

  • Created valuations for more than 40 US and Canadian based corporations.
  • Signed more than 20% of clients to agreements to engage in the acquisition process.
  • Performed financial due diligence to develop valuations for North American based customers.
  • Developed valuations for small and mid-market firms valued under $150M.
  • Guided client discovery and due diligence / developed sell-side offering memorandum.
  • Assisted customers with developing strategic and operational plans.
2007 - 2009 ~2 yrs

Ceridian - Senior Solution Architect

  • Oversaw Ceridian's service development project for the mid and large market clients.
  • Developed financial models for pricing, financial forecasts and return on investment for outsourcing division - average contract size $20+MM.
  • Managed Visteon / Ford Motors, the largest single international outsourcing project in Ceridian's history - $30MM contract
  • Develop technology solutions support outsourcing client across US.
  • Managed Coors UK operations solution design process.
  • Designed pricing models, client discovery documents and standardized processes.
2002 - 2007 ~5 yrs

Pwc/Cartesis - Senior Consultant

  • Led a development team in designing and implementing solutions for a large construction firm and a global consultancy, overseeing day-to-day operations of projects valued at over $10 million.
  • Managed client relationships, enhancing profitability, revenue, margins, and consultant utilization.
  • Designed and implemented custom applications and systems for clients such as Gilbane and E&Y.
2000 - 2002 ~2 yrs

Chief Operations Officer

  • Oversaw the operations of a division at UICI, a publicly traded insurance company, and managed through UICI's divestiture. Developed and implemented a strategic plan to address major customer service issues and a.
  • Implement financial controls and improved operational efficiencies through the introduction of new technology and process improvements resulting in $4MM expense reduction
  • Led the implementation of more than 36 new clients and 120,000 employees serviced through three service centers, growing revenue to more than $40MM
  • Implemented new technologies that improved auto processing by 20%
  • Managed team of 300 employees across three service centers
1994 - 2000 ~6 yrs
Team & coworkers

Colleagues at Trinity Oak Partners, LLC

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6 education records

David Turner, Mba education

Pgpcs-Intl, Cybersecurity

Texas Mccombs School Of Business

Mba, International Business

Naveen Jindal School Of Management, Ut Dallas

Bba, Finance

The University Of Texas At Arlington

Cio/Cto Advisory Program

Gartner

Information Technology

Info-Tech Cio Business Vision Program

Executive Leadership

Cardwell 306 Leadership Program
FAQ

Frequently asked questions about David Turner, Mba

Quick answers generated from the profile data available on this page.

What company does David Turner, Mba work for?

David Turner, Mba works for Trinity Oak Partners, LLC.

What is David Turner, Mba's role at Trinity Oak Partners, LLC?

David Turner, Mba is listed as Managing Partner at Trinity Oak Partners, LLC.

Where is David Turner, Mba based?

David Turner, Mba is based in Dallas-Fort Worth Metroplex, United States, United States while working with Trinity Oak Partners, LLC.

What companies has David Turner, Mba worked for?

David Turner, Mba has worked for Trinity Oak Partners, Llc, Chief Executive Connections, Kpmg Us, Texas Trust Credit Union, and Aegon.

Who are David Turner, Mba's colleagues at Trinity Oak Partners, LLC?

David Turner, Mba's colleagues at Trinity Oak Partners, LLC include Maude Blair, Margaret Williams, Matt Gainey, Wendy Teagle, and Pam Leidy.

How can I contact David Turner, Mba?

You can use AeroLeads to view verified contact signals for David Turner, Mba at Trinity Oak Partners, LLC, including work email, phone, and LinkedIn data when available.

What schools did David Turner, Mba attend?

David Turner, Mba holds Pgpcs-Intl, Cybersecurity from Texas Mccombs School Of Business.

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