David Bretan Email & Phone Number

Greater New York City Area

Lead high profile projects in financial services industry. Roles include program management, project management, stakeholder management, planning, risk and issue mitigation, business analysis, process design, process implementation, training, operational support

Plainview, Ny

Fulfilled a lifelong dream by successfully launching a start-up business distributing and selling 4 advanced wound care products in a competitive marketplace covering all aspects of the business including finance, operations, marketing, pricing, regulatory strategy/compliance, and sales. Business achieved $500k revenue in 2 years of operation before being soldSelected Accomplishments:Created joint company with Advancis Medical, UK manufacturer, negotiated contractLaunched… Show more Fulfilled a lifelong dream by successfully launching a start-up business distributing and selling 4 advanced wound care products in a competitive marketplace covering all aspects of the business including finance, operations, marketing, pricing, regulatory strategy/compliance, and sales. Business achieved $500k revenue in 2 years of operation before being soldSelected Accomplishments:Created joint company with Advancis Medical, UK manufacturer, negotiated contractLaunched new business as exclusive US Sales and distribution entityManaged FDA and Medicare reimbursement requirementsCreated all pricing models for products and conducted pricing analysisSold products to Nursing Homes, Home Health Agencies, and hospitals by conducting in-service presentations and presenting products at industry trade shows. Distributed products through approx. 70 other medical wholesalersManaged all financials and operations (including inventory, fulfilling orders, customer service, etc)Hired inside and outside salesforceAssisted in creation of all marketing materials. Managed US-based clinical activities with wound-care nurses which resulted in “posters’ presented at tradeshows showing efficacy of products Show less

Managed a group of risk professionals focused on ensuring reasonable assurance over the accuracy of our externally reported financial and non-financial information to various external agencies (SEC, Federal Reserve Board. Included large American Express-wide project work and business-as-usual operational risk management with significant interface with internal and external auditorsSelected Accomplishments:Led a corporate-wide initiative to optimize our current Sarbanes-Oxley… Show more Managed a group of risk professionals focused on ensuring reasonable assurance over the accuracy of our externally reported financial and non-financial information to various external agencies (SEC, Federal Reserve Board. Included large American Express-wide project work and business-as-usual operational risk management with significant interface with internal and external auditorsSelected Accomplishments:Led a corporate-wide initiative to optimize our current Sarbanes-Oxley environment from 2700+ financial reporting controls documented and tested quarterly to ~800 controls. Required collaboration across PricewaterhouseCoopers, Internal Audit, and business process owners across the company. Managed the procurement of Deloitte Consulting for first part of the effortLed the creation of a Spreadsheet Internal Control Standard to manage financial risk associated with spreadsheets. Led the evaluation and procurement of current best-in-class capabilities to automate the requirements of the policy. Created and delivered training on the Standard for those at AXP that need to implement itCreated a logical approach and execution of managing financial reporting risk for 200 new reports required to be filed by American Express after becoming a Bank Holding CompanyDeveloped effective working relationships with various Controllers across various leadership levels above and below my own. Show less

Led large technology projects applied six sigma techniques to various projects. Fine-tuned strategies, executed projects, developed, and managed steering committees, managed business cases, led various managers in a matrix environmentSelected Accomplishments:Led cross-functional team of over 50 staff without direct report relationship to transform AXP Voice Services by enabling speech recognition capability. Responsible for obtaining and managing $6.7MM in investment. Completed… Show more Led large technology projects applied six sigma techniques to various projects. Fine-tuned strategies, executed projects, developed, and managed steering committees, managed business cases, led various managers in a matrix environmentSelected Accomplishments:Led cross-functional team of over 50 staff without direct report relationship to transform AXP Voice Services by enabling speech recognition capability. Responsible for obtaining and managing $6.7MM in investment. Completed business case, defined strategy, led RFP for outsourcing capability. Identified $12MM run rate opportunity; presented and gained alignment with senior leaders within various areas of the organizationLed company-wide communication campaign, program management, and business case management for American Express’ initial corporate intranet to ~60,000 employeesLed end to end Derivatives review across American Express Bank and American Express Travel Related Services with approximately 50 subject matter experts across several countries utilizing Six Sigma’s process management methodology. Identified and oversaw execution of 17 projects to reduce risk of financial misstatements. Created integrated metrics to sustain and monitor the process, and defined strategy for re-platforming all market traded product technologies.Drove the corporate identity management strategy implemented the integration of Lotus Notes email addresses to Peoplesoft HR information leveraging state-of the art meta directory capabilitiesLed group-wide employee satisfaction teams and raised 10 of 11 satisfaction attribute scores to at or above point of arrival scores in 2002 and 2004 Show less

New York, New York, United States

Advanced through a series of promotions, culminating in oversight of group managing development and ongoing maintenance of large number of Lotus Notes and interactive applications for various internal business and staff groups based in the World Financial CenterSelected Accomplishments:Translated and enhanced business needs for business partners by understanding Lotus Notes and other client-server capabilities as well as vision business was trying to achieveBuilt and… Show more Advanced through a series of promotions, culminating in oversight of group managing development and ongoing maintenance of large number of Lotus Notes and interactive applications for various internal business and staff groups based in the World Financial CenterSelected Accomplishments:Translated and enhanced business needs for business partners by understanding Lotus Notes and other client-server capabilities as well as vision business was trying to achieveBuilt and maintained internal customer relationships with various business partners throughout American Express by providing strategic and tactical technology consulting and development services to automate processes and meet business needsFollowed and implemented increased capabilities of Lotus Notes as newer versions were distributed throughout AXP up to and including interactive capabilitiesManaged a staff of 22 in creating portfolio of technology solutions, including development, support, and maintenance projects/applications within a $1.5MM budget Show less

Yonkers, New York, United States

Software programmer responsible for developing and testing applications in support of the radar warning receiver for the F-15 fighter jet. Gained valuable corporate skills including the ability to collaborate with many different colleagues on the same project, maintaining communications between departments, and learning to get tasks accomplished in fast track manner

Bsee, Electical Engineering, Computer Science

Activities and Societies: President, Student Chapter Institute for Electrical and Electronics Engineers (IEEE) Member - Tau Beta Pi.

Computer Science

Education record