David Wayne Email & Phone Number

Virtual

Virtual

Helping to transform businesses by utilizing project management software. Providing visibility, accountability and automation within an organization. Cprime helps visionary business leaders compose solutions, execute implementations, and perform against business goals.

Remote

Through a consultative approach, I deliver and implement productivity software training in a virtual environment for WNDYR'S Software as a Service (SaaS) partner clients. Collaborating with individuals and client teams to facilitate a positive software deployment experience using project management and marketing solutions. This is accomplished by the.

Dallas/Fort Worth Area

Working closely with firms across all sectors including: Financial Services, SaaS, Transportation, Media, and Non-profit to create, improve, and implement their operational and marketing strategies to support business development. Conducting training and software demonstrations and enabling businesses to achieve the best results from their efforts, while.

Dallas/Fort Worth Area

6 Month Contract within healthcare sector:Assessed and executed a marketing strategy to communicate risk assessment technology services. Focused on improved reporting, brand awareness, lead generation, and engagement.Managed 800K budget and 2 direct reports that included the Director and Manager of Marketing. Helped build a workplace culture for a 300+.

Dallas/Fort Worth Area

Managed marketing, sales, and technology projects along with a two-person business development team. Developed and launched new website and email marketing campaigns to increase lead generations, which contributed to an increase of assets by $500 Million. Product and risk management, positioning, branding and 8 new product strategy launches. Led the.

Fort Worth, Texas

Created client servicing standards and operating procedures that supported the business development of the firm. Assisted the sales staff in the cross-selling and retention of assets by responding to clients, reporting, providing statistical analysis, and supplying data to the RFP/RFI team. During my 9 year tenure, financial product offerings increased by.

Fort Worth, Texas

Senior Liaison between client and all State Street Bank Divisions to ensure a smooth transition of custodial and technology relationship. This included custody of Mutual and Pension Funds, Transfer Agency, Check Distribution, Securities Lending, Performance and Analytical Services. Additional responsibilities included testing, documentation, installation.

Quincy, Massachusetts

Supervised a staff of 12 servicing 16 Master Trust relationships totaling $13.8 Billion in assets. Allocated resources to minimize expenses and increase efficiencies. Trained and motivated the team on all aspects of portfolio accounting and client servicing functionality.

Quincy, Toronto, London, Munich, Paris, Luxembourg, Sydney, And Melbourne.

Responsible for assessing business needs. Designed technical training courses and materials for clients and worldwide offices. Internal consulting on training and development to various levels of employees and clients to educate and motivate on new technologies. Topics included State Street Bank’s internal accounting mainframe, settlement, reconciliation.