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 assessment of goals and objectives and helping to define or enhance current business processes. Providing guidance on managing the impact of change , thus easing the transition for increased adoption rates and reduced churn of the new processes/systemsWorking closely with sales to identify and drive client expansion opportunities. These include: additional services, features, and integrations of existing software to further achieve the long term goals and efficiency of client.

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 ensuring projects were delivered on time, within scope and within budget to satisfy the needs of their clients and customers. Clients: SaaS/Media, Financial Services, Healthcare, and Non-Profit ( Veteran's)

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+ person organization to implement change, meet business objectives and motivating other departments to promote process improvement by improving communication, developing mission statement launch and physician loyalty program.

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 planning, implementation, methodologies, and administration of a new CRM to improve data and communications for over 150,000 financial advisors and 10 platform programs. Collaborated with portfolio management and compliance to create collateral, taglines and training materials for clients, regional advisors, product specialists and financial advisors.

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 40%, the sales team doubled in size and assets under custody increased from 7.8 Billion to 66 Billion. Relationshipmanagement of clients, Sales, Operations, Accounting, Information Technology, Trust, Portfolio, and Compliance units. Coordinated all facets of bi-annual conferences for mutual fund and private equity shareholders, increasing market exposure by holding events in key cities nationwide. Led project team as database administrator to devise methodology to increase CRM usage and improve data accuracy by 20%. Improved reporting and assisted in determining service levels, top deals, and selling opportunities, while increasing customer satisfaction. Reporting to the Director of Marketing, assisting in the review, design and layout of materials, the creation of taglines, and the coordination of market overview write-ups with portfolio managers for semi-annual/annual reports.

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, and training of proprietary software.

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, pricing, and controls. Training decreased accounting errors which contributed directly to improved client satisfaction. International offices were able to expand due to increased understanding of business operations and lowered staff turnover by 10%.