David Himmel Email & Phone Number

New York, United States

New York, United States

New York City Metropolitan Area

**Position eliminated due to restructuring**-Author research reports on the wealth management industry for a client base of leading (Tier 1-2) wealth managers, vendors, and management consulting firms. Topics include various market sizing reports, robo-advice, advisor affiliation models, convergence of products and channels.-Work on research-based consulting projects. Sample engagement: Interviewed vendors, full-service wealth managers, and independent RIAs + conducted survey to develop framework for leading custodian's client segmentation strategy.-Advise clients on topics of their choice (e.g. company deep dives, topic specific analysis, bespoke market sizing) through recurring and ad hoc calls + desk research at client request via email.-Expert on various industry data sources (10ks, Survey of Consumer Finance, Form ADV, Form 5500, IRS IRA estimates, FFIEC Call Reports), and use for reports and ad hoc inquiries.

Greater Boston

-Headhunted and departed for unique opportunity 9 months into tenure.-Core member of 2-5 consultant project teams focused on customer experience initiatives. Sample projects: Articulated channel strategy for consumer VR firm. Evaluated service call experience for Fortune 50 consumer tech provider. Defined roadmap to shift Fortune 50 medical device company's LoB to work at home environment.-Sample project components include: data analysis (Excel/Python + combinations of database, survey, and observational data), stakeholder interviews, journey mapping, business case construction (DCF modeling), light market scanning (to understand tech solutions/benchmarking).

Greater Boston Area

-Project based and tactical research on wealth and asset management trends (advisory service models, product innovation, benchmarking and sizing). Deliverables include one pagers, written reports, presentations, data supplements, and fact packs.-Analyze and curate third party data (Morningstar Direct, Form 5500, Survey of Consumer Finances) using SQL and Python. Write queries and scripts to automate manual work.

-Resigned role to take intensive data classes (SQL, R, Tableau)-Developed Excel templates to increase speed to insight from requests for information (RFIs) and Qualtrics survey data by up to three times.-Conducted research for and co-authored reports on technology trends across financial services. Topics included mobile and online channel experience reviews, the industry's progress towards digital transformation, and best practices in the use of technology across the industry. Presented findings at an industry conference.-Coordinated large scale (40+) vendor comparison report processes, managing projects from inception to publication.

Greater Boston Area

-Performed a strategic assessment of a niche brokerage product. Evaluated current controls, processes, data and reporting, training, affected clients and assets, regulatory risks, and competitive gaps. Presented findings to wealth management and broker dealer leadership and recommended discontinuing offering based on findings.-Co-lead a business program dedicated to driving front line productivity through the use of internally developed resources. Worked with team to develop and implement a steering committee, business intelligence dashboard (integrated into 2017 scorecard), and just-in-time training to drive year over year utilization gains of 60-80%.-Developed a project prioritization model for Wealth Management division (IAS). Conceived strategic framework, analyzed complex data, built scoring models, and delivered recommendations to wealth management leadership for 2017 priorities.

-Managed day to day operations of a municipal election campaign, including volunteer coordination, fundraising, event coordination, maintenance of candidate’s online presence, creation of print material, and issue based research.-Developed Google Fusion Table based platform to organize voter outreach, saving the campaign close to $1,000-Authored memos on research-based educational best practices-Created and maintained master spreadsheet for all campaign related information-Ghostwrote all copy for candidate’s website and collateral material-Implemented social media plan tailored to candidate’s constituency and tripled Twitter follower count-Raised close to a third of overall campaign expenses-Published press releases and op-ed's in local newspapers

Advanced Analytics

Took courses through Springboard to gain foundational skills in R, SQL, and Tableau.

Bachelor'S Degree, Political Science And Government, Minor In Expressive Art Therapy

Activities and Societies: Students for Social Justice, LU Performing Arts Club, Lesley Writer's Roundtable, Fossil Free Lesley, Various.