David J. Kim Email & Phone Number

Newtown Square, Pa, Us

Valley Forge, Pa, Us

- "Be the COO to the CMO" - Make Vanguard Financial Advisor Services Marketing the most client-centric, data-driven and outcome-oriented distribution organization in the industry through people, process, data, technology- Lead data & analytics, operational risk & technology, program management office, content production and governance teams for Vanguard FAS marketing organization- Develop and implement strategic client marketing plans with heads of aligned business and senior management. Serves as a key relationship executive and contact for all products and services of client business- Partner with data & technology centers of excellence to shape marketing strategy, execution and prioritization- Re-imagine data architecture, operating workflow, cadence & speed across people, process, and technology- Holds responsibility over marketing budget while monitoring cost variance, forecasting, and allocating marketing costs- Responsible for 'Deepen' strategy to increase client loyalty and enrich sales relationships with prioritized clients.

New York, Ny, Us

- Lead a global data delivery team and product own distribution enablement platforms across Business Intelligence tools, Salesforce reporting and firm proprietary solutions for financial advisor services, institutional stakeholders. - Help define KPIs and provide enterprise enablement strategies to distribution stakeholders

New York, Ny, Us

- Lead a data delivery team specializing in various data visualization & reporting platforms.

New York, Ny, Us

-Deliver enterprise information management and business intelligence strategies across sales, marketing, and technology businesses -Architect performance measurement and visualization strategies that shape and inform business outcomes.-Collaborate with client advisors to marry expertise with predictive intelligence

New York, Ny, Us

-Manage the BI development and production environment-Partner with senior management to clarify and define their analytics goals in various areas including treasury risk, corporate finance, product profitability, customer relationship management, human resources, enterprise risk management, capital market and etc.-Project management to include scoping of development efforts, resource estimation, tracking of deliverables, issue and action item management, project delivery risk identification and management, budget and contract management.-Establish best practices in the area of BI application governance, data governance, and data security design

New York, New York, Us

-Support BI solutions deployed in Retail Bank Decision Management - including data preparation, staging, loading, license and security management.-Utilize Enterprise Data Warehouse to extract performance data, which will be used in a variety of ways to create target populations for campaigns, define/assess customer segments and develop portfolio trends and strategic initiatives.-Assist in the development of business cases, which includes quantifying revenue benefits (P&L).-Leverage additional new management tools and techniques to retain and grow product profitability.

Atlanta, Ga, Us

-Design & develop various applications including financial executive dashboards, enterprise solutions, commercial banking solutions, equity portfolio dashboards, and etc.

Cambridge, Ma, Us

-Conduct various projects on executive compensation & benefits, and internal audit items -Review third party SAS 70 audit reports on management control.-Analyze peer group companies’ 2008 Proxy filings (analyze salary, equity grants through Black-Scholes stock option pricing, perks & severance packages).

Bachelor’S Degree, Finance

Master Of Science (M.S.), Risk Management

Executive Education