David Thomas Email and Phone Number
Vice President - Financial Services, OperationsYears of experience in financial services, excelled in a variety of work environments—traditional offices, hybrid setups, and fully remote arrangements. Expertise encompasses Operational Management, Daily Transactional Reconciliation, Risk Mitigation, Contract Execution, Tax Reporting, Strategic Automation, Project Oversight, Cost Optimization, Leadership, and Team Development. This broad experience coupled with 15 years of leadership roles, allows for adaptation in any global work dynamic. Guided teams to success, managing fast-paced and high-pressure situations ensuring that organizational goals are met while fostering a culture of innovation.Core Competencies| Strategic Leadership | Retirement Services Knowledge and Administration Expert | Large Scale Project Management | Operations | Oversight/Risk/Controls/Compliance |Database Solutions | Training & Development | Risk Mitigation | Governance | Cross-Functional Collaborations | Performance Management | Coaching |
Oxford Area High School
View-
Varisty High School Football Position Coach - Jv Head CoachOxford Area High School Aug 2018 - PresentYearly contract role coaching varsity running backs and safeties, collaborating with fellow coaches on game planning, game day execution, player development, and community outreach initiatives. Also serve as head coach of junior varsity football team managing daily practice plan, game day preparation and play calling. -
Vice President - Governance And Control Manager Of Finance ProgramsJ.P. Morgan Dec 2022 - Nov 2024Newark, Delaware, United StatesGoverned and lead five global financial control programs, ensuring regulatory compliance through comprehensive oversight, risk assessment, and effective control management.• Led multiple global governance and risk management programs across remote, hybrid, and in-office teams. • Oversee regulatory and employee compliance, business resiliency, reconciliation, risk management, policy and procedure oversight and adherence. After a year of dedicated efforts, the team achieved business as usual status for the first time in several years consistently operating within service level agreements.• Designed and executed strategies, lead working groups, and manage Key SLA deadlines, enhancing global collaboration.• Conduct comprehensive risk assessments and implement real-time controls, handle project management, enhance efficiency and resilience, developed an advanced risk control framework to support proactive risk management and operational excellence. This initiative substantially decreased the findings from internal audit quality assurance reviews. -
Vice President - Retirement And Check Services OperationsJ.P. Morgan Jan 2017 - Dec 2022Oversaw the daily operations and strategic initiatives for the retirement and check services department, executing thorough administration and oversight throughout the entire life cycle of retirement brokerage accounts for new, existing, and exiting clients. • Directed all custodial responsibilities including budgeting, daily transactions and operations, reconciliations, process improvements, strategic automation, HR planning, contract management, product and next step planning, dissecting and implementing all IRS brokerage rule changes.• Strategic implementation of initiatives in varied work setups, improved team efficiency, adapted to diverse environments, and enhanced risk management that reduced data breach risks and achieved substantial cost savings.• Managed a global team across four locations, improving cost efficiency by 25% and streamlining audit turnaround by 35%. Fostered career development, resulting in 30% of direct reports receiving promotions aligned with their skills and goals. -
Associate/Manager- Retirement Services Operations At Jp MorganJ.P. Morgan May 2011 - Jan 2017Newark, DeManaged all daily retirement custodial operations including daily transactions and operations, reconciliations, process improvements, strategic automation, first line escalations, and contract management.• Led a successful offshore migration of 50% of global staff within six months, creating a comprehensive playbook and training materials for multilingual teams.• Reduced overtime by 80%, saving $75,000 annually, and improved on-boarding efficiency from six months to 30 days.• Executed the most extensive account conversion in team history, managed system development, contracts, and training. -
Retirement SpecialistSun East Federal Credit Union Sep 2008 - May 2011Aston, PaManaged daily operations and reconciliations, ensuring compliance with protocols and addressing escalated issues effectively. Led IRA training initiatives, cultivating a strong control environment, and fostered team proficiency.
David Thomas Skills
David Thomas Education Details
-
Business Administration And Management, General -
Liberal Arts And Sciences, General Studies And Humanities -
Education
Frequently Asked Questions about David Thomas
What company does David Thomas work for?
David Thomas works for Oxford Area High School
What is David Thomas's role at the current company?
David Thomas's current role is A motivated financial leader seeking role to utilize my core strengths in: Strategic Leadership, Retirement Administration, Project Management, Operations, Oversight, Risk and Control Mitigation, Governance, Coaching..
What schools did David Thomas attend?
David Thomas attended Southern New Hampshire University, Delaware County Community College, Delaware County Community College.
What are some of David Thomas's interests?
David Thomas has interest in Leadership, Teaching, History Research, Politics, Education, Reading, Weight Lifting.
What skills is David Thomas known for?
David Thomas has skills like Teaching, Research, Library, History, Leadership, Public Speaking, Microsoft Office, Powerpoint, Microsoft Excel, Wordpress, Writing, Higher Education.
Not the David Thomas you were looking for?
-
David Thomas
Greater Boston1 (866) 4XXXXXXX
-
David Thomas
Cybersecurity Advisor @ Optiv Inc / Founder And Principal @ QuofinityAlbany, New York Metropolitan Area3prigain.com, osicorp.net, verizon.com -
David Thomas
San Diego, Ca5getupside.com, gmail.com, fb.com, xpanse.com, indeed.com5 +151242XXXXX
-
David Thomas
Washington, Dc1smartitpros.com2 +173423XXXXX
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial