Director, Wealth Strategy And Administration
CurrentResponsible for operations, administration and strategic business roadmap.
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@bankatfirst.com
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6 phones found area 513, 757, and 617
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David Liles is listed as Director, Wealth Strategy and Administration at Yellow Cardinal Advisory Group, based in Milford, Ohio, United States. AeroLeads shows a work email signal at bankatfirst.com, phone signal with area code 513, 757, 617, and a matched LinkedIn profile for David Liles.
David Liles previously worked as First Vice President Wealth Management at First Financial Bank and Vice President, Client Group Program Manager at First Financial Bank. David Liles holds Mba, Finance And Management from Miami University.
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AeroLeads found 1 current-domain work email signal for David Liles. Compare company email patterns before reaching out.
--Proven ability to lead groups to achieve desired results in a variety of environments.--Built personal competency in large scale improvement, change and design.--Outstanding organizational, communication and interpersonal skills.--Experienced undergraduate business instructor.--Board level experience with non-profit organizations.Specialties: --Held positions of increasing responsibility in financial services operations to include large transaction processing organizations and professional-level implementation project managers who had direct client responsibility post-sales.--Led deployment of strategic business improvement effort to include measurement, project selection, team training and project execution.
Listed skills include Business Process Improvement, Leadership, Management, Strategy, and 17 others.
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Cincinnati Metropolitan Area
Responsible for operations, administration and strategic business roadmap.
Cincinnati, Ohio Area
Working with bank senior leadership to improve strategy and execution across various lines of business.
Cincinnati, Ohio Area
--Responsible for production of critical marketing and regulatory material across the national client base for Fidelity's retirement services --Owned productivity, quality and other service level agreements --Major initiative efforts included building significant offshore presence--During this role, managed operational aspects of major print vendor conversion
--Responsible for implementing redesigned end-to-end processes for our inbound data quality management across our national 401(k) service platform, which includes over 13,000 plans and 13 million participants. --Responsibilities include diagnosis, design, and implementation of new, end-to-end measurement, process, roles and technology.--Ensure success through effective communication and change management techniques. --Own performance of the process on an ongoing basis by working with business leadership.
--Lead successful deployment of Six Sigma project management and process management methodology through project selection, employee training and project completion. --Manage a group of Six Sigma Black Belt Project Managers responsible for completing improvement projects, consulting with functional senior leaders on scorecard measures and training needs. --Team identified $1.8 million in savings benefit during 2006. --While pursing Black Belt certification in 2005, personally completed projects with identified savings benefit over $1 million.
--Led a group of professional-level team leaders and project managers in all aspects of 401 (k) benefit plan conversion, to include plan document review and audit, payroll record format and transmission, asset and record transfer and reconciliation. --Average annual conversion project volume exceeded 300 projects and hundreds of millions of dollars in assets. --Responsible for capacity management, development of associates, direct customer service results and to manage associated risk. --Developed strategy for and executed against annual business plan, including a change effort to new conversion process, organizational structure, roles and technology. --Responsible for development of and adherence to $8 million annual budget.
--Managed a 33-person department that executes contribution and distribution processing for over 1,100 corporate retirement (401(k)) plans. --Responsible for implementing financial risk management strategies, control systems and technology-based solutions to improve operational efficiency. --Developed and managed to a $3 million annual budget.
Responsible for curriculum implementation, assignments and examinations for 200 and 300-level undergraduate operations management and economics classes.
Developed a 20-member production team during the implementation of a team-based work system. Participated in a strategic manufacturing reconfiguration project start-up.
--As Maintenance Officer, raised readiness rate of 60 pieces of equipment from 75% to 90% in 9 months using planned maintenance scheduling. --Served as Liaison Officer between commander of a 300 soldier logistics task force and the Commander of U.S. forces during a deployment to Honduras, Central America.
Activities and Societies: Beta Gamma Sigma Business Honor SocietyGraduate Assistant to Page Center for Entrepreneurship
Activities and Societies: President, Beta Iota Chapter, Delta Tau Delta Army ROTC Scholarship
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David Liles works for Yellow Cardinal Advisory Group.
David Liles is listed as Director, Wealth Strategy and Administration at Yellow Cardinal Advisory Group.
AeroLeads has found 1 work email signal at @bankatfirst.com for David Liles at Yellow Cardinal Advisory Group.
AeroLeads has found 6 phone signal(s) with area code 513, 757, 617 for David Liles at Yellow Cardinal Advisory Group.
David Liles is based in Milford, Ohio, United States while working with Yellow Cardinal Advisory Group.
David Liles has worked for Yellow Cardinal Advisory Group, First Financial Bank, Fidelity Investments, Miami University, and Procter & Gamble.
You can use AeroLeads to view verified contact signals for David Liles at Yellow Cardinal Advisory Group, including work email, phone, and LinkedIn data when available.
David Liles holds Mba, Finance And Management from Miami University.
David Liles is listed with skills including Business Process Improvement, Leadership, Management, Strategy, Process Improvement, Project Management, Financial Services, and Change Management.
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