David Liles Email and Phone Number
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--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.
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Director, Wealth Strategy And AdministrationYellow Cardinal Advisory Group Dec 2022 - PresentCincinnati Metropolitan AreaResponsible for operations, administration and strategic business roadmap. -
First Vice President Wealth ManagementFirst Financial Bank Sep 2015 - Jan 2023 -
Vice President, Client Group Program ManagerFirst Financial Bank Jul 2012 - Jan 2023Cincinnati, Ohio AreaWorking with bank senior leadership to improve strategy and execution across various lines of business. -
Senior Director, CommunicationsFidelity Investments May 2010 - Jul 2012Cincinnati, 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 -
Vice President, Process OwnerFidelity Investments Jan 2007 - May 2010--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. -
Vice President, Business ImprovementFidelity Investments Jan 2005 - Jan 2007--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. -
Vice President, Transition ServicesFidelity Investments Jun 2000 - Jan 2005--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. -
Manager/Director Of Transaction ProcessingFidelity Investments Jun 1994 - Jun 2000--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. -
Visiting InstructorMiami University Sep 1995 - May 2005Responsible for curriculum implementation, assignments and examinations for 200 and 300-level undergraduate operations management and economics classes. -
ManagerProcter & Gamble Oct 1990 - Aug 1992Developed a 20-member production team during the implementation of a team-based work system. Participated in a strategic manufacturing reconfiguration project start-up. -
Platoon LeaderUs Army Sep 1987 - Sep 1990--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.
David Liles Skills
David Liles Education Details
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Finance And Management -
Environmental Science -
Western Branch High School
Frequently Asked Questions about David Liles
What company does David Liles work for?
David Liles works for Yellow Cardinal Advisory Group
What is David Liles's role at the current company?
David Liles's current role is Director, Wealth Strategy and Administration.
What is David Liles's email address?
David Liles's email address is da****@****rst.com
What is David Liles's direct phone number?
David Liles's direct phone number is +151324*****
What schools did David Liles attend?
David Liles attended Miami University, University Of Virginia, Western Branch High School.
What skills is David Liles known for?
David Liles has skills like Business Process Improvement, Leadership, Management, Strategy, Process Improvement, Project Management, Financial Services, Change Management, Strategic Planning, Six Sigma, Risk Management, Operations Management.
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David Liles
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David Liles
Global Head Of Electronic Trading, Head Of U.S. Cash Trading At Sanford C. BernsteinNew York, Ny2gmail.com, bernstein.com -
David Liles
Atlanta, Ga5wayflyer.com, gmail.com, wayflyer.com, fundthrough.com, pretzelcrisps.com -
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