David Delima Luria Email & Phone Number

Washington, Dc, Us

Baltimore, Maryland, Us

Work across the enterprise to improve throughput for ESG initiatives, particularly with financial reporting.

Baltimore, Maryland, Us

♜Selected as product owner for portfolio-delivery dashboard using PowerBI.♜Define ingestion, transformation, and dashboard display for $50m+ portfolio with the objective to reduce delivery friction and streamline narrative.Key Results:♦ Dashboard in use as early-warning indicator of emerging problems in order to mitigate delivery risk.

Baltimore, Maryland, Us

♜ Selected to be part of a small - but scrappy - program team to drive a 3-year, enterprise-wide technology changes to split TRowe into two (instead of one) investment advisors. Work with senior management to define demand, track progress and reduce program friction.Key results include:♦ The firm successfully split into two investment advisors in July 2022. Nearly 85 technology projects delivered in scope and on-time.♦ The establishment of a program-data-tracking tool, nicknamed "The Machine", to monitor progress and minimize risk.

Baltimore, Maryland, Us

♜ Promoted based on stellar performances in previous roles to act as Chief of Staff for a $17.5 million technology book of work, while providing oversight for all budget, program, vendor, and talent activities within the organization. ♜ Lead Portfolio Modernization Working Group for $108 million books of work to minimize regrettable technology spend on projects and encourage investment in target-state technology projects.Key results include:♦ The establishment of three domain-specific ‘Investment Tech Leadership Committees’, helping to speed up the project/program oversight and decision-making process for IT spend, resulting in an increased annual budget of between 8% to 10% over two years.♦ An innovative, resource-forecasting model to improve planning and budgeting, reducing IT budget-to-forecast variances from ~10% to less than 1% across a portfolio of more than 45 projects and 75 associates. ♦ A product-scoring model to ensure target-state technology products were built with modern strategy and got priority funding across $108 million books of projects.

Baltimore, Maryland, Us

♜ Solicited to lead vendor-management capability in order to clear a $10 million backlog of requisitions and suggest mutual funds according to the customer’s investor profile.♜ Partnered directly with the Head of Front Office Investments to establish a standardized process to review and approve all requisitions.♜ Collaborated with a 3rd-party Risk Management team to train ten employees on new policies and procedures.Key result includes:♦ A streamlined submission and review process to clear a glut of over $10 million in IT procurement backlog in under 6 months, coordinating all spend through established budget and 3rd Party risk processes.

Baltimore, Maryland, Us

♜ Managed a multi-year program, defining the replacement of the core data system for the acquisition, enhancement, and distribution of reference data and analytics throughout Front-Office trade flow. ♜ Led sponsor meetings with CTO to define a data strategy in key areas for investment data. Tasked with driving marquee requirements to capture the more than 140 business capabilities needed for modernization.Key result includes:♦ A strategy to remediate technology risk for a key 30-year-old data platform, resulting in changes to the operating model with new teams for analytics, reference data, more robust data governance, and a new Amazon.com-like data repository.♦ Promoted to Vice President.

Baltimore, Maryland, Us

♜ Hired to lead team reorganization to adopt agile methodologies and the stand-up three Kanban teams to improve predictability and transparency. ♜ Improved program estimates using Monte-Carlo simulations for multi-year effort of investment data warehouse implementation.♜ Managed a team of 7 developers and analysts to support key front-office database system.Key results include:♦ A 25% reduction in the volume of support tickets through training entry-level personnel on how to triage, resolve, and escalate data-migration tickets.

♜ Implemented training for District staff as part of implementation of the Affordable Care Act (ACA) in the District of Columbia, managing a team of eleven consultants and billing in excess of $250,000 per month. ♜ Functioned as the Business Process Improvement Lead on the project which included working closely with District Agencies to support organizational readiness for compliance with the Affordable Care Act's new Medicaid eligibility rules and health benefits exchange.Key results include:♦ Managed team of 11 consultants to design and deliver more than 30 training products to all impacted District of Columbia staff for the new ACA-compliant site, DCHealthLink.com – acted as the business liaison to the prime contractor, billing more than $250,000 per month for the team.♦ Client selection of Salesforce.com as the final CRM platform post gathering over 200 requirements and conducting a bake-off between 3 vendors.

♜ Spearheaded a team of 14 architects, developers, and designers, overseeing a multi-year, multi-million-dollar budget to transform global, enterprise-wide consolidated reporting capability. ♜ Served as a trusted subject matter expert, advising the CEOs and CFOs for Global, North America, and Europe on strategic analytics focus and KPI reporting strategies.Key results include:♦ An exceptional business intelligence dashboard (Asset Intelligence Monitor) used to rationalize $30 million CapEx spend for the world's largest global trailer and equipment leasing firm.

New York, Ny, Us

♜ Supervised 14 analysts, 5 project managers, and 3 developers tasked with handling all backoffice systems, supporting 70,000 active users and maintaining a customer renewal rate of more than 95%.♜ Led the modernization of several back-office business systems at SNL, including the transition from MS Dynamics to Salesforce.com. ♜ Laid groundwork to review and correct MS-SQL queries from the Project Managers and Business Analysts.Key results include:♦ Better user experience and higher case-management throughput by leading the integration of SalesForce.com with a dozen internal systems, replacing Microsoft Dynamics CRM 3.0  Delivered project on time and $20,000 under budget.♦ An upgraded, bespoke subscription-management application to a modern off-the-shelf billing and revenue-management solution, Softrax.

Charlottesville, Virginia, Us

♜ Selected as the first wave of Six Sigma Black Belts to close inefficient process gaps across the entire enterprise: from marketing, procurement, sales and distribution.♜ Created design-of-experiment for email blasts of 680,000 emails to test impact of factors on response rate (headline, offer, images, etc)♜ Set the foundation for superior process and operations management. Drove the development of four key employees into certified Six Sigma Black Belts. Key results include:♦ 15% improvement in order accuracy from optimized distribution center Pick-Pack-Ship processes.♦ Savings of more than $1.5m in rework costs by getting sales orders right the first time.♦ Reduced stock-out instances in the distribution center by 40%; and eliminated call-center returns by 33% based on deep, root-cause analysis.

♜ Managed projects for video game audio development.♜ Composed music and sound effects for games including Aliens Online, Battletech, Air Warrior, Stellar Emporer and Legends of Kesmai.♜ Worked with producers to gather audio requirements.

Washington, Dc, Us

♜ Commissioned by the State of Virginia and The National Endowment for the Arts to write a symphony.♜ Symphony premiered by the New River Valley Symphony in Southwest, Virginia.

Executive Ed Program, Corporate Finance

Ba, Music Theory And Composition