David Geist Email & Phone Number

Newtown, Pa, Us

Newtown, Pa

Boston, Massachusetts, Us

Spearheaded enterprise data management and business intelligence initiatives at 55IP to drive strategic decision-making and operational efficiency.- Business Intelligence Solutions: Designed and created new tax transition reporting package for my customer success team. Leveraging QlikSense to provide actionable insights and support data-driven decision-making for our internal and external stakeholders. This new reporting package allowed our client success team to bring in $20mm+ in AUM from one group of advisors alone.- Data Governance Framework: Developed a robust data governance framework by conducting a comprehensive data asset inventory, identifying critical data gaps, and establishing data quality standards.- Enhanced Data Quality and Consistency: Improved data quality and consistency by establishing data standards, validation rules, and data cleansing processes.- Optimized Data Pipelines: Streamlined data pipelines and ETL processes, reducing data latency and improving data reliability.- Cross-Functional Collaboration: Fostered strong partnerships with business stakeholders, data scientists, and IT teams to align data strategies with business objectives.- Improved Trade Proposal Accuracy: Incorporated real-time pricing into data pipelines, replacing the use of yesterday's closing price. This significantly improved the accuracy of trade proposals, leading to more informed client decisions and increased client satisfaction.By implementing these data-driven initiatives, I have significantly improved data quality, accelerated decision-making, and empowered the organization to make data-informed choices.Technical Skills:Data Governance, Data Quality, Data Lineage, Metadata Management, Data Warehousing, Data Modeling, ETL, SQL, QlikSense, TableauSoft Skills:Leadership, Strategic Thinking, Problem-Solving, Communication, Collaboration, Stakeholder Management

Fort Lee, New Jersey, Us

Owned and defined the vision, strategy, product roadmap and backlog for a Credit Facility Management system and accompanying platform. Managed a cross-functional team focusing on Buy Now Pay Later (BNPL), real-estate and crypto-backed lending facilities.▪ Designed and executed on an updated warehouse reporting package for our clients that increased speed of execution from 3+ hours to ~15 minutes enabling our capital markets team to differentiate our offerings with same-day fundings.

New York, Ny, Us

Led strategic initiatives to optimize index operations, enhance data quality, and reduce operational risk. As a key member of the Index team, I collaborated with cross-functional teams to drive efficiency, innovation, and growth.- Accelerated Index Operations: Led the development and implementation of a new workflow system, automating over 300 manual index processes. This significantly reduced operational risk and enabled the business to scale and grow.- Improved Data Quality and Consistency: Implemented a robust data governance framework and business intelligence tools to monitor data quality and identify potential issues. By proactively addressing data quality concerns, we reduced restatements and delays by 15%.- Enhanced Decision Making: Developed and maintained critical dashboards to provide real-time insights and inform strategic decision-making. Utilized data-driven root cause analysis to highlight trendsand improve processes in collaboration with upstream Data and Engineering teams.- Optimized Resource Allocation: Led the annual business planning process, prioritizing initiatives and allocating resources effectively to support the team's objectives.- Fostered Cross-Functional Collaboration: Collaborated closely with business, engineering, design, and UX teams to develop and implement innovative solutions.Through these initiatives, I contributed to the overall success of Bloomberg Barclays Indices, driving operational excellence and supporting the growth of a $200 million per year revenue business.

New York, Ny, Us

Led a global, cross-functional data team that was integral to successfully executing the $1 billion acquisition of the Barclays Indices. Played a critical role in ensuring a smooth transition with minimal disruption to client services.- Established Data-Driven Decision Making: Developed a new Business Intelligence Reporting and Analytics platform to monitor progress against acquisition milestones, providing real-time insights to C-suite executives.- Optimized Client Onboarding: Successfully onboarded 95% of clients to the Bloomberg PORT product, coordinating with multiple teams to ensure a seamless transition and minimal client impact.- Streamlined Index Management: Led the planning and execution of a system-wide lift-and-shift, along with the development of new index management and reporting tools. This significantly improved operational efficiency and enhanced client experience.- Facilitated Cross-Functional Collaboration: Collaborated with sales, product, business, UX, and engineering teams to identify and address integration challenges, ensuring the successful completion of the acquisition.By driving these initiatives, I contributed to the successful integration of Barclays Indices into Bloomberg and strengthened Bloomberg's position as a leading provider of financial data and analytics.

New York, Ny, Us

Led the development and management of Bloomberg's Credit Analysis suite of products. Drove innovation and growth by leveraging Agile methodologies and a deep understanding of client needs.- Optimized Product Portfolio and Increased User Engagement: Reduced annual spend by $5 million while increasing unique users by 60% through data-driven decision-making and a focus on client needs.- Enhanced Product Features and User Experience: Collaborated with engineering, operations, and UX teams to design, test, and implement new features that improved the user experience and increased product value.- Improved Operational Efficiency: Transitioned teams from a waterfall to an Agile development methodology, increasing agility and accelerating time-to-market for new features.- Developed High-Performing Teams: Mentored and developed a team of analysts, providing opportunities for career growth and advancement.- Strengthened Client Relationships: Worked closely with marketing, sales, and business development teams to educate clients on product enhancements and drive adoption.By delivering innovative products and fostering strong client relationships, I contributed to the growth and success of Bloomberg's credit analysis business.

Zurich, Ch

Ch

Ch

Ms, International Economics And Management

Executive Education, Creating And Leading High-Performing Teams

Executive Education, Strategic Persuasion Workshop: The Art And Science Of Selling Ideas

Bsba, Finance

Cert, German Language Training