David Mollo Email & Phone Number

Franklin, Ma, Us

St. Louis, Missouri, Us

Manages internal and external partnerships to drive delivery of CRM and Practice Management capabilities for Wells Fargo Advisors.

Providence, Rhode Island, Us

Responsible for customer experience strategy and execution of project portfolio for affluent and high net worth client segments within the Citizens Bank wealth management channel.• Product/Experience Owner for Salesforce Transformation (within an Agile methodology framework) to evolve our advisor and client experiences, in line with significant investments in technology and digital platforms across the bank• Creates unique journey mapping scenarios to drive front-line sales best practices to meet NPS targets.• Partners with data analytics leaders across the bank to determine client segmentation strategy and influence coverage decisions and business practices.• Applies Voice of the Customer feedback data to drive change within the business.• Responsible for vendor management and relationships for CX function, including cultivating new fintech opportunities and budget/negotiating annual and ad hoc contracts.• Led the build of a virtual advisory channel as part of a bank-wide transformation program in late 2019; roll-out was amended to quickly deploy to all Advisor channels (600 total roles) in April 2020 to meet remote-work needs.• Developed tailored Wealth Team colleague and CX choreography across the Citizens' network of solutions (investments, deposits, lending, business banking, digital), contributing to achievement of budget targets.

Boston, Ma, Us

-Worked with Distribution Leadership to identify, develop, test and implement new live channel sales and service programs across Fidelity Investments' broad branch and phone advisory network to drive positive sales results and to improve the customer experience. -Identified and implemented process improvements in support of the field regarding book of business management and customer engagement.- Oversaw several "test and learn" pilots to develop new coverage models within the Branch and Regional Center network, from ideation to Executive-level recommendations- Conducted a thorough qualitative and quantitative financial analysis for sales support roles to measure profitability and identify methods to improve skill development and production, accountability reporting, and best practice adoption.-Served as a developmental mentor within my direct team, leading presentation skill refinement, identifying methods to improve Management-Staffing collaboration

Boston, Ma, Us

Served as a Financial Advisor for clients in Fidelity's Framingham Investor Center, specializing in retirement planning, investment strategy and asset protection planning. High-volume experience gained, with over 12 appointments per week on average.

New York, New York, Us

Financial Services Professional offering securities products and services and a full array of Insurance solutions through NYLIFE Securities LLC, member FINRA/SIPC, a Licensed Insurance Agency.

Oo

• As part of the core Deal Team, successfully completed the signing of an SPA regarding Sun Life’s $1.35b sale of the Annuity and Life business units to Guggenheim Financial, announced in December. • Selected to serve as the Program Manager for Sun Life’s newly-created Separation Management Office to oversee activities during close and transition periodsAs part of a cross-enterprise strategic execution team changing the remaining SLF US business, leading a project to hire, house and define process for 60+ new employees within the Operations area.Lead PM for OSFI Regulatory Visit scheduled for June, 2013.

Oo

Oversees a team of project and business development specialists responsible for: - Leading projects in a project management capacity to build Sun Life's Voluntary Benefits infrastructure. - Developing an internal Research & Development environment to construct, execute and test enrollment prototypes to complement investments in product, distribution, staff and technology.- Teaming with sales and marketing partners to create and launch business development initiatives.- Producing periodic and ad hoc management reports and analysis to gage operational metrics supporting the business.

Oo

• Completed a nine month assignment in the UK as Integration Program Manager for SLF’s acquisition of Lincoln Financial’s UK operation.• Managed team of Project Managers and coordinated the efforts of multiple teams to reach deal completion, create a 180-day post-close integration project plan, and track integration budgets / synergies. • Responsible for overseeing the M&A due diligence process for SLF US, partnering with SLF Corporate Management and Investment Bankers. • Led the execution of several strategic planning initiatives across the enterprise, including large-scale system implementation, improving sales effectiveness in underperforming regions, and creating effective expense reporting metricsStrategic Projects Officer (2004-2008)• Lead Integration PM for SLF's acquisition of the Genworth Financial Group Employee Benefits division. Responsibilities included coordinating the efforts of 15+ integration teams to meet the conditions of close and for a desired operational state • Created comprehensive guide to M&A management at Sun Life covering due diligence, execution of closing obligations and integration process.• Managed SLF’s Business Practices Executive Committee with the purpose of identifying potential risks and overseeing the implementation of changes to business practices and/or controls to eliminate or mitigate the risk as appropriate.• Responsible for producing quarterly reports for Sun Life’s Global Chief Risk Officer detailing risk management and mitigation efforts for the U.S. business. • Responsibilities include project mgmt for executive-sponsored company-wide projects and initiatives, as well as Board of Director reporting.• Was the PM responsible for the vendor selection and implementation of the e-mail and Instant Messaging surveillance system. • Acted as a mgmt liaison during regulatory visits and exams. • Was chosen to participate as a mentor in SLF’s Management Mentoring Program

Business Management Officer- Sun Life Financial Distributors (2002-2004)• Supported National Sales Managers to restructure and coordinate all marketing, sales support, and sales reporting needs of field. • Managed the SLFD Strategic Planning efforts, including process re-engineering. • Acted as the lead Project Manager in the formation of SLFD, overseeing the integration of all workstreams (including Finance, Information Technology, and Facilities Management) needed to incorporate the company. • Co-managed the Merrill Lynch relationship in a National Account Management capacity.• Was Project Manager for creation of the SLFD.com website.

Boston, Massachusetts, Us

1999-2002 MFS INVESTMENT MANAGEMENT BOSTON, MAAssistant Vice President, Marketing Manager, Insurance Products (March 2000 to April 2002)• Involved in creation and production management of Variable Annuity sales campaigns, seminars, and value-added materials.• Worked with the National Account Managers to design and adapt literature to meet wirehouse / regional firm and banking client needs.• Acted as the primary Project Manager for all e-commerce efforts within Insurance Products group.Sales Desk Representative (June 1999 to March 2000)• Support three external wholesalers covering seven states (PA, OH, IN, KY, MO, OK, KS).

New York, Ny, Us

1993-1999 MERRILL LYNCH CAPITAL MANAGEMENT GROUP BOSTON, MASenior Fund Representative• Served as an account manager for institutional clients with combined account assets of $2 billion.• Collaborated with Merrill Lynch Financial Consultants to sell investments and services via presentations and conference calls. • Created marketing materials and brochures designed for mass-mailing and fax campaigns.• Wrote marketing articles for internationally-distributed Merrill Lynch weekly newsletter.

1991-1993 KEYPORT LIFE INSURANCE COMPANY BOSTON, MABusiness Service Representative• Provided clients information about policies and products by telephone and written correspondence.

Mba, Finance, Marketing

Bachelor'S, Journalism, Public Relations