Dave Simon Email & Phone Number

Chicago, Il, Us

Responsive and results-oriented Director of Program Management with a proven track record in orchestrating program governance, executive leadership communication, resource optimization, and vendor management. I specialize in driving strategic initiatives to successful outcomes while ensuring seamless collaboration across teams and stakeholders. With a keen eye for identifying underperforming vendors, I excel in navigating transitions to empower full-time employees for enhanced productivity and efficiency.Key Strengths:Program Governance Expertise: Proficient in designing and implementing robust program governance frameworks to ensure alignment with organizational objectives, mitigate risks, and drive operational excellence.Executive Leadership Communication: Skilled in articulating complex program metrics and insights to senior executives, fostering transparency, buy-in, and support for strategic initiatives.Resource Management: Adept at optimizing resources and talent allocation to maximize efficiency and achieve project milestones within budget and timeline constraints.Vendor Management: Experienced in cultivating and maintaining strategic vendor partnerships, negotiating contracts, and overseeing vendor performance to uphold service quality and deliverables. Successfully worked with various vendor models including: staff augmentation, application management support, and project based teams.Ownership Transition Strategies: Specialized in identifying opportunities to transition responsibilities from underperforming vendors to internal teams, facilitating seamless knowledge transfer and empowering employees for long-term success.With a collaborative leadership approach and a passion for driving organizational growth, I am committed to delivering transformative results and fostering a culture of continuous improvement. Let's connect to explore how I can contribute to your organization's success.

Chicago, Il, Us

Responsible for program management of Workday application at Morningstar, 10K+ employee, global organization. Acts as portfolio manager for Corporate Systems including: Workday, Salesforce, Stripe, Marketing Technology, Tableau, Coupa, and Concur.

Chicago, Illinois, Us

Responsible for delivery of OCC’s next-generation block-chain (Ethereum) based securities lending system, accounting for $115B in daily stock loan volume as of March 2021. Manages internal and external software engineering teams tasked to deliver functional and non-functional requirements across two separate development environments due to security concerns. Responsible for resource management planning for a 200+ person application development portfolio. Partners with Information Technology Business Management (ITBM), EPMO, Finance, Technology Leadership to present executive level dashboard and readout regarding team constraints, portfolio risk, and diminished productivity.

Chicago, Il, Us

Responsible for the overall planning, organizing, and execution of all technology functions. Leads all software engineering efforts and acts as technology expert with our external clients. Manages external technology vendors and development partners to execute on strategic growth initiatives.Analyzes business needs presented by the user community and/or clients and recommends technical solutions. Ensures the consistency and maintainability of existing applications by creating, maintaining, and enforcing standards/procedures. Directs operations in executing production tasks according to a documented schedule. Reviews all designs, code and unit test plans.Participates on all hardware and software evaluations and maintains vendor contracts. Responsible for full lifecycle project management- including all core aspects required to successfully plan, forecast, manage and execute, reporting to key stakeholders as needed.

Chicago, Il, Us

Manages software engineering team focused on internal tools/projects to support IT, Security and Technology Resource Planning and Development. Leads engineering team responsible for AWS Security Governance project, providing parity with our existing data center security policies. Leverages AWS Certified Solutions Architect - Associate certification to lead internal training program for global Amazon Web Services transformation. Manages global internal communications website, focused on enhancing configurability to end users promoting self-service vs. custom development. Serves as member of Technology Council providing leadership on technologist training and development; communications; and early-talent Technology Morningstar Development Program. Resolve personnel and project conflicts to ensure correct prioritization and timely delivery of software tools/projects. Provide product management and general oversight for inner source program. Own and support cross-product initiatives that span engineering teams to ensure alignment and reduce duplication of work.

Chicago, Il, Us

Managed the technology operations project portfolio and directly contribute to projects that encompass all aspects of technology operations. Project responsibilities included: global system deployments and migrations; ITSM and CMDB process and platform deployment of Technology Operations applications including: BMC Remedy, ControlM, Truesight10 and enhancements; continuous development and cloud automation; environment performance and event management; and process optimization. Managed HRIS application - Workday including planning, prioritizing, and implementing new functionality. Drove planning for ongoing extension and optimization of Workday. Troubleshot issues and acts as main point of contact for Workday, as well as serving as liaison between HR team and Workday. Collaborated with IT, finance, and other key stakeholders to ensure the Workday meeting the needs of end users.Worked directly with development and business teams across all products/platforms to analyze, evaluate and define business requirements for new product development, client implementations or feature enhancements to existing products. Responsible for creating and managing project timelines, defining deliverables, and ensuring deadlines are met.Understood, analyzed, and evaluated products and platforms and effectively complete process for discovering, gathering, and documenting detailed business specifications for projects as assigned. Effectively interacted with product management, client solutions, developers, QA, design, investment research and any internal customers when defining requirements and resolving issues. Serves as a resource to business team members in resolving issues related to assigned platforms/projects and document additional requirements as needed. Assistsed client teams in resolving client issues for assigned platforms and assist with special projects as needed.

Oversaw sales, technology, and operations projects for portfolio companies of private investment firm to drive business efficiency and growth. Assigned to develop and initially manage start-up senior home care organization Private Home Care Services, LLC. Authored detailed business plan including business processes, marketing plan, operations management and regulatory compliance with direct P&L responsibility. Served as General Manager for day-to-day operating activities. Conducted extensive market analysis and developed detailed pro forma. Researched, identified, and implemented CRM system. Marketing responsibilities included collateral creation, managing geo-targeted paid search digital media campaigns, in addition to traditional advertising campaigns to generate new client leads. Responsible for relationships with traditional and digital media vendors. Created company website, including preliminary research, site map, content creation, creative development. Recruited and managed sales staff and monitored new client inquiries to produce insightful analysis to support marketing decisions. Actively identified new growth opportunities and consumer targets through market intelligence and competitive analysis. Transitioned company to permanent management. Responsible for new digital marketing initiatives for portfolio companies. Managed relationships with external ad agencies for the development of new e-commerce website, including site launch on schedule under an aggressive time line. Worked with portfolio management team on the development of new consumer product and subsequent nationwide roll out of new product with national retailer. Assisted management team with evaluation of consumer product merchandising and branding in conjunction with external advertising agency. Managed the relocation of two business units including lease negotiations, technology upgrades, build out and personnel issues. Analyzed potential acquisitions and investment performance.

Chicago, Il, Us

Oversaw the national expansion of the digital advertising network from 446 buildings in December 2008 to 776 buildings by April 2009 across the top 15 media markets in the United States. Single point of contact between external building ownership/management, internal network operating center and field operations. Worked with network operating center to develop technically advanced system, allowing the tracking and management of hardware assets and the ability to actively troubleshoot customer facing network service outages via remote network systems monitoring. Responsible for ensuring smooth integration of advanced digital display network, including network connectivity according to SLA guidelines. Worked with network operating center, operations team and senior management in the development of elevator digital advertising network. Assisted national advertising sales team to coordinate property visits for national advertising accounts to showcase the digital advertising network.

Chicago, Il, Us

Responsible for implementation of digital advertising displays in Class A office buildings in the Western Region. In conjunction with the Property Services Manager - East Coast, oversaw the expansion of the digital advertising network from 39 buildings in February 2007 to 444 buildings in December 2007. Managed relationships with building owners and property managers throughout the installation process, while promoting ongoing positive client service experience. Served as project manager during the installation process coordinating efforts between internal network operating center, regional operations managers, and local field coordinators. Coordinated on-site event marketing with property management and internal event marketing team. Conducted property site surveys with management teams to identify ideal screen location placement to ensure maximum audience exposure. Determined the technical needs for non-traditional placement of cabling & wiring networks providing service to elevator & lobby digital advertising displays.

Directed Internet sales strategy inside an e-commerce retail organization. Focused on business management, e-commerce platform development and lead generation via digital marketing initiatives, including SEO and paid search campaigns. Participated in website merchandising, operations fulfillment, and light manufacturing. Managed customer service team in a high volume e-commerce retail environment.

Lisle, Illinois, Us

Consistently met or exceeded budget on a session by session basis, recognized as a 'top hitter' multiple sessions, recipient of the Presidents Award and recognized as the PRIDE of DeVry. Successfully mentored undergraduate & graduate admissions advisors who meet and exceed their new student recruitment budgets at the Oak Brook DVUC, Naperville DVUC, & Gurnee DVUC.

Lisle, Illinois, Us

Responsible for screening potential student applicants by phone, conducting admissions interviews, assisting in completion of necessary documentation prior to admission. Participated in DVUC Open Houses for the purpose of new student recruitment. Conducts personal interviews to qualify candidates and to explain academic programs. Advised admitted students in program selection, test counseling, registration.