Derek Geisinger Email & Phone Number

Phoenix, Arizona, United States

Reporting to the SVP of Client Operations, responsible for working with partners across Edelman Financial Engines in support of developing and implementing our strategic objectives in support of the Wealth Planning and Workplace business. Also leads program management and execution of Operating Platform enhancements. This includes:• Supports the SVP of Client Operations in organizational oversight including development and tracking of KPIs, headcount/capacity planning, relationship lead for key external partner, and other key process improvement initiatives. • Acts as a consultant to the Client Operations leadership team, providing decision support and analysis for key business decisions. • Responsible for leading key initiatives such as M&A and Operating Platform enhancements working with stakeholders across the firm. • Responsible for preparing internal presentations for the CEO and Senior leadership team to influence organizational strategy.

Phoenix, Arizona, United States

Reporting to the SVP of Client Operations, leads a team responsible for working with partners across Edelman Financial Engines in support of developing and implementing our strategic objectives in support of the Wealth Planning and Workplace business. This includes:• Supports the SVP of Client Operations in oversight of the organization. This includes leading execution for a recent organizational change, developing a process for capacity planning for the organization, and partnering with stakeholders to assess cross functional improvement opportunities. • Acts as a consultant to the Client Operations leadership team, providing decision support and analysis for key business decisions. • Responsible for developing organizational KPIs and ensuring there is a mechanism for discussing performance and opportunities across the Operations team and with key stakeholders. • Responsible for leading key initiatives such as M&A and Operating Platform strategy working with stakeholders across the firm. • Responsible for preparing internal presentations for the CEO and his directs to influence company strategy.

• Develop and implement a strategic roadmap for a Supply Chain Strategy, Project Management, Customer Experience, and Operations organization leading a team of over 35 colleagues. • Responsible for identifying process opportunities and aligning top priorities, then working with internal technology, compliance, and servicing teams to design and implement solutions. • Global relationship owner for 15+ external partners / vendors as well as responsible for partnering and influencing across the enterprise to drive results including Sr. Leaders in Brand, Marketing, Product Owners, Technology, Compliance, Legal, and Servicing.• Responsible for ensuring that over 20mm cards are issued annually to Card Members in the US, Canada, Mexico, and Argentina within the Amex governance model in a heavily regulated environment while managing an operating budget of over $300mm. • Responsible for leading major projects simultaneously including major New Product launches, Capability Enhancements, and Key Card Member Communications.• Developed business cases to reduce operating expense by over $15mm and created a business case for footprint changes that could be done in parallel creating several efficiencies. • 2020 Ed Gilligan Award for Innovation winner for contributions to R&D and business strategy for the first Ocean card launched into market.

• Provide comprehensive financial support for a Manufacturing and Automation group with an annual controllable budget of over $500MM. This includes providing annual and multiyear business plans, rolling forecasts, proforma analysis, and investment prioritization reviews.• Lead for decision support consulting and analytics across the organization. This includes consulting on key investment and business strategies as well as leading multiple contract negotiations resulting in over $15MM in savings annually as well as recommendations resulting in $1MM in annual saves by optimizing manufacturing supply chain.• Utilized SQL skillset to query big data and utilized to drive insightful analysis and drive business strategy changes.• 2015 Finance Visionary Winner for identifying two opportunities with combined expense reductions of $4mm annually – OPEN Bundling and U.S. Portfolio Allocation/Inventory Ordering Strategy.

Phoenix Arizona

• Provided comprehensive financial support for a large Manufacturing and system Capabilities group. • Focus on decision support and investment prioritization for two business units to ensure that the right financial decisions are being made to save the company money.• Responsible for decision support, budgeting, forecasting, planning, and value added analysis for various projects across World Service Finance.• Completed and presented analysis and recommendations to Sr. Leaders resulting in savings of over $10MM annually including recommendations for allocating Canada volumes to postage carriers based on regional pricing model.

• Project coordinator for the merger between US Airways and American Airlines revenue management departments while still performing regular Pricing Analyst duties• Responsible for driving progress on over 70 tasks related to integrating US Airways Cargo revenue management and American Airlines Cargo revenue management• Responsible for working with different teams to compile analysis to help drive critical decisions

Tempe Az

• Completed RFP process including contract negotiation with US Airways 5 largest cargo customers and developed revenue maximization strategies through quantitative analysis that resulted in over $100,000 of incremental revenue each month. • Collaborated with global sales managers and Sr. Leadership weekly to ensure that pricing was competitive in an ever-changing market.• Forecasted cargo demand by market segment and optimized space allocations for each market across the entire flight network.• Created and completed monthly revenue reports using Access and Oracle databases to provide analysis and assist in decision making for West/Central markets.

• Analyzed and managed daily and real time workload requirements for reservations center call volume and handled time trends for over 500 employees• Interviewed over 25 candidates to assist with the insourcing of call center agents• Provided 3 supervisors with weekly analysis of the performance of over 90 agents

Phoenix Arizona

• Met sales goals of over $100,000 every month through outbound calling• Recruited over 30 new students and assisted them in entire enrollment process• Awarded advisor of the session – Spring 2011

Master Of Business Administration (Mba), Finance, General

Bachelor Of Science, Business Administration, Management

Activities and Societies: Baseball Team