Deven Swim Email and Phone Number
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Deven is a strategic and innovative leader with a 20 year track record of delivering solutions for banking and wealth management companies. He has extensive experience in digital and business transformations, management consulting, and banking/wealth management company merger integrations.Currently, Deven is the Head of Wealth Management and Trust Technology at Silicon Valley Bank, overseeing all key client, advisor, and employee technology solutions for the ~$20 Billion AUM Wealth management business. Working with business executives, Deven is responsible for defining the technology strategy and leading the execution of strategic initiatives. Deven also led the effort to integrate Silicon Valley's Wealth Management technology as part of the Silicon Valley Bank acquisition of Boston Private.Prior to Silicon Valley Bank, Deven was the Head of Product Management at Boston Private managing a team of Product Managers and Business Analysts. In this role, Deven oversaw all key client and employee technology solutions and was responsible for technology product strategy and execution. During 10 years at Boston Private, Deven was appointed by executive leadership to take on several key roles including leading a Digital Transformation, helping to lead a four bank merger/integration, integrating an acquired Wealth Management company, and overseeing all key client facing and business technology products.Prior to Boston Private, Deven spent 11 years in the Financial Services Consulting Practice at PricewaterhouseCoopers LLC (PwC). His primary focus was managing large client engagements at major U.S., Foreign, and global banking institutions, and developing innovative solutions to various client business problems. Deven is passionate about driving change and has a proven track record of leading successful groups/teams. He holds an M.B.A from Boston University and a Bachelor of Science in Computer Information Systems from Bentley University.Key skills and experience:C - Level Partnership, CIO strategy creation, Digital Transformation, Business Transformation, Wealth Management, Private Banking, Commercial Banking, Retail Banking, Agile, Innovation, IT Service Delivery, Strategic Technology Direction, Talent Development, Governance, Program Management, Change Management, Legacy Modernization, Design Thinking, Journey Mapping,
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Director Of Technology And Special ProjectsChoate Investment Advisors Apr 2023 - PresentBoston, Massachusetts, Us
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Head Of Wealth And Trust TechnologySilicon Valley Bank Jan 2022 - Apr 2023Santa Clara, Ca, UsResponsibilities include overseeing all key client, advisor, and employee technology solutions for the ~$20 Billion AUM Wealth management business. Working with business executives, responsible for defining the technology strategy and execution of strategic initiatives by leading teams of cross-functional employees. -
Head Of Wealth Management Technology Integration (Boston Private / Silicon Valley Bank)Silicon Valley Bank Jul 2021 - Jun 2022Santa Clara, Ca, UsAppointed by Silicon Valley Bank (SVB) and Boston Private (BP) Executives to lead the integration teams responsible for merging the SVB and BP Wealth Management technology platforms. This effort included the advisor and employee platform, as well as the integration of the client experience and client technology platform.
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Svp, Head Of It Product Management/Technology SolutionsBoston Private Mar 2019 - Jan 2022Boston, Massachusetts, UsAs Head of IT Product Management Group responsible for owning and managing key technology products used by clients and employees. Oversee at team of ~20 technology product managers and business system analysts. Technology products include:-Wealth Products: Black Diamond, Genesis, Advent, MoneyGuide, -Digital banking: Q2 eBanking-Loan origination technology: nCino-Bank core products: Fiserv-Customer Relationship Management: Salesforce Financial Services Cloud. Defines technology product strategy and leads key initiatives, including the implementation of Black Diamond, Genesis, Q2 Digital Banking, Q2 Gro Digital Account Opening, Zelle, nCino, and Salesforce. -
Svp, Head Of Digital TransformationBoston Private Feb 2017 - Mar 2019Boston, Massachusetts, UsLed the Digital Transformation Office which is responsible for overhauling the legacy digital client experience, data environment, IT infrastructure.
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Director, Business Integration And Client AdvisoryBoston Private Sep 2015 - Feb 2017Boston, Massachusetts, Us-Lead a multi-business line customization and roll-out of Salesforce to support the sales process, client management activities, and business processes. -Helped manage the integration office responsible for integrating a $4.5 Billion Wealth Management company which Boston Private purchased in 2014.-As part of the Wealth Management role, assisted executive leadership with change management activities post-acquisition and was responsible for several Wealth Management client relationships.
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Senior Manager, Corporate Strategic InitiativesBoston Private Jan 2011 - Sep 2015Boston, Massachusetts, UsHelped lead and manage strategic initiatives mandated by the corporate holding company. These initiatives helped Boston Private achieve revenue and profitability goals. Played a key role in executing the merger/integration of four Boston Private Affiliate banks into one national banking enterprise. This included the integration of technology platforms, business processes, and business areas.
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Director, Financial Services Advisory/Consulting PracticePricewaterhousecoopers Llp May 1999 - Jan 2011GbDirector in PwC's Financial Services Advisory consulting practice. Primary focus was managing large client technology and regulatory engagements at major U.S., Foreign, and global banking institutions. Responsible for developing innovative solutions to various client business problems. Lead large teams in diverse locations in the U.S. and globally. Demonstrated a broad competence in business strategy, banking, wealth management, operations, technology, and regulatory/compliance.
Deven Swim Skills
Deven Swim Education Details
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Bentley UniversityComputer Science -
Questrom School Of Business, Boston UniversityM.B.A.
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St. John'S Prep, Danvers MaHigh School
Frequently Asked Questions about Deven Swim
What company does Deven Swim work for?
Deven Swim works for Choate Investment Advisors
What is Deven Swim's role at the current company?
Deven Swim's current role is Senior Leader in Banking, Wealth Management, and Technology.
What is Deven Swim's email address?
Deven Swim's email address is ds****@****ate.com
What is Deven Swim's direct phone number?
Deven Swim's direct phone number is +161791*****
What schools did Deven Swim attend?
Deven Swim attended Bentley University, Questrom School Of Business, Boston University, St. John's Prep, Danvers Ma.
What skills is Deven Swim known for?
Deven Swim has skills like Risk Management, Management Consulting, Program Management, Due Diligence, Business Process Improvement, Financial Modeling, Financial Services, Banking, Business Analysis, Strategy, Process Improvement, Project Management.
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