David Cheney Email & Phone Number

United States

-Serving as Enterprise Business Manager for a multi-billion dollar family enterprise consisting of an investment company, real estate company, a family office, and philanthropic operations.-Focused and aligned Enterprise Leadership on delivering both strategic and operational deliverables in a timely fashion, navigating through potential roadblocks, and increasing the lines of communication across all enterprise functions.-Managed several key initiatives including the development and implementation of family client reporting packages, nationwide search and coordination of efforts to identify independent board members, risk mitigation through operational documentation of processes and project plans related to trust restructuring and family office service catalogs.-Managed external consultants and advisors to facilitate the flawless execution of client directed goals and projects.

San Antonio, Texas Area

- Led a remote and on-site of professionals in the development and sustainment of Enterprise wide risk programs protecting USAA’s industry leading reputation and mitigation of risk to USAA’s Strategy, to include new product governance, risk metric development and monitoring, and Board of Directors reporting. - Developed and maintained USAA’s Enterprise Material Risk Inventory program, which provided assessment and aggregation of financial, operational, and strategic risks across USAA, improving operational effectiveness and providing senior management an effective view into USAA’s risk profile. - Managed oversight responsibilities and independent analysis of USAA’s $330M Corporate Development Portfolio to support new business opportunities and alternate sources of revenue. - Maintained USAA's Enterprise Risk Management Framework and designed and released two training programs related to USAA’s ERM program to all 35,000 employees and 7,000 contractors. - Implemented a new Enterprise Top Risk Process across 12 Lines of Business and Staff Agencies, providing an aggregate view of Top Risks to the USAA Board of Directors.-Established the first ever Risk and Governance framework to Member Operational Communications team which established key Governance Practices and Policies resulting in increased efficiencies and reduced Operational Risks.

Greater Salt Lake City Area

Risk Management

Greater Salt Lake City Area

Senior Vice President, Risk Management (2007 - 2017)Led global risk team responsible for thorough client analysis, risk management of trading and lending activity, and effective high profile relationship management. Authority to approve billion dollar transactions, final client ratings, trading limits, and ownership of most complex relationships. Oversaw all functions of the team including personnel development, recruiting, training, and escalation. Led in-person and virtual discussions with regulators to help educate them on our rating and risk management processes.• Selected as global committee chairperson due to trusted understanding of risk management, risk mitigation, and client management.• Saved $253M in capital charges as a result of improved risk management processes.• Chosen to lead establishment of new risk department in Salt Lake City given past experience and success developing teams.• 85% increase in analyst production from improved efficiencies and system developments.• Critical decision making and problem solving resulting in a 15% increase in certain business lines with trillion dollar asset managers.• Effectively managed and mentored analysts through vice presidents to help them achieve full career potential and multiple promotions.Associate, Operations (2001 - 2007)Led several operations teams responsible for improving processes and efficiencies, protecting the firm, and ensuring positive experiences for high net worth clients. Managed complex client issues through coordination of operations, sales, legal, compliance, and other global divisions.Associate, Investment Management (2000 - 2001)Conducted business development by seeking the acquisition and growth of client assets through external and internal relationship management. Executed flawless onboarding, investment management, securities trading, and ongoing client service.

Greater Salt Lake City Area

Responsible for business development and investment product selections and ensured appropriateness of investments based on objectives.• Promoted to Senior Financial Services Representative after one year.• Four time recipient of MVP award based on production, client retention, and accuracy.

Greater Salt Lake City Area

Consult with clients in top producing branch of Credit Union network. Consistently review, approve, and close secured and unsecured lines of credit for credit union members and prospects. Attract new business to the credit union through cross selling products and services.• Top producing part-time employee.• Recognized by management for cross selling credit union services and benefits.

Master Of Business Administration (Mba), International Business

Activities and Societies: Delta Mu Delta

B.S., Economics, Mathematics

Activities and Societies: Honor Roll, Presidents List, National Golden Key Honor Society