Dillon Bond Email & Phone Number

United States

-Spearheaded the full life cycle of a Security Master Implementation project for a top 5 Wealth Manager including initial concept development, detailed business requirements, strategic planning, and execution.-Delivered tailored solutions to address specific challenges and goals, contributing to significant improvements in client satisfaction and business outcomes including cost savings, overall increase in operational efficiency, and competitive positioning for 3 of the top 5 Wealth Managers in the US.-Coordinated and managed cross functional teams and workflows on multiple client projects with a headcount ranging from 4-8 team members.-Experienced in Large Vendor Selection endeavors covering, RFP construction, Use Case Scripts, Vendor Coaching, and Vendor Scoring-Advised clients on the selection and implementation of wealth advisor tools, such as Moneyguide, to enhance their financial planning and advisory capabilities.-Developed Customized asset type workflows for wealth management clients to optimize their operational resources -Extensive Experience in servicing and cultivating lasting relationships among Institutional and Private Wealth Management Clients from the Ops side to the Business.

Salt Lake City, Utah

- Managed and executed private wealth associates and senior management orders related to fund launchings valuing up to 500 million, product classifications, pricing requests, product mandates, fee schedules, navigation of the firms UI and detailed communications of nuanced processes for institutional and commercial clients -Responsible for coordination and running of Global Monthly Department meetings discussing team performance, goals, performance data and strategy, as well as risk assessments for the upcoming monthContextualized and assessed the Product and Pricing teams’ performance by utilizing data collection tools to identify issues then presenting data driven solutions of these issues to managing directors across multiple departments-Led project initiatives and leveraged Business Intelligence tools (Alteryx,Signavio,Kibana) to automate and streamline workflow tasks -As a subject matter expert, I consulted process improvements and recommended projects to automate complex high risk market operations

Salt Lake City, Utah

- Researched local voter demographics, social characteristics, and policy implementation for use in campaign messaging and website material- Implemented targeted marketing strategies concerning diversity outreach- Created Social Media content on a weekly basis for our general and diversity pages.- Monitored and improved Diversity engagement on Social media

Washington D.C. Metro Area

Voto Latino Washington, D.C Hinckley Institute of Politics, Internship January 2016-May 2016 •Drafted and edited CEO and VP’s talking points regarding 2016 issues including; economic policy, immigration, education, voting rights, and reproductive rights airing on MSNBC.•Researched and analyzed dense information on voter demographics, policy implementation, and the effects these policies have on voter turnout.•Examined insurance contracts, proposals, grant contracts, and budget allocation•Completed monthly financial procedures such as account reconciliations, invoice processing, and expense reports•Worked with Executive Assistant on CEO’s scheduling and bookkeeping•Assisted on Social media engagement campaigns on a daily basis.

Greater Salt Lake City Area

Comcast Spotlight Salt Lake City, UTMountain West Division Sports Marketing Internship, June, 2015-December, 2015 •Accomplished Corporate customers Ad space orders on a daily and timely basis•Evaluated existing and created new Sports Ad space packages for ESPN, NFLN, MLBN, and NCAA•Worked with Marketing director planning and completing corporate events•Projected potential earnings and earning pace for each Account Executive.

Greater Salt Lake City Area

Church & State Salt Lake City,UTBusiness Development/ Human Resources Internship January 2015 - December 2015• Aided organization in receiving 501 C-3 Status• Assisted Legal Counsel reviewing government and corporate grants• Managed intern schedules and duties

Greater Salt Lake City Area

- Conducted face to face interactions with branch members- Actively informed branch members about our products and services - Sold products and services tailored to specific branch members needs- Performed daily customer service calls

Greater Salt Lake City Area

- Managed individual patient accounts concerning their specific orders- Conducted customer service calls on a daily basis- Informed and sold products on a daily basis- Coordinated with other pharmacies to fulfill patient orders in a timely manner