Daniel Whelan Email & Phone Number

Newark, Nj, Us

Responsible for all aspects of systems and technology oversight and implementation including strategy, architecture, software development, production support, quality assurance, and vendor management.

Newark, Nj, Us

Charlotte, Nc, Us

• Responsible for CRM / Salesforce.com platform & strategy across all BoA businesses• Established & Implemented common Salesforce strategy• Practiced SAFe Agile (Scaled Agile Framework)• Reorganized 4 disparate Salesforce development teams across multiple regions into a cohesive team• Successfully re-negotiated 5 Year Saleforce.com contract for all of BoA

New York, Ny, Us

Leading business technology across Distribution, Finance & Alternative Assets functions.• Distribution – Digital Marketing, Client Service, Client Coverage (CRM, Sales MIS & Sales Tools)• Finance – Finance Operations, Financial MIS, Financial Planning & Analysis• Alternatives Assets – Private EquityPartnering & building relationships with key business sponsors in each of these areas, defined their business capabilities, created technology strategies & roadmaps to address gaps and re-structured technology teams into Agile Product teams aligned & focused on delivering the roadmap.Improved delivery by ensuring teams understood business context, had access to business experts and worked collaboratively in a DevOps manner for both requirements gathering and interactive white-boarding sessions. Drove architecture & design of solutions within each of the Agile Teams, and planned out sprints & releases.Established various governance checkpoints, agile ceremonies & interaction with business to ensure progress, and consistent alignment between technology and business, ultimately leading to successful implementations.Highlights• Integration of Seismic Content Management with Digital Website & Salesforce – providing latest approved content to internal & external consumers.• Eloqua (Campaign Management) Integration with NB.com Website & Salesforce.com – ensuring tailored experiences and capturing sales opportunities / interests.• Designed & developed an Industry Leading Private Equity Reporting solution for High Net Worth Clients• Converted from Siebel to Salesforce.com for the High Net Worth business.• Data Visualization Dashboards with Tableau, showing Sales Management Information• Private Equity Data Platform – Automating & standardizing collation of PE data from multiple Fund Administrators for monthly reporting• Rolled out Wealth Management Platform pilot allowing key stakeholders to evaluate next-gen HNW Reporting

Responsible for Strategy, Program Execution & Production Support for JPMorgan Funds Management.Reported to the CTO and lead a technology team of 70 that supporting the Funds Management business. Specifically, Sales & Marketing, Client Service, Broker/Dealer Services, Funds Administration and Finance areas.Drove the technology agenda for all Business Technology application. Led and managed multiple teams (New York, Columbus - OH & Glasgow, UK), and vendors in the day-to-day support of existing systems, the technology strategy and the execution of programs & projects to attain future business capabilities.• Drove Marketing Automation integration between Aprimo & SalesPage CRM system which provided automated campaigns and• Directed Content Management program – Leveraging Documentum, providing Compliance Workflow, Slide Manager & Dynamic Content Generation.• Innovated with Digital Foundry the JPMorgan Advisor App allowing Advisors to plan, prepare & present JPMorgan Thought Leadership in a consistent and compelling way.• Lead Mobile team in developing Mobile Insights by JPMorgan – iPad App showcasing JPMorgan’s Insights & flagship sales aid, Guide to the Market.• Lead Enterprise Architecture Initiative with IBM on JPMorgan Funds Management• Deployment of new 529 Plan Website – New York State’s Advisor Guided Plan.• Conference Mobile App – iPad App for Events team for Conference attendees, detailing Agenda & access to Materials.• Rolled out JPMFunds Mod-Site Capability - modular web based framework to allow for dynamic custom sites. • Launched Digital Insights on JPMorganFunds.com – web based alignment with Insights Mobile App.• Designed & drove creation of new platform for Master Data Management of Fund Product – TFR.• Promoted & drove adoptions of Workflow tool (PEGA) to standardize key processes – i.e. Fair Valuation.

Bachelor Of Science (Bsc), Computer Software Engineering

Education record