Dan Schuck Email & Phone Number

Oversaw and aligned client project execution with strategic goals for efficient, high-quality delivery with cross-functional team of 90 consultants. Led operational transformations by introducing structured processes and tracking systems to improve task management and operational maturity. Implemented reporting tools in leadership meetings to enhance communication and support organizational maturation.-Launched targeted Data Management Services program, securing 80% of new client engagements by developing specialized team to meet growing demand for data management expertise.-Optimized consultant utilization by coordinating resources and managing finances, maintaining 90% average annual utilization rate to ensure budget adherence and profitability.

Led engagement and delivery of project integrations, implementing solutions with limited resources and $10M budget. Directed business improvement initiatives, aiding large-scale technology project execution and product launches leading team of 10. Built ad-hoc team of consultants to support client organization transformations.-Enabled Stagecoach Greens to mitigate $250k financial risk and recover 75% of pre-pandemic revenue in six weeks by implementing mandatory reservation system to adapt and meet pandemic-related government requirements.-Launched Advisor Credit Exchange platform within 12 months, 50% faster than industry standards, by leading product requirements definition, architecture design, and engineering using Agile methodologies.Improved delivery success metrics by 55% by restructuring and leading Cetera Financial’s PMO, following catastrophic project failures, and implementing improved collaborative project leadership model.-Generated strategic recommendation document within eight weeks, becoming a cornerstone of eMoney’s API Storefront initiative, guiding organizational API management strategy for over two years. -Established plan to launch ACE’s Mortgage Brokerage within 6-month timeline by restructuring technology delivery approach under extreme resource constraints, following key investor's withdrawal.

Calabasas

Consulted on vendor selection for portfolio management platforms, focusing on long-term financial sustainability and advisor satisfaction. Assessed and recommended enhancements for data management systems. Executed projects for Mergers & Acquisitions (M&A), Due Diligence Analysis, and Data Management Strategic Planning. Progressed into exclusive partnership with Norima Consulting to complete implementing recommended changes.-Mitigated $1.5M+ in potential financial and operational risks by leading rigorous vendor selection process for portfolio management platform, enhancing advisor retention by aligning with long-term strategic objectives

Greater San Diego Area

Redesigned Cash Management platform to enhance deposit, transfer, and withdrawal processing with $240M+ budget. Implemented SunGard-based Corporate Actions platform and created comprehensive frameworks for Digital Product Management to align product roadmaps with business goals. Established rolling planning process and managed strategic projects office. Coordinated key enterprise technology leadership initiatives and advanced frameworks with team of five.-Achieved 43% adoption rate among financial advisors within 8 weeks by establishing and piloting Vendor Affinity program, evenutally expanding into profitable initiative.-Reduced project cancellations and stops by 90% in one year, shifting strategic project planning from annual to quarterly cycle to align technology execution with business objectives.-Expanded strategic project portfolio by 200% by leading improvement initiative with 100 new hires to restructure technology transformation strategy.

Greater San Diego Area

Directed IT business operations with team of 20, optimizing OpEx and CapEx/Project budgets up to $235M. Redesigned IT Human Capital/Resource Management to enhance labor management and productivity. Led due diligence and strategic planning for M&A technology integration, providing strategic direction for enterprise architecture and product management practices.-Eliminated $2.5M in first year after establishing Vendor Management Office that consolidated vendor relationships and improved contract compliance.-Reduced $5M+ in annual labor cost by outsourcing IT practices to expand operational coverage and engineering output.

Lpl Financial

• Responsible for all Home Office Solutions engineering teams including Operations processing systems for trade processing, new accounts, and corporate actions processing, ETL processing of all batch data processing for system integration, Reporting platforms utilizing Business Objects and Microsoft SQL Reporting Services technologies, Imaging Systems and BPM/workflow technologies, and billing, commissions and financial management technologies. Microsoft SQL Reporting Services technologies, Imaging Systems and BPM/workflow technologies, and billing, commissions and financial management technologies. Responsible for all Home Office Solutions engineering teams including Operations processing systems for trade processing, new accounts, and corporate actions processing, ETL processing of all batch data processing for system integration, Reporting platforms utilizing Business Objects and Microsoft SQL Reporting Services technologies, Imaging Systems and BPM/workflow technologies, and billing, commissions and financial management technologies.

San Diego

Responsible for development and support teams for Advisory Platform , HQ Web Technologies and Integration Services. Performed role of Program Manager for large cross-division business projects such as Advisory WRAP product development and LPL’s preparation for institutional outsourcing

Greater San Diego Area

•Responsible for Enterprise Portfolio Accounting Platform (Portia) and related Advisory Platform systems development and maintenance.•Oversaw batch processing for performance generation, advisory fee billing and commissions, and performance statement processing.•Developed systems to convert the LPL Advisory Platforms from Pershing clearing platform to LPL’s self-clearing platform utilizing Thomson BETA technologies.

Greater San Diego Area

•In a leadership position for this technology integration and solutions provider, requirements of the job demanded self-direction and an ability to coordinate multiple projects. •Responsibilities included customer account/site management (customer liaison as well as project management for customers), management of IT support staff and developing and implementing infrastructure for customer support.•Provided TCP/IP network, UNIX and NT System Administration support for variety of clients. This required expertise in support of HP and Cisco network electronics, internet firewall servers, web servers, NT application servers, DNS servers, and e-mail servers.

San Diego