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.

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.

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.

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..

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.

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.

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.
• 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.

San Diego