Danny Smith

Danny Smith Email and Phone Number

Product Owner @ UBS Wealth Management || Leader with a passion for strategic transformation & scaling businesses through solving complex problems & streamlining operations @ UBS
Weehawken, New Jersey, United States
Danny Smith's Location
New York City Metropolitan Area, United States, United States
Danny Smith's Contact Details

Danny Smith personal email

n/a

Danny Smith phone numbers

About Danny Smith

Forward-thinking executive with 15 years’ experience in wealth management and financial services, leading high-performing organizations through effective strategy execution. Proficiency in implementing key initiatives to scale with a startup-like mentality, and diligence to succeed in highly-regulated environments. Recognized as an influential group leader and subject matter expert with a proven ability to develop effective market strategies, put ideas into practice, and optimize resources for maximum support in leading business and product transformation.Cross-Functional Leadership | C-Level Presentations | Management Consulting | Key Stakeholder Partnerships Transformational Change | Mergers & Integrations | Growth Strategies | Process Reengineering | Tech Optimization | Workplace Offerings | B2B Sales & Servicing | B2C Education & Engagement | Client Acquisition | Participant Experience | Data-Driven Insights | Financial Modeling | Resource Allocation | Compensation Plans | Performance Management

Danny Smith's Current Company Details
UBS

Ubs

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Product Owner @ UBS Wealth Management || Leader with a passion for strategic transformation & scaling businesses through solving complex problems & streamlining operations
Weehawken, New Jersey, United States
Website:
ubs.com
Employees:
118049
Danny Smith Work Experience Details
  • Ubs
    Ubs
    Weehawken, New Jersey, United States
    View
  • Ubs
    Product Owner
    Ubs Nov 2024 - Present
    Zurich, Ch
    Driving the transformation of B2B & B2C workplace platforms for corporate clients of UBS, and evolution of the participant experience across equity and retirement plans.
    View
  • Morgan Stanley
    Product Strategy Lead, Deferred Compensation
    Morgan Stanley Sep 2022 - Dec 2023
    New York, Ny, Us
    Responsible for the target operating model evolution for the most recent vertical within MS at Work suite of offerings in the Wealth Management arm, optimizing the acquisition of a nonqualified deferred compensation plan administrator.
    View
  • E*Trade From Morgan Stanley
    Bu Chief Operating Officer, Stock Plan Executive Services
    E*Trade From Morgan Stanley Feb 2020 - Sep 2022
    Us
    Key leader of organization responsible for white-glove stock plan servicing, 10b5-1 plan management, and trading executions for C-suite level employees across 2K+ companies who leverage MS for stock plan administration.
    View
  • Morgan Stanley
    Bu Chief Operating Officer, Retirement Solutions
    Morgan Stanley Feb 2019 - Feb 2020
    New York, Ny, Us
    Strategy and business management for MSWM's defined contribution consulting, broker-of-record, and held-long retirement plan businesses. Drive strategic execution through cross-functional partnership as part of the Corporate & Institutional Solutions organization.
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  • Morgan Stanley
    Senior Consultant, Wealth Management Strategy & Pricing
    Morgan Stanley Aug 2016 - Feb 2019
    New York, Ny, Us
    Identify and analyze critical business issues, shape the strategic agenda for the firm, and develop practical plans to capture growth opportunities across client segments, markets, products and regions.
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  • Morgan Stanley
    Program Manager, Business & Practice Management
    Morgan Stanley Jun 2012 - Aug 2016
    New York, Ny, Us
    Structure and implement incentive compensation and bonus policies for the 16,000+ Financial Advisors, trainees and support staff employees across Morgan Stanley Wealth Management. Lead Advisor recruiting and trainee program analytics.
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  • Pinebridge Investments
    Systems Analyst
    Pinebridge Investments Sep 2010 - Feb 2012
    New York, Us
    Part of a small consultant team that implemented a worldwide, multi-asset class front office trading system for client PineBridge Investments.
    View

Danny Smith Skills

Content Management Advertising Public Relations Web Design Finance Forecasting Sales Financial Analysis Financial Modeling Record Labels Equities Hedge Funds Corporate Finance Valuation Financial Reporting Banking Bloomberg Accounting Investments Fixed Income Risk Management Portfolio Management Derivatives Middle Office Interest Rate Derivatives Trading Settlement Credit Structured Finance Capital Markets Foreign Exchange Investment Banking Securitization Credit Derivatives Powerpoint Leadership Training Research Management Securities Social Media Competitive Analysis Microsoft Excel Analysis Microsoft Office Marketing Visio Business Strategy Recruiting Due Diligence

Danny Smith Education Details

  • Columbia University
    Columbia University
    Psychology
  • Boston Latin School
    Boston Latin School

Frequently Asked Questions about Danny Smith

What company does Danny Smith work for?

Danny Smith works for Ubs

What is Danny Smith's role at the current company?

Danny Smith's current role is Product Owner @ UBS Wealth Management || Leader with a passion for strategic transformation & scaling businesses through solving complex problems & streamlining operations.

What is Danny Smith's email address?

Danny Smith's email address is da****@****ade.com

What is Danny Smith's direct phone number?

Danny Smith's direct phone number is +151676*****

What schools did Danny Smith attend?

Danny Smith attended Columbia University, Boston Latin School.

What skills is Danny Smith known for?

Danny Smith has skills like Content Management, Advertising, Public Relations, Web Design, Finance, Forecasting, Sales, Financial Analysis, Financial Modeling, Record Labels, Equities, Hedge Funds.

Who are Danny Smith's colleagues?

Danny Smith's colleagues are Alexandre Moulin, User Undefined, Karen Mitidiero, Karelle Scherler, Raphaël Walpen, Rahul Jain, Serge Affognon.

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