David Bailey Email and Phone Number
Product Development and Management Executive | Program Management | Agile Leader | Managing Multimillion-Dollar Portfolios and Accelerating Growth at
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USAA
David Bailey's Location
Greater Chicago Area, United States, United States
David Bailey's Contact Details
David Bailey work email
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David Bailey phone numbers
About David Bailey
I offer an extensive background driving the development of key products and solutions within the financial services sector. I identify customer requirements and translate information into relevant solutions, meeting the needs of end-users. I offer a background of driving transformational efforts that influence organizational change. I leverage a customer-focused approach, delivering products that exceed the needs of targeted customer base and lead key product initiative, critical to achieving market competitiveness. I devise product strategies and roadmaps, critical to advancing capabilities. I manage teams with 40+ employees and budgets to $35M.Specialties:Product Management | Customer Focus | Project Management | Program Management | Product Development | Stakeholder Engagement | Product Strategy | AML | Revenue Growth | Product Delivery | Agile
David Bailey's Current Company Details
Usaa
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Product Development and Management Executive | Program Management | Agile Leader | Managing Multimillion-Dollar Portfolios and Accelerating Growth
David Bailey Work Experience Details
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Director - Aml It Enterprise Risk And Compliance Portfolio Strategy/ Agile ExecutionUsaa Feb 2023 - PresentSan Antonio, Texas, Us
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It Strategy Program Lead - Aml ModernizationUsaa Apr 2022 - Mar 2023San Antonio, Texas, UsServing as Strategic Program Lead for the Information Technology Anti Money Laundering portfolio.
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Director - Enterprise Aml Agile Product ManagementUsaa Dec 2020 - Jun 2022San Antonio, Texas, UsEnterprise AML Compliance Director and Agile Program Lead for KYC, Transaction Monitoring, Data and Analytics and FIU business teams. Oversees the Development Product Owner and Development Product Management teams that support Enterprise AML development activities.
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Lead Product Manager Agile - Aml Transaction Monitoring, Fiu And KycUsaa Aug 2019 - Dec 2020San Antonio, Texas, UsServing as lead product manager for the Transaction Monitoring and FIU groups under Enterprise AML. Responsible for the ongoing business prioritization and implementation of technology capabilities for the group leveraging the SAFe agile framework. Provides leadership to the Development Product Owner team that builds business requirements in concert with the transaction monitoring, modeling, FIU, KYC and first line business teams.
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Managing PartnerBailey And Brill Llc Sep 2000 - PresentReal Estate acquisition and development in the Chicago area.
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Product Consultant - Risk Management And Control - UsBmo Harris Bank Jun 2019 - Aug 2019Chicago, Illinois, UsProvided consulting support for a product focused regulatory exam in the U.S. Personal and Business Banking group. -
Director, Enterprise Aml Product Strategy And PmoBmo Financial Group Jan 2017 - Dec 2018Toronto, On, Ca• Led PMO team for project delivery activities in collaboration with Technology Development Team; drove sequencing, prioritization, and alignment to strategic roadmaps. • Directed Customer Watch List Transformation initiatives for enterprise, supporting design, oversight, and project leadership of external hosted solution. -
Senior Aml Business And Technology LeadBmo Financial Group Apr 2014 - Dec 2016Toronto, On, Ca• Acted in dual role as Technology and Business Lead to support implementation and conversion activities for enterprise level Master Data Management (MDM) initiative supporting key AML project surrounding KYC and Customer Risk Scoring. • Drove single customer data solution requiring coordination across all business units and multiple technology delivery teams; managed AML activities and recommended merging efforts across company, achieving significant cost savings. • Oversaw vendor selection process for new customer screening tool to support enhanced screening accuracy and improved efficiency via reduction of alert volumes and staff reductions. • Provided advisory on long-term technology coherence and identified synergies across AML platforms.
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Advisory MemberTrillium Solutions Group Feb 2014 - Dec 2016• Advised on various IT projects and provided insight on specific project activities as needed. Delivered guidance to organization and shared IT expertise to support consulting and project augmentation initiatives.
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Interim Director - Consumer Banking Operations Deposit ProductsDiscover Financial Services Jul 2012 - May 2013Riverwoods, Il, Us• Oversaw team in delivery of new online checking product for company, filling gap within product portfolio; executed internal and vendor infrastructure projects supporting new product development. • Managed Fiserv vendor relationship, providing hosted banking solution for company to continue ongoing delivery and ensuring all performance standards are attained. -
Svp, Director Of Enterprise Product ManagementNorthern Trust Corporation 2010 - 2012Chicago, Illinois, Us• Delivered multimillion-dollar savings through creation of cross-platform consolidation architecture and retention strategy for enterprise content management; navigated challenges in deploying platform strategy, driving collaboration between business and technology stakeholders. • Developed new cross-organizational governance model, including formal PMO organization to support major enterprise portfolio activities. • Created business minded PMO organization from ground up. • Spearheaded single customer relationship data architecture and infrastructure as well and business intelligence framework for next generation reporting capability and AML integration.• Oversaw account origination platform utilized in new account openings within trust and custody platform and alignment to KYC standards. -
Svp, Director Of Personal Financial Services ProductNorthern Trust Corporation 2007 - 2010Chicago, Illinois, Us• Developed new customer data strategy for organization, engaging multiple stakeholders to create buy-in and secure project funding; built business and facilitated presentation to gain approval on $50M+ investment. • Redesigned web portal for personal clients, supporting multiple functions across investment, deposit loan, and held away assets.
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Svp, Wealth Management Group - Director Of TechnologyNorthern Trust Corporation 2003 - 2007Chicago, Illinois, UsHeaded business unit technology strategy and delivery of consulting services to individuals and family offices served by wealth management group. Directed consulting team that provided complex financial reporting and integration solutions to over 300 significant families typically serviced through family office infrastructure. Handled market analysis, strategy, and aspects of product management and development functions required to deliver new platform. Led client interview process to develop capabilities matrix and requirements. Developed business plan presented to executive leadership. Obtained capital/resource commitment and completed development of market-leading capability over two-and-a-half-year timeframe, leveraging internal and external advisory boards as well as experts in strategic technologies
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Svp, Solutions Strategist - National ServicesNorthern Trust Corporation 2001 - 2003Chicago, Illinois, UsJoined new product and strategy organization for personal financial services business unit with primary responsibility for development of product and services vision and blueprint for business unit. Focused on personal trust and wealth management businesses with specific focus on wealth strategy, trust and investment reporting, global capabilities, client portals, internal intranet, and non-custody asset monitoring and reporting. Developed high-level blueprints for business unit that aligned strategy, technology, business needs, and operational support model. Oversaw development of detailed tactical execution models that included client onboarding, global asset support, and intranet content management. Led development of prototype of next-generation servicing desktop.
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Svp, Division Head - Master Custody And Technology ServicesNorthern Trust Corporation 1996 - 2001Chicago, Illinois, UsOversaw wealth management master custody division comprised of 25 client servicing professionals, three technology services consultants, and four risk and performance services consultants. Handled day-to-day operations of division that included delivery of complex products and services to 120 significant families with over $24B in total assets and revenues exceeding $25M. Provided support to new business team representing technical and operational aspects of product services and delivery. Built and staffed six-person technology consulting division that provided support to clients and internal staff for custom financial reporting and systems integration needs.
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Senior Relationship Manager - Team LeaderNorthern Trust Corporation 1993 - 1996Chicago, Illinois, UsManaged team of client servicing professionals responsible for 35 relationships with over $5B in assets and recurring revenues of over $7M. Assumed responsibility for providing technical support to new business development team that contributed to expansion of overall group to 130 family relationships with assets of nearly $23M and $31M in recurring revenue. Supported migration of legacy online client reporting system to newly designed client server application.
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Relationship ManagerNorthern Trust Corporation 1989 - 1993Chicago, Illinois, UsServed as lead relationship manager in new wealth management business targeted to individuals and families with individual net worth in excess of $100M. Managed 12 significant families with $1,7B in total assets and recurring revenues of $2M. Cross-sold services to assigned clients, increasing assets by $450M and generating additional recurring revenues of $500K. Participated in new business acquisition efforts that contributed to expansion of business from 32 relationships to 90, growing assets to over $11.5B and revenues in excess of $15M. Designed and developed new reporting product capabilities for families and family offices, providing improved transparency to family financials.
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Personal Trust And Custody - Trust OfficerNorthern Trust Corporation 1980 - 1989Chicago, Illinois, UsDelivered trust and custody solutions to over 300 clients, representing individuals, foundations, and investment advisory firms. Developed client-servicing best practice model for division enhancing overall client servicing experience and efficiency. Improved capital structures, cash management, trading, reporting, and inquiry resolution process to advance overall standard of service to clients. Oversaw development of first internal desktop application in concert with IT partners to facilitate access to core servicing information on mainframe.
David Bailey Skills
Vendor Management
Strategy
It Strategy
Financial Services
Business Strategy
Crm
Product Management
Management
Team Leadership
Portfolio Management
Leadership
Consulting
Program Management
Management Consulting
Change Management
Customer Service
Banking
Business Analysis
Product Innovation
Business Process Improvement
Enterprise Software
Process Improvement
Executive Management
Cross Functional Team Leadership
Mergers And Acquisitions
Business Intelligence
Project Management
Risk Management
Business Planning
Investments
New Business Development
Mutual Funds
Innovation
Governance
Enterprise Architecture
Product Development
Financial Risk
Investment Advisory
Integration
Corporate Governance
Sdlc
Wealth Management
Software Project Management
Project Portfolio Management
Outsourcing
Budgets
Securities
Customer Relations
Hedge Funds
Asset Allocation
David Bailey Education Details
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University Of Illinois At Chicago
Frequently Asked Questions about David Bailey
What company does David Bailey work for?
David Bailey works for Usaa
What is David Bailey's role at the current company?
David Bailey's current role is Product Development and Management Executive | Program Management | Agile Leader | Managing Multimillion-Dollar Portfolios and Accelerating Growth.
What is David Bailey's email address?
David Bailey's email address is da****@****ail.com
What is David Bailey's direct phone number?
David Bailey's direct phone number is +184720*****
What schools did David Bailey attend?
David Bailey attended University Of Illinois At Chicago.
What skills is David Bailey known for?
David Bailey has skills like Vendor Management, Strategy, It Strategy, Financial Services, Business Strategy, Crm, Product Management, Management, Team Leadership, Portfolio Management, Leadership, Consulting.
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