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B-B, B-C, B-E Web product and project management professional. Corporate, Agency and Start-up experience. Financial Services and High Tech industry background.Specialties: Digital product management, mobile and tablet product development. Requirements analysis, process/workflow mapping and analysis, project planning and management, Web product management from conception to adoption and future release road-map development.With over 20 years of product and project management experience, I focused the last decade in the financial services industry. Prior to that, I managed the development and deployment of many complex, transaction-oriented Web sites for start-ups as well as Fortune 1000 companies. These experiences taught me the tremendous value of user-centered design and thus the importance of end-user feedback throughout the entire design and development process--from requirements validation to interface design and usability testing. I understand that the best designs must be technically feasible to be truly successful, however. Beginning my career in marketing at a start-up company in the application server market, then earning my project management spurs at Sun Microsystems and digital agency seasoning at iXL, I have a solid foundation in understanding the strengths and limitations of technology. Ultimately, delivering world-class client experiences that utilize elegant design and proven technology to meet business objectives is what I find most rewarding.And while some might say I am an overly proud father, I know all of three of my kids are fantastic! In addition to enjoying snow sports with my family, I've been known to run, cycle and hike frequently.
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Vice President, Gm Digital PlatformsAssetmark Aug 2011 - PresentConcord, California, UsAs the Vice President, Digital Product Strategy at AssetMark, one of the largest asset management firms serving independent financial advisors, I define and execute the multi-year product roadmap for the digital client experience of our financial advisor and investor users across all our digital properties. To ensure organization commitment, I build business cases and obtain funding from executive leadership for each initiative on the roadmap. Then directing the efforts of a cross-functional delivery team, I oversee the creation of user epics, user stories and determine the minimal viable product (MVP) feature sets for the launch of new digital solutions and the ongoing grooming of each product’s backlog so these solutions are continuously improved post-launch. Collaborating closely with the senior software architects and lead software engineers, I am accountable for the design of our iteration plans and the creation of development and testing tasks for several multi-million dollar web and mobile app initiatives. These products include an iPad App to support business development and marketing efforts of our clients and field sales force, a re-factored mobile-first investor portal, and a responsively designed digital advice solution (aka robo-advisor) for our financial advisor clients. Additionally, I launched a Web-based comprehensive portfolio performance analytics and insights solution as well as a business assessment and valuation tool for our financial advisor clients.
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Sr. Product ManagerCharles Schwab & Co., Inc. 2006 - 2011Westlake, Texas, UsAs a senior manager on Schwab’s practice management team, I oversaw various aspects of Schwab’s digital Business Consulting solutions and related marketing efforts. Responsibilities included defining, prioritizing and driving the development of new advisor offerings to help financial advisory firms run their businesses more efficiently and effectively. I was directly responsible for the delivery of Schwab’s industry-leading RIA Benchmarking study, including the design and development of the online survey as well as the customized report development and distribution. This effort included documenting functional requirements and related use cases, working with large external vendor teams to design and develop the Web site and custom reports, as well as collaborating with data scientists to synthesize and summarize key findings that helped internal teams understand how to interpret the reports and identify opportunities for our advisory firm clients. Additionally, my background as a business technologist enabled strong collaboration with teams across the Schwab organization, such as Information Technology, Sales & Marketing, and Service to clarify the key uses and limitations of digital technologies for all our internal and external stakeholders. -
Lead Project Manager - Corporate Internet GroupWorld Savings (Aquired By Wachovia Corporation) Nov 2004 - Oct 2006UsAs a member of the Corporate Internet Group at World Savings, I managed both tactical and strategic digital projects for the consumer-facing Web site. Projects included the dynamic display of database-driven savings rates, the launch of a newly designed home page, and the replacement of the entire underlying content management platform for the Web site. This initiative included a formal vendor selection process, coordination of consultants and weekly progress reports to executive management. -
Project ManagerWashington Mutual Bank Mar 2003 - Oct 2004New York, Ny, UsAs part of the E-Commerce department within Washington Mutuals Home Loans division, my team and I provided project management services for the channel product management and business analyst teams. Together we supported the entire life cycle associated with the various B-E, B-B, and B-C Web propertiesfrom project initiation, including ROI analysis and requirements gathering, use case formation and refinement, functional prototype development with the engineering team, communication and training materials creation and distribution, QA certification and UAT testing, to launch. -
Director, Commercial ProgramsCombio 2000 - 2000
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Sr. Account Director/Sr. Project ManagerIxl 1998 - 2000New York, Ny, Us
Dan Warburton Skills
Dan Warburton Education Details
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University Of California, RiversideBusiness -
University Of California, Riverside - A. Gary Anderson Graduate School Of ManagementManagement Science
Frequently Asked Questions about Dan Warburton
What company does Dan Warburton work for?
Dan Warburton works for Assetmark
What is Dan Warburton's role at the current company?
Dan Warburton's current role is Vice President, GM Digital Platforms.
What is Dan Warburton's email address?
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What is Dan Warburton's direct phone number?
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What schools did Dan Warburton attend?
Dan Warburton attended University Of California, Riverside, University Of California, Riverside - A. Gary Anderson Graduate School Of Management.
What skills is Dan Warburton known for?
Dan Warburton has skills like Product Management, Management, Vendor Management, Project Management, Sdlc, Agile Methodologies, Program Management, Business Analysis, Requirements Analysis, Strategy, E Commerce, Start Ups.
Who are Dan Warburton's colleagues?
Dan Warburton's colleagues are Chris Zorza, Robert Graham, Bethany Hatch, Usher Bandela, Kailee Taylor, Stephanie Avalos, Monet Tellier.
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