Dan Warburton Email & Phone Number

Concord, California, Us

As 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.

Westlake, Texas, Us

As 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.

Us

As 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.

New York, Ny, Us

As part of the E-Commerce department within Washington Mutual’s 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 properties—from 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.

New York, Ny, Us

Ba, Business

Mba, Management Science