Greg Davis Email & Phone Number

San Francisco Bay Area

San Francisco, CA

Toniic’s vision is a global financial ecosystem creating positive social and environmental impact. Its mission is to empower impact investors. In 2010, the Toniic community was established by pioneers in impact investing. Today the community continues to grow globally, bringing together over 360 investors representing 27 countries. Toniic members are.

San Francisco Bay Area

• PointForward is an early stage startup specializing in business consulting to early stage companies going through periods of rapid growth and increasing complexity
• Selected, implemented and maintain this startup firm’s online systems including email, web presence, CRM, online collaboration, and file management
• Manage company operations, planning for future growth and technology infrastructure needs
• Project manager overseeing the firm’s software product development. Sourced and… Show more
• Project manager overseeing the firm’s software product development. Sourced and managed software development contractor in producing company product.
• Demonstrated ability to translate business needs into technical requirements

Livermore, CA

• Served as Program Manager for this software development company in successfully leading a $250K research and development project into a $10 million software development contract
• Managed and planned all aspects of program execution including managing a geographically diverse software development team of 10+ software developers
• Prepared and reported software development project budgets and KPI’s to upper management
• Successfully manage the company’s Livermore office operations… Show more
• Successfully manage the company’s Livermore office operations and facilities in coordination with company and building management
• Successfully managed and executed office relocation from Pleasanton to Livermore including all aspects of designing office infrastructure Show less

Santa Rosa, CA

• Managed and provided technical support to credit union’s web master
• Achieved Bill Pay vendor cost reduction through obtaining and evaluating competitive vendor proposals and negotiating with selected vendor saving the business $250,000 annually
• Evaluated company’s web site design including navigation, content, database connectivity, and vendor connectivity for future improvements and redesign. Conducted survey of competitor’s web sites for features provided.
• Evaluated company’s web site design including navigation, content, database connectivity, and vendor connectivity for future improvements and redesign. Conducted survey of competitor’s web sites for features provided.
• Managed vendor and company staff in integrating a new Business Internet Banking system for the company’s business banking clients
• Responsible for reviewing and tracking monthly vendor invoices and approving charges

San Francisco, CA

• Started with firm as sole IT support person to 65+ mobile accounts and partners, promoted to IT manager in 2002
• Analyzed and improved efficiencies in product production through judicious outsourcing and key equipment purchases resulting in cost savings and improved office productivity across all aspects of company operations
• Promoted to Operations Manager in 2004 managing 15+ IT support, HR and administrative staff personnel in 5 offices around the country
• Developed and… Show more
• Developed and directed all aspects of client data security procedures and policies to ensure the integrity of the business
• Produced, marketed and ran firm’s bi-annual national client educational conferences each attended by 300+ credit union executives held in cities across the country including San Francisco, Chicago, Dallas, Boston, and.