David Lucas Email & Phone Number

London, Uk, Gb

Working with the President of Metrikus Inc to help define and deliver the Company's North America strategic plan. Responsible for administrative management, supporting daily operations and working closely with sales and support functions to optimise processes, develop new policies, drive projects and manage operational risks

Boston, Ma, Us

Responsible for helping to define and deliver the Commercial Banking strategic plan including the execution of a significant transformation agenda. Leading Commercial Banking's Middle Office team, Corporate Development function, Business Management, Project Management Office and data/reporting functions. In addition responsibility for the Sales Performance Team.

Boston, Ma, Us

Responsible for driving key aspects of Santander's strategic plan working across businesses and functions to implement new and improved processes to build a stronger foundation. As a member of the Commercial Bank Executive Committee, working closely with The Head of Commercial and his leadership team to drive key initiatives.

Gogarburn, Gb

A member of the senior leadership team in high profile remediation project with direct responsibility for the Project Management Office, Risk, Quality Assurance and Finance Functions. In addition, tasked with building a key workstream to deliver fair outcomes to client complaints.• Built and delivered a robust project governance framework and ensured project fully compliant.• Built weekly reporting processes to facilitate Board and Executive Steering Committee Meetings including milestone reporting and planning.• Created the Decision Making Workstream, hired senior banking executives to chair committee meetings, onboarded and trained all chairs, committee members and minute takers. • Responsible for a staff of approximately fifty heads.

Mclean, Va, Us

Developed, built, and managed Capital One's Commercial Bank agenda. Worked closely with the President and Head of Strategy and Analysis to help lead and drive the Commercial Bank Strategy. Provided critical strategic thought and leadership surrounding areas of communications, project management, process controls and improvements and organizational effectiveness. Liaised with multiple businesses and partners and provided a critical link on behalf of the President. Managed an executive staff of 12 heads, including Associate Events, Communications, and Engagement staff. •Provided direct support for the President – managing his time efficiently, briefing him on meetings, developing presentation decks to ensure the President and his team were fully prepared, and deputizing when appropriate.•Acted as a conduit between President and his direct reports, including supporting the performance review process.•Worked with multiple business partners to ensure direct reports equipped to succeed including Finance, HR and Risk and Control. •Supported the process transformation agenda to ensure projects remained on track and front office needs were articulated and addressed.•Managed Associate Engagement Team. .•Partnered with Workplace Solutions to ensure a productive work environment, appropriate work space and facilities, and smooth execution of space moves. •Worked closely with Finance to ensure expenses managed effectively (making sure travel and entertainment policies were compliant with relevant regulations).•Managed the administration of Sports and Entertainment tickets to ensure assets allocated efficiently and all regulatory requirements met.

Gogarburn, Gb

As well as continuing as COO of International banking, led marketing and communications team, with responsibilities including managing team of eight marketing and communications professionals. Worked closely with business heads to develop and deliver external communication (PR) and marketing strategy and internal communication and engagement program. • Developed and delivered client events program consistent with objectives above. • Managed business within aggressive cost parameters.

Gogarburn, Gb

Managed a central executive team of six heads and responsible for business managers embedded in IB businesses. Developed, defined, and implemented business strategy within IB in order to facilitate and drive ongoing growth of origination franchise and revenue base. Provided business management support for IB Americas businesses on all administrative, people, financial, and technology planning issues.•Coordinated with Markets Americas team to deliver strategic plans and updates to Markets and International Banking executives locally and globally.•Identified and implemented with IB Americas business heads all changes in organization and business operating model required for businesses to achieve their objectives.•Recognized issues that needed to be addressed from information provided by external surveys; analyzed findings to identify actions to be taken to remedy any issues and to exploit any opportunities identified. •Worked with Marketing and Communications to develop marketing strategy to support strategic development of IB businesses, including developing annual business plans for conferences, advertising and marketing material, and hospitality planning. •Prepared budgets, (re)forecasts, work in progress, and other MI and business reports for businesses.•Ensured support and technology infrastructure was adequate to support businesses and future growth requirements.•Liaised with regulatory risk and compliance on any relevant issues.•Ensured business area conducted activity in accordance with all relevant external regulators and policies. •Ensured business unit operated in accordance with stipulated risk management policies and procedures, covering market risk, credit risk, and operational risk.•Chaired IB Americas Capital Allocation Committee and served as member of new business review forum.•Briefed CEO on client transactions where required (credit analysis) and reviewed and approved new client take on requests.

Gogarburn, Gb

Served as front office representative on all planning and integration committees. Provided significant input into client segmentation analysis. Oversaw production and execution of detailed integration plans for enlarged business, including people and client selection, location strategy, and governance model, with focus on risks and controls.•Front office integration achieved with minimal regretted leavers (bankers) and no client losses.•Negotiated and implemented a segmentation plan with Citizens (mid-corporate platform) and successfully managed ongoing client issues (policed “traffic accidents”)

Gogarburn, Gb

Performed a variety of relationship management roles including heading up the Bank's TMT coverage team in North America (2000-2005) and running a Structured Property Finance team in London (2005-2007).