Todd Neese Email & Phone Number

Westwood, Ks, Us

• Responsible for defining business requirements for data integration, data analytics, business intelligence, knowledge-sharing, dashboarding and reporting. • Lead all areas of analytics, using advanced data modeling for descriptive, predictive, and prescriptive analytics to produce insights and identify actionable strategic opportunities that support operational excellence. • Work closely with organizational leaders to implement high-quality, data driven decision capabilities and process improvement initiatives in alignment with Midwest Transplant Network’s strategic objectives.

New York City, Us

Planned and conducted industry surveys, webinars, and roundtables, coordinated with vendors to stay current on the latest industry trends, and planned and executed three industry conferences per year for 120 asset management and vendor partner attendees as part of a conference delivery team of 20.• Facilitated 4 Breakout Discussion Sessions per conference focused on Competitive and Market Data Integration and Sales and Marketing Enablement with 30 Sales, Marketing, Analytics, and Technology Leaders at each session and delivered great attendee satisfaction with 85% reporting they found their sessions to be Extremely or Very Valuable and the remaining 15% reporting they were Somewhat Valuable.

Denver, Colorado, Us

Managed up to 7 direct and 40 indirect reports across multiple global locations and a budget of over $7M. Directed Distribution Enablement and Advanced Analytics, Sales Reporting and Outcomes Analyses, Competitive Market Intelligence and Targeted Takeover Opportunities, CRM Training and Support, and Monthly Book of Record Reconciliation, Calculation, and Closing.• Increased Net Flows 166%, decreased Redemptions 41%, and increased client engagement 77% for a targeted cohort of 500 Advisors who demonstrated probable interest in a JHI product based on their behavior – one example of many in the Retail space which proved that coordinated activities (targeted takeover opportunities and sales suggestions – Interesting Moments) across Sales, Marketing, Product, Investments, and Business Intelligence drove sustained positive impact on business results.• Drove targeted takeover, product promotion and defense opportunities, and market insight through optimized $5M run-rate global budget supporting 60 competitive market intelligence data sources in a coordinated effort with Procurement, Finance, Business Management, Distribution, IT, and Business Intelligence and managed the footprint that provided the best competitive information coverage for key markets globally.• Drove 30% year over year improvement in user experience of and proficiency with Sales Enablement technologies (CRM, client interactions and scheduling, and task list management) through multi-media global training and support (standardized on-boarding, enhancement, enrichment, coaching, and regular Listening Sessions with small groups) and coordinated monthly change book of work with IT and business stakeholders to deliver system improvements.• Enabled 5% annualized organic growth rate and 25% increased average opportunity amount for Global Focus Products through dashboards connecting product, assets and flows, opportunities, and interactions; and facilitated 5% greater Sales and Investments collaboration.

Denver, Colorado, Us

Managed up to four direct and 15 indirect reports and a budget of over $6M. Directed Targeted Takeover Opportunities, Outcomes Analyses, Competitive Intelligence, and Data Provisioning.• Improved Purchases, Redemptions, and Net Sales by double-digit and in some instances, triple-digit percentages for targeted client cohorts through targeted takeover opportunities and sales suggestions – Interesting Moments, and proved that coordinated activities across Sales, Marketing, Product, Investments, and Business Intelligence resulted in highest positive impact• Demonstrated that Advisor clients participating in our Portfolio Construction Strategy services were twice as likely to make a purchase, were 30x more likely to purchase over $1M, generated over 30% higher increase in gross sales, and more than doubled net sales growth as compared to advisors who did not participate in these services• Identified optimum client characteristics leading to best results from our Knowledge Labs, Extraordinary Teams program – top tier clients from focus firms who have discretion in their purchasing processes and whom are already engaged with Janus Henderson Investors had the largest increase in average gross sales of any combination of clients who attended the program• Transformed Distribution effectiveness and efficiency through client value and behavioral segmentation processes – semi-annual model-driven updates dynamically augmented by Sales field intelligence and used to drive coordinated Sales and Marketing promotion, servicing, and retention efforts• Served as Client Data Domain Owner managing agile body of change work, Business Glossary Definitions, and coordination with firmwide Data Stewards and business leaders; delivered the Salesforce agile body of change work resulting in improved ease of selling for sales team and led the global conversion to a single instance of Salesforce Lightning; and led post-merger Distribution system and process integration projects

West Des Moines, Ia, Us

Managed up to four direct and 20 indirect reports and a budget of over $3M. Directed Sales and Agent Reporting, Agency Finance and Variable Compensation Programs, Business Intelligence, and Data Governance. • Enabled Sales and Distribution combined reporting and compensation programs by designing and delivering fit-for-purpose integration of sales information across legal entities as a result of Company acquisition• Maintained product profitability, drove sales performance, and maximized distribution partner retention during a time of integration for Sales Team of 30 supporting $3B in annual sales revenue by leading optimized design of employee variable and distribution incentive compensation programs• Delivered over $300k annual run rate savings by converting or archiving 300 legacy reports, decommissioning 4 reporting environments, and consolidating to a single reporting platform

London, Gb

Managed up to four direct and 20 indirect reports and a budget of over $3M. Directed Sales and Agent Reporting, Business Intelligence, and Data Governance. • Provided insights into key drivers of business performance by delivering comprehensive monthly flash report for Senior Leadership Team• Improved Finance and BI Team engagement scores, above US and Most Engaged Teams norms, by championing expansion of employee performance management program for Finance department • Delivered 11 department-wide Finance continuing education sessions, expanded employee recognition, and launched a mentorship program through an enhanced employee leadership development team • Created new Insuring a Future Program, providing two “retroactive life insurance” awards for uninsured or underinsured non-customer recipients in need, through a corporate and community agency team

London, Gb

Managed up to four direct reports and a budget of $1M. Led Reporting & Analysis project team within $50M, multi-year Finance Transformation Program.• Reduced management and operational reports from over 3,000 to under 200 while preserving customer needs and driving profitability through actionable financial insights by transforming reporting and analysis capabilities through successful Enterprise Data Warehouse delivery • Engaged 30 data stewards, developed data quality incident remediation process; increased quality and through-put of monthly change release process; created Enterprise Business Glossary; and improved breadth of impact analysis processes by initiating industry-leading Data Governance Program • Enabled Sales to more effectively manage product mix, persistency, underwriting programs, and profitability by delivering Key Distribution Partner and Channel Performance Dashboards

West Des Moines, Ia, Us

• Elevated proactive and reactive Conservation Campaigning activity, Sales & Distribution/Product performance, and customer behavior analysis through business intuitive analytic data warehouse and reporting

• Increased speed to market and flexibility of executive business decision support and replaced reliance on mainframe AS400 greenbar reports by implementing Cognos Business Intelligence platform

Research Administration Company responsible for managing and growing the $300 million annual federal, state, and local funded research for the medical school and university.• Validated advantage of centralized research administration model in growing the research enterprise, compared to representative sampling of peer institutions

Fixed and variable annuity company with $30 billion assets under management serving 200,000 customers.• Confirmed effectiveness of customer and distribution management programs through targeted reporting and analysis

Non-profit psychiatric research and training hospital serving children, adolescents, and adults.• Established that treatment received during hospitalization contributed to improved functioning years after discharge

Bachelor Of Science (B.S.), Psychology (Clinical Psychological Technician Option)

Psychology