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David Walker
Financial Services Professional
 Career Financial Sectors Corporate Trust, Wealth Management, Retail
 Hands on Results-oriented Professional In Business and Technology Segments
 Demonstrates drive, resiliency and can do attitude to mange organizational change
 Adapt in client product project management, team management, application product
development, client service delivery.
 Noted for extreme relationship building, mentoring and management across corporate
levels.
 Global project initiatives and project management.
Corporate Competencies
 International Vendor Management
 One Goal One Team Building Management
 Vendor Partnership Management
 Technology Integration
 Client Management Retention
 Management Consulting
 Service Delivery
 Relationship Management to Drive Business and Technology Parnerships
 Wealth Management Technology and Business Segments
 Corporate Training
Corporate Systems
 Croesus
 ISM
 Sales Force
 Broadridge
 IFDS/iFast
 E Settlement
 Mpower
 Maximizer
 Dataphile
 Temenos
 Price Metrix
Value
 Business partner project consultancy.
 Maintained view of business partner technology investment, work priorities.
 Broad business knowledge with in Wealth Management as a line of business.
 Understanding of current business and technology trends.
 Partnerships with business and technology groups to share one vision and deliver.
 Progressive business and management experience shaping and leading projects.
 Adept at managing multiple priorities of strategic importance to the organization.
Looking Forward
 Partnering with a Great Company
 Working with Great Teams
 Collaborating on Great Projects
 Managing Partnerships
 Creating Client Satisfactioin
Looking Forward
 Partnering with a Great Company
 Working with Great Teams
 Collaborating on Great Projects
 Managing Partnerships
 Creating Client Satisfactioin

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David Walker

  • 2. Financial Services Professional  Career Financial Sectors Corporate Trust, Wealth Management, Retail  Hands on Results-oriented Professional In Business and Technology Segments  Demonstrates drive, resiliency and can do attitude to mange organizational change  Adapt in client product project management, team management, application product development, client service delivery.  Noted for extreme relationship building, mentoring and management across corporate levels.  Global project initiatives and project management.
  • 3. Corporate Competencies  International Vendor Management  One Goal One Team Building Management  Vendor Partnership Management  Technology Integration  Client Management Retention  Management Consulting  Service Delivery  Relationship Management to Drive Business and Technology Parnerships  Wealth Management Technology and Business Segments  Corporate Training
  • 4. Corporate Systems  Croesus  ISM  Sales Force  Broadridge  IFDS/iFast  E Settlement  Mpower  Maximizer  Dataphile  Temenos  Price Metrix
  • 5. Value  Business partner project consultancy.  Maintained view of business partner technology investment, work priorities.  Broad business knowledge with in Wealth Management as a line of business.  Understanding of current business and technology trends.  Partnerships with business and technology groups to share one vision and deliver.  Progressive business and management experience shaping and leading projects.  Adept at managing multiple priorities of strategic importance to the organization.
  • 6. Looking Forward  Partnering with a Great Company  Working with Great Teams  Collaborating on Great Projects  Managing Partnerships  Creating Client Satisfactioin
  • 7. Looking Forward  Partnering with a Great Company  Working with Great Teams  Collaborating on Great Projects  Managing Partnerships  Creating Client Satisfactioin