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Professional Skills
• Strategic Portfolio Management
• Program Management
• Project Management – PMP Cert.
• Business Transformation Expertise
• Mergers and Acquisition Experience
• Change Management Planning
• Advertising and Communications
• Direct Marketing Professional
• Continuous Process Improvement
• Lean Six Sigma application
• Corporate Real Estate planning &
build out experience
• Well-developed public
relations/interpersonal skills
• Strong process mapping, facilitation
& people management skills
• Strong writing abilities; proficient in
developing strategic documents,
executive presentations & reporting
Leadership That Inspires
An enthusiastic, driven, results oriented individual who understands a company’s vision and can help define and
deliver on it’s strategic pillars. A strong leader capable of mobilizing large groups of people and quickly defining
structure for successful delivery. A team player with strong interpersonal skills who motivates others toward
success. “A Symphony of Efforts” is what I like to call it and when done right, will bring music to your ears.
Key Accomplishments
• 10+ years of national campaign support including award winning iPod
• 10+ years of successful project management – led teams of 25-150
• Proven track record in delivering Tier 1 and Tier 2 initiatives
• Effectively managed TD Digital and Insurance portfolio s
• Successfully led all marketing, branding, Customer communication,
retail signage and data conversion activities related to five (5) large
bank mergers/acquisitions
• Managed transformation effort to build a North American online
channel to support 4 key bank business units – CAN & U.S.
• Implementation of a multi-national advanced trader platform
• Launched enterprise wide Customer experience programs
• Won CMA Gold for New Online Account Opening Kit
• Launched first mobile application for TD Bank
• Implemented very first “Mobile Wallet” in Canada
• Led team to launch first ever Visa Money Transfer in Canada
• Successfully managed, launched, and maintained a new Retention
Database for the Bank of Montreal – response/success ratio of 25-30%)
• Designed and launched new methodology rolled out across TD Bank
• TD League of Excellence and Mega Star Award Winner
Professional Experience
2014/2016 Portfolio Director – TD Insurance – oversaw Life and Health portfolio and business transformation work streams
2012/2014 Portfolio Director - TDCT Digital Channels – managed TDCT Digital Channel portfolio (70MM+ P&L) – all business units
2011/2012 Program Manager - TD Wealth Management – managed mass affluent strategy and advanced trader platform build
2010/2011 Program Manager - TD Mergers and Acquisitions – led all marketing, branding, Customer comm. & data work streams
2009/2010 Program Manager - TD Online Business Transformation – merged four online businesses and built operating model
2008/2009 Senior Project Manager - TD Mergers and Acquisitions – led all major marketing work streams on large merger (100MM+)
2005/2008 Senior Project Manager - TD Marketing PMO - managed large scale marketing initiatives supporting all lines of business
2000/2006 Associate Manager – TD Direct & Marketing Services - Supported all LOBs from a campaign/collateral/data perspective
1998/2000 Account Manager - Postal Promotions - management of high profile, domestic and international accounts + data mgmt.
Education and Training
2009 Project Management Institute, Pennsylvania
Certified Project Manager Professional (PMP)
1997 Institute of Canadian Advertising, Toronto
Certified Communications and Advertising Professional
1991 Concordia University, Montreal
Honors BA Major -- Political Science/International Affairs
Minor – Marketing
1988 Centennial College of Applied Arts and Technology, Toronto
3 Year Creative Advertising Diploma
OTHER:
Lean Six Sigma – Yellow Belt 2004
CMA Advanced Facilitation 2005
CMA Influencing for Results 2006
TDBG Project Management – All Disciplines 2007
Strategic Portfolio Management 2014
Contact Details
Email
zlotyd2@gmail.com
Cell
647-302-3054

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Daniel Zloty Profile

  • 1. Professional Skills • Strategic Portfolio Management • Program Management • Project Management – PMP Cert. • Business Transformation Expertise • Mergers and Acquisition Experience • Change Management Planning • Advertising and Communications • Direct Marketing Professional • Continuous Process Improvement • Lean Six Sigma application • Corporate Real Estate planning & build out experience • Well-developed public relations/interpersonal skills • Strong process mapping, facilitation & people management skills • Strong writing abilities; proficient in developing strategic documents, executive presentations & reporting Leadership That Inspires An enthusiastic, driven, results oriented individual who understands a company’s vision and can help define and deliver on it’s strategic pillars. A strong leader capable of mobilizing large groups of people and quickly defining structure for successful delivery. A team player with strong interpersonal skills who motivates others toward success. “A Symphony of Efforts” is what I like to call it and when done right, will bring music to your ears. Key Accomplishments • 10+ years of national campaign support including award winning iPod • 10+ years of successful project management – led teams of 25-150 • Proven track record in delivering Tier 1 and Tier 2 initiatives • Effectively managed TD Digital and Insurance portfolio s • Successfully led all marketing, branding, Customer communication, retail signage and data conversion activities related to five (5) large bank mergers/acquisitions • Managed transformation effort to build a North American online channel to support 4 key bank business units – CAN & U.S. • Implementation of a multi-national advanced trader platform • Launched enterprise wide Customer experience programs • Won CMA Gold for New Online Account Opening Kit • Launched first mobile application for TD Bank • Implemented very first “Mobile Wallet” in Canada • Led team to launch first ever Visa Money Transfer in Canada • Successfully managed, launched, and maintained a new Retention Database for the Bank of Montreal – response/success ratio of 25-30%) • Designed and launched new methodology rolled out across TD Bank • TD League of Excellence and Mega Star Award Winner Professional Experience 2014/2016 Portfolio Director – TD Insurance – oversaw Life and Health portfolio and business transformation work streams 2012/2014 Portfolio Director - TDCT Digital Channels – managed TDCT Digital Channel portfolio (70MM+ P&L) – all business units 2011/2012 Program Manager - TD Wealth Management – managed mass affluent strategy and advanced trader platform build 2010/2011 Program Manager - TD Mergers and Acquisitions – led all marketing, branding, Customer comm. & data work streams 2009/2010 Program Manager - TD Online Business Transformation – merged four online businesses and built operating model 2008/2009 Senior Project Manager - TD Mergers and Acquisitions – led all major marketing work streams on large merger (100MM+) 2005/2008 Senior Project Manager - TD Marketing PMO - managed large scale marketing initiatives supporting all lines of business 2000/2006 Associate Manager – TD Direct & Marketing Services - Supported all LOBs from a campaign/collateral/data perspective 1998/2000 Account Manager - Postal Promotions - management of high profile, domestic and international accounts + data mgmt. Education and Training 2009 Project Management Institute, Pennsylvania Certified Project Manager Professional (PMP) 1997 Institute of Canadian Advertising, Toronto Certified Communications and Advertising Professional 1991 Concordia University, Montreal Honors BA Major -- Political Science/International Affairs Minor – Marketing 1988 Centennial College of Applied Arts and Technology, Toronto 3 Year Creative Advertising Diploma OTHER: Lean Six Sigma – Yellow Belt 2004 CMA Advanced Facilitation 2005 CMA Influencing for Results 2006 TDBG Project Management – All Disciplines 2007 Strategic Portfolio Management 2014 Contact Details Email zlotyd2@gmail.com Cell 647-302-3054