Daniel Kerney
San Diego,CA
Overview
7
7
years of professional experience
1
1
Certificate
Work History
Senior Management Consultant | Product Manager
The Capital Markets Company
San Diego, United States
04.2021 - Current
- Spearheaded the implementation of bespoke wealth management platforms for high-profile wealth firms, leveraging data analysis tools (Excel, SQL) and comprehensive requirement gathering methodologies to optimize platform integration and reporting accuracy
- Enhanced project and stakeholder management by proactively managing scope creep, ensuring alignment with client objectives, and delivering projects on time and within budget
- Orchestrated the successful launch of multiple in-house wealth management platforms, significantly enhancing clients' reporting capabilities and operational efficiency, resulting in a 40% increase in client satisfaction
- Led the development of a pioneering wealth management tool for a major insurance company, integrating health data to offer personalized wealth recommendations and presented a polished prototype to the executive leadership team
- Successfully transitioned global operations of a banking firm to a newly developed wealth management platform, introducing automation that streamlined procedures and boosted efficiency of back office operations
Staff NetSuite Consultant
Oracle Canada
Toronto
01.2020 - 03.2021
- Specialized in NetSuite ERP customization and scripting, utilizing SuiteScript and SuiteFlow to tailor solutions to client needs
- Enhanced expertise in business process optimization and workflow automation, delivering tailored solutions that improved client operations
- Successfully migrated data for over 50 clients from legacy systems to NetSuite, ensuring data integrity and minimizing downtime during transitions
- Developed custom dashboards and reports using NetSuite SuiteAnalytics, providing clients with real-time insights and improved financial reporting capabilities
- Provided post-implementation support and training, leading to a 20% decrease in support tickets and higher client satisfaction scores
Content & Engagement Product Manager
TheScore
Toronto
01.2018 - 08.2018
- Led the development and implementation of new content strategies using data analytics tools (Excel, Amplitude, SQL) to understand user behavior, increasing user engagement and retention
- Launched interactive features such as live polls and real-time chat, boosting in-app usre interactions and driving a significant rise in app store ratings and reviews
- Conducted extensive usability testing and market research to identify user needs and preferences, ensuring product features aligned with target audience expectations
- Created and proposed A/B experiments to optimize content delivery, working with the data science team to implement, leading to an increase in user engagement and higher ad revenue
Education
Bachelor of Arts - Business, Legal Studies and Computing Technology
University of Waterloo
09.2019
Skills
- Data Analytics
- Digital Transformation
- Operations Optimization
- Business Planning
- Market Research
- Business Analysis
Certification
- SAFe 5 Product Owner / Product Manager
- Lean Six Sigma - Lean Certification
Timeline
Senior Management Consultant | Product Manager
The Capital Markets Company
04.2021 - Current
Staff NetSuite Consultant
Oracle Canada
01.2020 - 03.2021
Content & Engagement Product Manager
TheScore
01.2018 - 08.2018
Bachelor of Arts - Business, Legal Studies and Computing Technology
University of Waterloo
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