Daniel O'Rourke
Des Peres,USA
Summary
Experienced Project and Product Manager with over 8 years of leadership in the financial services industry, specializing in managing complex, cross-functional programs. Proven track record in driving data-driven decisions, managing product lifecycles, and improving business processes to enhance operational efficiency, mitigate risks, and deliver high-impact results. Adept at fostering strong stakeholder relationships, aligning partner priorities, and managing change initiatives. Recognized for leadership, team facilitation, and strategic thinking within high-pressure, regulatory environments.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Lead Project Manager | Vice President
Wells Fargo Advisors
St. Louis, MO
01.2016 - Current
- Spearheaded strategic roadmaps and redesigned processes to align with organizational goals, directly impacting regulatory compliance and operational efficiency
- Successfully resolved a complex mailing regulatory issue involving multiple lines of business that had been unresolved for over 8 years
- Led the process to identify and solution a FINRA (Financial Industry Regulatory Agency) requirement, saving the company $18 million
- Reenergized a previously stalled project to satisfy 2 European Union regulatory requirements
- Reorganized and implemented a systemic regulatory issue with a legacy IT/mailing issue
- Led a project to increase adoption of online efforts and reduce paper consumption and expenses by nearly $8M annually
- As Missouri Veteran Team Member Network Chair initiated mentor program to assist service members
- Led planning and implementation of the Hiring Our Heroes Fellowship, mentoring active duty servicemembers on their transition to civilian life
- Served as an L2 Product Area Manager in addition to regular role as a Project Manager for 18 months
- Managed 2 Scrum Teams, including one offshore team, 4 dotted line reports, and 70+ projects
- Completed transition to an Agile environment
- Recently received Exceeds evaluation for balancing project management work and Product Manager role
Senior Project Manager | Assistant Vice President
Wells Fargo Advisors
St. Louis, MO
01.2018 - 01.2020
- Designed and implemented strategy for national rollout and continued operation of program to encourage efficiency of 1,100+ Financial Advisors resulting in an increase of $3B in Advisory Assets, improved alignment to the Investment Objective by over 10%, and improved the strategic positioning of Advisors
- Coordinated internal consulting strategies and established SalesForce dashboards to track performance across 2,000+ engagements
Product Manager, Advice Quality
Wells Fargo Advisors
St. Louis, MO
01.2016 - 01.2018
- Managed the timely delivery of projects for an internal Innovation Lab, successfully deploying two fintech pilots that enhanced investment alignment and advisory flows
Strategy Manager
Property Trak
St. Louis, MO
01.2013 - 01.2016
- Oversaw product management for a facility management technology startup, guiding it through investment rounds and client onboarding processes
Project Director: Financial Services
Celerant Government Services
Scott Air Force Base, IL
- Directed financial components of the Agile Technology for the 21st Century (AT21) initiative, reengineering booking, billing, and payment system for international operations
Colonel (Retired), Military Police/Infantry
US Army Reserve
various
- Commanded over 650 personnel, achieving a top-three battalion ranking through effective leadership and strategic planning
- Awarded the Meritorious Service Medal for exceptional command performance and leadership
- Taught Command and General Staff College instructing Army Majors in leadership and strategy
- Served as Missouri State Officer Candidate School (OCS) Company Commander
- Deployed to Afghanistan in 2013 as Deputy Director, overseeing the training of hundreds of Afghan detention soldiers across two locations within a 3-star General Officer's HQ
- Previously deployed to Iraq (2005-06) as Battalion Executive Officer, managing training and logistical coordination for a 750-member Iraqi Special Police Battalion and 10 U.S
- Soldiers
- Numerous awards and decorations including a number of 'Promote Ahead of Peers' evaluations
- Awarded ten promotions from Private to Colonel
Education
Master of Business Administration - Finance
University of Notre Dame
Notre Dame, INBachelor of Science - Government
St. John's University
Collegeville, MNSkills
- Project & Product Management
- Cross-Functional Team Leadership
- Process Improvement and Workflow Optimization
- Cost Control and Optimization
- Innovative Problem Solving
- Communication
- Adaptability
- Vendor Management
Certification
- PMI-ACP
- LSSWB - Lean Six Sigma White Belt
- PMP, 04/30/24
- Advanced Certificate in Supply Chain Management – St. Louis University
- Financial Industry Regulatory Authority (FINRA) – Securities Industry Essentials (SIE), Series 7, and 66
Timeline
Senior Project Manager | Assistant Vice President
Wells Fargo Advisors
01.2018 - 01.2020
Lead Project Manager | Vice President
Wells Fargo Advisors
01.2016 - Current
Product Manager, Advice Quality
Wells Fargo Advisors
01.2016 - 01.2018
Strategy Manager
Property Trak
01.2013 - 01.2016
Project Director: Financial Services
Celerant Government Services
Colonel (Retired), Military Police/Infantry
US Army Reserve
- PMI-ACP
- LSSWB - Lean Six Sigma White Belt
- PMP, 04/30/24
- Advanced Certificate in Supply Chain Management – St. Louis University
- Financial Industry Regulatory Authority (FINRA) – Securities Industry Essentials (SIE), Series 7, and 66
Master of Business Administration - Finance
University of Notre Dame
Bachelor of Science - Government
St. John's University
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