Dan Rosen

Executive leader with extensive experience steering enterprise-wide transformation and service excellence programs across a $1B+ financial services organization. Adept at aligning people, technology, and process to deliver operational efficiency, exceptional client experiences, and sustainable business value. Collaborative partner and results-driven innovator committed to inspiring teams, accelerating performance, and shaping the future of integrated service delivery. Combines strategic vision with practical execution to optimize service delivery processes and accelerate organizational scalability.

• Credit Union Development Educator (CUDE)
• Dare to Lead (Senior Leadership Program)
• Lean Six Sigma Master Blackbelt (Villanova)
• Certified Six Sigma Master Black Belt (ASQ)
• Project Management Certification (Villanova)
• Learning and Development Professional Certification – HRCI
• Learning, Knowledge and Human Development Certification – University of Illinois – Champaign
• AI and Career Empowerment, Executive Education – University of Maryland

• Awarded PSCU President's Award, 2014
• Earned Global Award for Client Experience in Business Process Management, recognizing outstanding service delivery excellence
• Received Most Innovative Process Improvement Award for pioneering enterprise-wide efficiency initiatives
• Distinguished with Enterprise Champion Gold Award for Technology & Service Excellence, 2012

• Passport to Success in Business Process Management, 2014
• Transformation in Action, 2016

• Velera, Senior Vice President - Client Delivery Experience & Operations, 01/01/17, Present, Lead enterprise-wide client delivery operations for one of the largest financial services organizations, directing strategic initiatives and operational excellence across 400+ employees and 11 VP/MVP direct reports., Manage $65M annual operating budget while serving as executive escalation point for all client-facing operations., Serve as a Functional Integration Leader for $1B merger between Co-op Solutions and PSCU., Spearheaded a $10M+ transformation program, delivering measurable enterprise value and operational efficiencies., Executive sponsor of the technology modernization program within CDE including ServiceNow, UIPath, SPM, and Qlik dashboarding., Serve on senior leadership committees for pricing, capital investment, and risk management, which help align to our strategic plan., Led the organization which onboarded over 1,000 Jack Henry FI’s, driving a contract value of over $1B., Serves as a point of escalation for projects and operational requests., Through my 8 years within this role, I led additional functional areas, including Credit Union Learning & Design and Process Excellence, contributing to enterprise capability building and operational innovation.
• PSCU, St. Petersburg, FL, Senior Vice President - Enterprise Program Management Office & Center of Process Excellence, 01/01/13, 12/31/17, Developed and implemented best practice EPMO strategy to align with the execution of our roadmap., Accelerated enterprise-wide continuous improvement programs across matrix organization structure., Integrated project workflows with HR and accounting systems., Implemented RPA BOTs across Call Center, Fraud, Disputes, Client Service, Finance, and Client Delivery operations, streamlining critical business processes., Established NPV and ROI reporting framework aligned with GAAP capital expenditure requirements, improving financial transparency and decision-making., Supported the delivery of our $35M+ capital investment portfolio, ensuring maximum return on strategic initiatives., Lean Six Sigma certification program for 200+ employees, building organizational capability for continuous improvement.
• PSCU, St. Petersburg, FL, Director - EPMO & Process Optimization, 01/01/08, 12/31/13, Directed Enterprise Program Management Office overseeing strategic initiatives and product project delivery., Streamlined process optimization programs across the Enterprise., Established enterprise-wide project management methodologies and governance frameworks., Structured standardized processes for project prioritization and resource allocation., Executed efficiency improvement strategies., Mobilized strategic roadmap through effective EPMO and resource allocation which help improve the velocity of execution., Generated $8M in operational efficiency improvements, strengthening competitive advantage and operational excellence., Administered $20M capital investment portfolio, driving technological advancement and business process optimization.
• PSCU, Senior Process Engineer, 01/01/06, 12/31/08