DAVID BONEPARTH
ME
Summary
A customer-centric market-driven leader focused on the Fintech space with a constant passion for technology and delivering business value. Set a data-driven vision, define and execute against plans in highly ambiguous environments while creating order in chaos. Dedicated to developing and deepening relationships across internal and external partners by swiftly establishing a strong rapport. Great appetite for learning new things, solving problems and mastering new challenges while doing whatever it takes for the team to succeed.
Overview
18
18
years of professional experience
Work History
High Impact Results
Career Highlights
- Led company pivot from the retail industry to financial services including use case design, GTM, pre-sales activities, and client delivery resulting in a fortune 500 client with multiple contracts during Covid-19 resulting in $2M+.
- Designed and implemented processes to drive scalability across the entire company, from GTM to customer delivery and core platform engineering
- Led the development of an approved business case and go-to-market plan for a new international brand and product launch with a projected value of $75M+ annually while working with two global affiliate CEOs.
- Performed detailed distribution channel analysis to create a successful business case for a $51M investment that will produce $1B in revenue.
- Drove the release of a technology strategy and the accompanying 3-5 year roadmap that provided an investment framework for a $60M-$80M IT spend to enable the growth strategy projected to deliver $1B+ in revenue.
- Managed the on-time delivery and execution of 11 global teams, with 120+ resources, using a $7M annual budget for post-close M&A activity leading to a global recognition award.
Sr. Director - Financial Services
diwo LLC
Northville, MI
01.2020 - Current
- Decision intelligence startup providing an AI Advisor platform for enterprise decisions and powered by big data and AI/ML.
HEAD OF STRATEGY, PRINCIPAL CONSULTANT
CastleHill Managed Risk Solutions LLC
Amherst, NH
01.2018 - 01.2020
- Reshaped go-to-market and created business cases for communication of complex operational risk topics to explain the firm’s value and operational risk accelerators which were developed.
- Effectively crafted new partnerships from a reg-tech to a multi-billion dollar service firm to drive increased value to customers and distribution reach.
- Successfully created an expanded product offering, via the generation of GRC as a Service leveraging adjacency's leading to expanded client relationships to cover multiple risk areas.
- Created new regulator change management offering to integrate regulatory change information from Wolters Kluwer and Ascent Regtech into Op Risk processes allowing clients to fulfill MRIA’a, MRA’s and regulatory fulfillment.
- For a national P&C insurer, led RFP and selection process for Enterprise Governance, Risk and Compliance platform purchase and supporting detailed requirement development upon selection.
- For a national P&C insurer, implemented the NIST Cybersecurity Framework and supporting controls, re-wrote cybersecurity policies, and created attestation processes for NYCRR 500 and PCI DSS requirements.
Principal Consultant, Digital/Corporate Strategy
Unum
Portland, ME
01.2014 - 01.2018
- Created a holistic benefits offering through negotiated partnerships, leveraging a lightweight HRIS platform and a go-to-market plan targeting mid-sized and small employers.
- Provided thought leadership, solution design, and partnership support for enhanced integration with HRIS/HCM/Benefit Administration platforms with a focus on large employers.
- Led M&A technical due diligence including financial modeling review, technical architecture review, development practices, and complex Open Source licensing audits for deals.
- Transaction sizes range from $10M-$400M+ and have resulted in the acquisition of 1 target.
- Drove resolution of complex technical questions around data strategy, SalesForce adoption, mobile development approach, microservices, and other contentious topics.
- This led to technology standardization, development efficiency, and long-term cost reduction.
- Worked with Plug and Play and other startup accelerators to source and build relationships with startups to bring them into new verticals while solving existing large corporation problems leading to 3 long-term partnerships.
- Provide technical thought leadership on leading technical concepts (RPA to Machine Learning to Neural networks, blockchain applicability, etc.) to educate IT and business leadership on market trends and leapfrog opportunities.
VICE PRESIDENT, TECHNOLOGY PROGRAM MANAGER
Bank Of America Merrill Lynch
Boston, MA
01.2009 - 01.2020
- Managed the delivery of an $11M annual cost portfolio of initiatives for Counterparty Credit Risk Enhancement.
- Minimized operational risk for 4.2 million derivative trades with an absolute market value of $16.7 trillion by creating standardized program and project processes that resulted in increased consistency and quality of delivery.
- Managed the on-time delivery and execution of 11 global systems with a $7M annual budget for the Merrill Lynch acquisition by Bank of America.
- Designed and implemented processes for on-time delivery, problem resolution, and fostered an environment of collaboration for technology implementation
- Created a return of $100M+ in 5 years from an initial investment of $1.2M by reducing risk reporting lag from 30+ to 2 days
- Created a 90%+ productivity lift per month for the Global Wealth Investment Management Credit Risk reporting team.
Senior Consultant, Project Manager, Client Service Manager, and Business Analyst, Portfolio Analyst
The Boston Company
- Successful progression in global enterprises creating value, servicing customers, and delivering technology, Co-founder and Head of Business Strategy for Data-Ark Company.
Education
MBA -
Questrom School of Business, Boston University
BA - Philosophy
College of Arts and Sciences, Boston University
Advanced Corporate Strategy - undefined
University of Chicago Booth
Pragmatic Marketing (Product Management Training) Level I / II / III / IV / V / VI Certification -
Pragmatic Marketing
Certified Scrum Product Owner
Six Sigma Green Belt
Skills
Client Delivery
Scalability Engineering
Product Management
Creating Order in Chaos
Program Management
Strategy
Product Management
Product Developmen
Timeline
Sr. Director - Financial Services
diwo LLC
01.2020 - Current
HEAD OF STRATEGY, PRINCIPAL CONSULTANT
CastleHill Managed Risk Solutions LLC
01.2018 - 01.2020
Principal Consultant, Digital/Corporate Strategy
Unum
01.2014 - 01.2018
VICE PRESIDENT, TECHNOLOGY PROGRAM MANAGER
Bank Of America Merrill Lynch
01.2009 - 01.2020
Six Sigma Green Belt
Certified Scrum Product Owner
Pragmatic Marketing (Product Management Training) Level I / II / III / IV / V / VI Certification -
Pragmatic Marketing
Advanced Corporate Strategy - undefined
University of Chicago Booth
BA - Philosophy
College of Arts and Sciences, Boston University
MBA -
Questrom School of Business, Boston University
Senior Consultant, Project Manager, Client Service Manager, and Business Analyst, Portfolio Analyst
The Boston Company
High Impact Results
Career Highlights