Summary
Overview
Work History
Education
Skills
Timeline
GeneralManager

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

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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

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