David Robins
3132 E Quail Ct, Eagle Mountain,UT
Summary
Graduating with highest honors at BYU Hawaii led to 13 years of experience in managerial and operational finances at Goldman Sachs. Performance-oriented Vice President being resourceful in people management, project management, and systematically improving processes to achieve targets and develop continual growth within business operations. Diplomatic leader with exceptional planning, organizational and management abilities.
Overview
14
14
years of professional experience
Work History
Vice President
Goldman Sachs
Salt Lake City, UT
02.2010 - Current
- Manages execution services, trade management and settlements for global equities, fixed income, structured notes, OTC derivatives, FX, and various managed strategies for Private Wealth Management
- Decommissioned, restructured and redesigned various legacy trade management systems, settlement systems, and data systems to generate significant cost savings, time efficiencies and enhanced functionality for internal stakeholders and external vendors. Projects varied from increased savings to wealth generation of $100,000 to millions.
- Expertise in global wires, financial records, custodial relationships, prime brokerage services, account balance reconciliations, trading errors, and all general operational guidance for exchange trade management for clients, sales, and managers
- Promoted high level of focus on junior development through firm-wide initiatives, affinity network events, recruiting, and cross-departmental trainings. Ex: advisor & wealth management professional new hire training, BYUI/BYUH recruiting events and working parent forums
- Managed multiple project roles globally for Private Wealth Management entailing regulatory reform and internal audits for BREXIT, SEC, MIFID, TRACE, MSRB and additional financial authorities.
- Developed, advised and maintained high level of risk management controls and processes through effective KRIs, manager thresholds, and 2 sigma controls reviewed regularly at executive/partner level.
- Supervised testing support team for all PWM trading and settlement system initiatives including resourcing, road-maps/BRDs, KRIs and strategic forecasting
- Executed key training programs across strategic Private Wealth Management trading, booking, settlement, and reconciliation systems such as client web portal, sales trading entry platform, salesforce system compatibility, project management (JIRA, confluence, etc.)
- Directed and developed business, compliance, legal and tech initiatives across firm globally to reduce risk, increase efficiencies and grow business opportunities.
Education
Bachelor of Science in International Business Management -
Brigham Young University Hawaii
Skills
- Data Analysis
- Operations Management
- Financial Management
- Metrics Tracking
- Process Improvement
- Client Relationship Building
- Event Networking
- Risk Management
- Cross-Functional Team Leadership
- OKRs and KPIs
- Results-Driven
- Product Demonstrations
- Recruiting and Hiring
- Team Leadership
- Complex Problem-Solving
- Proposals and Presentations
- Strategic Planning
- Training and Mentoring
Accomplishments
2016 Aaron Chaney Award
Phi Kappa Phi Honors Society
OSHA Standard Safety Recognition
Activities and Volunteering
- USA Waterpolo Volunteer, Mentor, Senior Referee
- Community Team Works Volunteer
- Community Bishopric Church Leader
Timeline
Vice President
Goldman Sachs
02.2010 - Current
Bachelor of Science in International Business Management -
Brigham Young University Hawaii