Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Affiliations
Timeline
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David Turner

Colleyville,TX

Summary

INFORMATION TECHNOLOGY EXECUTIVE As an accomplished CIO with extensive experience in the banking and financial services industry, Have a proven track record of addressing complex business challenges and driving digital transformations. Expertise lies in leveraging technology to optimize operations, enhance customer experiences, and ensure regulatory compliance. Thorough Chief Information Officer with over 25 years of experience. Outstanding strategic planning and execution, cross-cultural management and risk management aptitudes. Experience developing and maintaining sound financial plans that lead to significant increases in revenue and market share.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Executive Vice President / Chief Information Officer

TEXAS TRUST
01.2018 - 01.2024
  • Directed strategic planning for all 45 IT disciplines, producing a concise 36-month plan aligned with business objectives
  • Identified emerging technologies to streamline account acquisition and lending processes, reducing customer input and decision time, increasing new accounts, and contributing to increased profitability
  • Implemented new frameworks and cybersecurity systems to enhance operational efficiency, bolster data protection, and ensure compliance with industry regulations
  • Championed process improvement efforts within IT operations to streamline system management and change management, resulting in reduced downtime, improved system updates and enhancements, enhanced support for internal customers, and decreased core system errors
  • Implemented an IT governance structure that enhanced board reporting, regulatory examinations, audits, and stakeholder compliance
  • Negotiated comprehensive contracts for more than twenty leading technology vendors, ensuring optimal terms for the organization and addressing prior deficiencies related to risk, notifications, cybersecurity, and data protection
  • Improved vendor management by enhancing the due diligence process and introducing enhanced terms and conditions, resulting in strengthened contracts with technology vendors that reduced risks associated with third-party vendors
  • Employed cost-cutting measures that reduced Capex by 15% year over year while improving operational support
  • Served as Advisory Board Member for two key business partners, Comcast Business and Jack Henry & Associates
  • Architected enterprise-wide IT infrastructures to align technology solutions with business goals
  • Managed Trust Data Solutions, a software development organization, a Texas Trust subsidiary supporting over sixty financial institutions
  • Established quarterly IT leadership planning sessions that resulted in better cross-functional alignment and support of critical business objectives.

Senior Vice President – Portfolio Management / Information Technology

TEXAS TRUST
01.2015 - 01.2018
  • Improved organization structure with Information Technology that streamlined operations and reduced redundancy
  • Implemented tech upgrades, process enhancements, and product launches to improve member experiences
  • Executed comprehensive roadmap progress in line with IT Strategy, organizational objectives as well as investment and strategic initiative life cycles
  • Fostered enduring relationships with internal stakeholders via regular collaboration, guaranteeing steady communication throughout the project's life cycle
  • Effectively optimized resource planning using proven field knowledge for proper project oversight that perfectly aligned with organizational goals and objectives
  • Streamlined operations effectively by managing multiple M&A initiatives, due diligence activities, system integrations, and resource management
  • Developed a prioritization method for initiative intake, ensuring execution readiness and enhancing IT agility to achieve business goals
  • Directed strategic, high-risk transformational programs across the enterprise with full accountability
  • Devised a thorough project portfolio strategy, meticulously aligned with strategic goals
  • Ensured tech delivery for critical, large-scale, multi-year initiatives at Board level
  • Developed a comprehensive project portfolio strategy to ensure alignment with the strategic objectives
  • Ensured technology was delivered against critical and large-scale multi-year initiatives with Board and Executive visibility.

Vice-President - Strategic Programs

TEXAS TRUST
01.2012 - 01.2015
  • Boosted asset returns via efficiency improvements, resulting in a reduction in salary expense
  • Led a retail product redesign, positively affecting 60% of our customers
  • Managed a team of 60 project managers and cross-functional professionals
  • Oversaw two major financial institution acquisitions, leading due diligence and vendor integrations, while ensuring effective employee training for smooth system integration
  • Introduced a standard process to manage acquisitions of financial institutions, that seamlessly integrating systems and organizational structures while managing vendors and training employees
  • Introduced agile project methodology, transforming functional design in the organization
  • Managed a team of project managers and cross-functional teams that totaled approximately 60 employees.
  • Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.
  • Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
  • Demonstrated proficient leadership skills to motivate employees and build competent teams.

Project Lead Manager – Financial Systems (Director level)

AEGON - CLARK CONSULTING
01.2010 - 01.2012
  • Directed all operations for an industry-leading technology solution for 2K+ mid- and large-market clients, overseeing a $20M+ technology development budget
  • Addressed audit findings by implementing a formal PMI-based project management methodology, including oversight of cross-functional teams on all aspects of the project from creation through completion
  • Drove a comprehensive wind-down of organizational functions, including a transition to third-party relationships, to cement a smooth transition of Dallas operations to the East Coast team.

Education

Master of Business Administration -

UNIVERSITY OF TEXAS Dallas

Bachelor of Business Administration -

UNIVERSITY OF TEXAS Arlington

Post Graduate Certificate – Cybersecurity -

UNIVERSITY OF TEXAS AUSTIN – McComb
09.2024

Skills

  • Digital Transformation
  • Innovation Management
  • Technology Integration
  • Mergers & Acquisitions
  • Data Analytics
  • Data Governance
  • Cybersecurity Infrastructure
  • Vendor Management
  • Stakeholder Engagement
  • Business Continuity/Disaster Recovery
  • IT Infrastructure
  • Business Intelligence
  • IT Service Management
  • Cloud Computing
  • Change Management
  • Strategic planning and execution
  • Talent Acquisition
  • Employee Retention
  • Process Improvements
  • Partnership Development
  • Corporate Communications
  • Revenue Generation
  • Budget Forecasting
  • Mergers and Acquisitions
  • Innovative
  • Leadership and People Development
  • Analytical and Critical Thinker
  • Executive Leadership
  • Strategic business planning
  • Change and Growth Management
  • Policies and Procedures
  • Profit and Loss Management
  • Solution Innovation
  • Portfolio Management
  • Process Improvement
  • Annual Planning
  • Negotiation
  • Board Reporting
  • Cross-Functional Collaboration
  • Systems Organization
  • Contract Negotiation
  • Policy Development
  • Regulatory Compliance
  • Project Oversight
  • Business Consulting

Certification

  • Six Sigma Program
  • MPM
  • PMI Dallas / Ft. Worth Chapter
  • Cardwell Executive Leadership Program

Accomplishments

  • Led and executed four successful mergers, leading to a 50% increase in the customer base and a 40% revenue growth. Managed operational preparation for seamless integration of new customers, products, and services, ensuring uninterrupted service for existing customers.
  • Spearheaded over 150 new technology initiatives and streamlined processes, boosting organizational assets from $600M+ to over $2B and achieving a Compound Annual Growth Rate (CAGR) exceeding 10% during tenure.
  • Implemented an advanced cybersecurity framework emphasizing enhanced vulnerability management, rigorous risk assessments, and robust controls across all systems and processes. Resulted in zero significant data exfiltration or breaches of critical applications.

Affiliations

  • Society for Information Management (SIM)
  • Project Management Institute (PMI)
  • American Society for Quality (ASQ)

Timeline

Executive Vice President / Chief Information Officer

TEXAS TRUST
01.2018 - 01.2024

Senior Vice President – Portfolio Management / Information Technology

TEXAS TRUST
01.2015 - 01.2018

Vice-President - Strategic Programs

TEXAS TRUST
01.2012 - 01.2015

Project Lead Manager – Financial Systems (Director level)

AEGON - CLARK CONSULTING
01.2010 - 01.2012

Master of Business Administration -

UNIVERSITY OF TEXAS Dallas

Bachelor of Business Administration -

UNIVERSITY OF TEXAS Arlington

Post Graduate Certificate – Cybersecurity -

UNIVERSITY OF TEXAS AUSTIN – McComb
David Turner