David C. Diviney
Parkesburg,PA
Summary
Operations Management ~ Project Management ~ Systems/Product QA Analysis Dynamic, results-driven individual with comprehensive management experience in finance and business administration realms. Analytical thinker with strategic planning skills, capable of developing effective approaches to driving overall organizational performance. Effective and articulate communicator with ability to establish rapport with individuals at all levels. Adept with: Systems Implementation Client Needs Assessment Strong Team Leadership Solutions Design & Delivery Team Building Cost Analysis Process Design & Deployment Intuitive Risk Mitigation Vendor Management
Overview
34
34
years of professional experience
Work History
Operation Manager
Pershing, LLC
King of Prussia, Pennsylvania
01.2008 - Current
- Performance Reporting lead responsible for all team oversight and deliverables
- Team goal setting and tracking to completion
- Produce in excess of 600,000 client reports quarterly maintaining strict quality standards
- Mitigate risk by protecting client data via monitoring processes, identify gaps and enhance procedures where needed
- Maintaining strict compliance with corporate policies and regulations
- Coach, train and mentor reporting team
- Mitigated risk relevant to existing accounts by closely monitoring relationship health, identifying points of exposure, and defining effective solutions to optimize client experience
- Collaborated closely with all business groups to support account management, enabling informed decision-making and client management by offering insight to complex problems and/or actions affecting unique accounts
- Built working relationships with clients to provide unconventional solutions
- Partnered with vendors and suppliers to effectively oversee and manage reporting process.
- Lead client implementations for reporting ensuring clean platform transitions
- Operational business owner of Broker Dealer Files, reviewing as needed for client conversions and ad hoc data issues.
- Track team progress and report successes and escalations to senior management
Operations Supervisor
Pershing, LLC
King of Prussia, Pennsylvania
01.2004 - 01.2008
- Oversee daily work ensuring accuracy and timeliness
- Document and maintain supervisory procedures
- Communicating functional goals and key objectives during regular staff meetings
- Coach team on procedures and best practices
- Delivered ad hoc statistical reports to clients; responded to client inquiries and feedback
- Conducted periodic employee reviews, offering empirically-based feedback for performance improvement as needed.
- Participation in ad hoc projects as needed to drive client solutions
- Enhanced operational performance and reduced labor expenses by developing and optimizing standard practices.
Technical Lead
Pershing, LLC
King of Prussia, Pennsylvania
06.2000 - 01.2004
- Process request updates to ensure accurate client data
- Performed data analysis of client farcing data as required to ensure accurate client performance reporting
- Data validation of manager returns
- Establish, setup, maintenance and validation of index returns
- Process and review ad hoc data files with historic rates of return
- Work in tandem with internal departments to produce time-sensitive communications for reporting purposes.
- Participation with internal stakeholders to identify and implement dynamic solutions as needed to drive client satisfaction
U.S. Postal Service, Rural Letter Carrier
Frazer, Pennsylvania
01.1992 - 01.2000
- Responsible for the care of more than 500 customers’ personal, private information
- Accurately sort, bundle and deliver and mail and parcels daily
- Maintaining accuracy and timeliness.
Lance Corporal
U.S.M.C
Camp Lejeune, North Carolina
06.1986 - 06.1990
- Of Marines
- Built solid leadership skills through practical application of the 14 leadership traits
- Justice, Judgment, Dependability, Initiative, Decisiveness, Tact, Integrity, Enthusiasm, Bearing, Usefulness, Courage, Knowledge, Loyalty, Endurance.
Education
Bachelor of Science - Business Administration
South University
Savannah, GA06.2010
Skills
- APL, Microsoft Office (Word, Excel, PowerPoint, Access, & Outlook), NetX360, SQL
- Customer Service
- Staff Management
- Stakeholder Relations
- Staff Training
- Incident Management
- Planning and Implementation
- Process Improvement Strategies
- Client Relations
- Process Development and Streamlining
- Six Sigma Methodologies
Accomplishments
- Decrease printing costs by over 200k per quarter
- Contract the printing cycle from fifteen business days to eight business days
- Designed and oversaw the installation of numerous performance enhancements including dynamic benchmarks, inclusion of a UMA reporting page, Dynamic SEC disclosures
- Management project lead to implement new IRS rules for adherence of the proper display of cost basis for covered lots for equity holdings 2011, Mutual Funds 2012 and Fixed Income 2013
- Implement, train and manage performance teams in multiple locations including two U.S
- Locations as well as India
- Successful Integration of two performance teams after BNY Mellon acquisition of PNC Managed Investments
- Identified and implemented cross training program for operations managers.
Affiliations
Free Masons Society, International Shotokan Karate Federation
Timeline
Operation Manager
Pershing, LLC
01.2008 - Current
Operations Supervisor
Pershing, LLC
01.2004 - 01.2008
Technical Lead
Pershing, LLC
06.2000 - 01.2004
U.S. Postal Service, Rural Letter Carrier
01.1992 - 01.2000
Lance Corporal
U.S.M.C
06.1986 - 06.1990
Bachelor of Science - Business Administration
South University