David M. Halbert MBA
Senior Project Manager
West Caldwell,NJ
Summary
Accomplished senior banking, financial services manager, strategist, and leader with 18 years of financial services experience. Equipped with a proven track record of delivering substantial contributions to revenue, business development, and operational excellence. Communicates easily with all levels of business and technical staff to translate complex concepts and facilitate informed decision-making. Views challenges as opportunities, and quickly masters new responsibilities. Utilize experience and skills to examine all problems at the unit and enterprise levels to determine the optimal solution.
Overview
25
25
years of professional experience
1
1
Certification
Work History
nCino Technology Delivery Manager/Consultant
Flagstar Bank
New York, NY
03.2024 - 12.2024
- Delivered merger integration for Flagstar and Signature Bank, leading discovery and collaborating with Deloitte and Zennify.
- Managed project financials, resources, and risk for enterprise systems and vendor relationships.
- Communicated program status updates to executive leadership to ensure project visibility.
Engagement Manager/Project Manager
Silverline: Salesforce Implementation Partner
New York, NY
02.2022 - 03.2024
- Led Salesforce CRM and Omni Studio projects, ensuring scope, schedule, budget, and quality management.
- Managed project financials, resources, timelines, and risks, communicating status and mitigation plans.
- Optimized resources to deliver maximum client value and ensured clients met expectations through regular updates.
- Maintained bidirectional communication on action items, risks, and deadlines with project teams.
- Created and managed detailed project schedules and milestones.
VP/Delivery Lead/Project Manager
Jefferies Investment Bank
New York, NY
08.2021 - 02.2022
- Managed multiple CRM and Analytics projects for Investment Banking Salesforce system.
- Provided project management for scope, scheduling, resource alignment, and risk management.
- Led cross-functional workstreams and aligned product priorities with team capabilities.
- Delivered projects meeting stakeholder expectations and provided stakeholder communication.
Technical Project Manager/Consultant
nCino Technology / City National Bank
Los Angeles, CA
05.2021 - 08.2021
- Conducted project investigations and reviewed business and technical requirements for alignment with organizational objectives.
- Developed and maintained project plans, staffing requirements, budgets, and schedules.
- Identified and documented complex business processes and deliverables.
Project Manager/Consultant
Global Technical Talent / TD Bank
Mt. Laurel, NJ
02.2021 - 04.2021
- Managed Agile PMLC for Salesforce and nCino platform with coordination of multiple workstreams during nCino Experience Phase II technology implementation.
Project Manager/Consultant
Connect One Bank
Union, NJ
09.2020 - 12.2020
- Provided consulting for nCino Commercial Lending system enhancing management reporting.
- Analyzed impacts of Salesforce and nCino releases and updates.
- Reviewed page layouts, field sets, and objects for Salesforce and nCino implementations.
Senior Project Management Consultant
Ramondo Consulting / Signature Bank
New York, NY
03.2019 - 07.2020
- Facilitated Treasury Management and Remote Deposit Capture system conversions.
- Developed standardized project management processes and assessed project parameters.
- Evaluated risks and implemented mitigation and contingency plans to avoid delays.
Senior Project Manager/Program Manager
Valley Bank
Wayne, NJ
01.2016 - 02.2019
- Defined Salesforce and nCino program goals with executives and business units.
- Managed multiple concurrent projects across multiple product platforms with prioritization and multitasking skills.
- Executed project management processes covering stakeholders, resources, timelines, risks, and budgets.
- Mentored team members and implemented best practices for project progress.
- Mitigated roadblocks and service issues by building strong client relationships.
- Managed Salesforce CRM platform workstreams and co-released Salesforce/nCino scheduled releases.
- Led Salesforce Marketing Cloud/Pardot implementation and served on Salesforce Governance Committee.
- Implemented consumer digital banking products including Mobile Wallet and Mobile Banking upgrades.
- Managed digital and online business banking enhancements and vendor relations.
Senior Project Management Consultant
UBS Financial
Weehawken, NJ
05.2015 - 01.2016
- Managed global human resources change initiatives across multiple platforms.
- Streamlined cost savings while maintaining service excellence to stakeholders.
- Managed change control procedures and verified project deliverables within budget, time, and resource constraints.
- Implemented ADP Enterprise Time and Wealth Management Americas consolidation reporting.
Vice President of Product Development & Project Management
Unity Bank
Clinton, NJ
04.2009 - 05.2015
- Held senior leadership responsible for product development and project management for financial services.
Vice President Senior Project Manager
Citigroup
Englewood Cliffs, NJ
10.2005 - 09.2008
- Managed senior project management roles at Citigroup with focus on banking projects.
Senior Project Manager
CheckFree Investment Services
Jersey City, NJ
01.2005 - 10.2005
- Senior project management responsibilities in financial sector.
Senior Project Manager
Deutsche Bank Americas
Jersey City, NJ
07.1998 - 01.2005
- Managed senior project management activities for Deutsche Bank Americas.
Project Executive/Project Manager
Xede Consulting Group
New Jersey, NJ
01.2025
- Managed complex conversion and vendor integration programs for financial institutions in partnership with strategic consultants.
- Led program workstreams to ensure timely and effective completion of interconnected project activities.
- Developed and maintained program plans, scope, schedules, and program tools to align with client objectives.
- Tracked program progress through detailed status reports, escalating risks and resolving issues.
- Oversaw stakeholder communications including internal and client-facing presentations and documentation.
- Managed Smartsheet and SharePoint tools for program documentation, ensuring consistency and accessibility.
- Identified risks and implemented mitigation strategies.
- Served as Subject Matter Expert for financial services projects.
Education
Master of Business Administration -
Caldwell University
01.2003
Bachelor of Science - Business Management
William Paterson University
01.1998
Skills
- Project Management
- Program Management
- Financial Services
- Salesforce CRM
- nCino Commercial LOS
- Change Management
- Risk Management
- Vendor Relations
- System Implementation
- Workflow Analysis and Design
- Quality Assurance Testing
- Policy and Procedure Development
- Operations Management
- Contract Negotiations
- Strategic Planning
- SDLC
- Clarity
- Smartsheet
- MS Project
- MS Office Suite
- JIRA
- Agile and SCRUM Methodologies
- FISERV Core Processing
- Confluence
- MS SharePoint
- Fintech CRM Systems
Certification
- Project Management Certification, In progress
- nCino Basic Certification, C1404 95
- State of New Jersey School Business Administrator, 680752
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Project Executive/Project Manager
Xede Consulting Group
01.2025
nCino Technology Delivery Manager/Consultant
Flagstar Bank
03.2024 - 12.2024
Engagement Manager/Project Manager
Silverline: Salesforce Implementation Partner
02.2022 - 03.2024
VP/Delivery Lead/Project Manager
Jefferies Investment Bank
08.2021 - 02.2022
Technical Project Manager/Consultant
nCino Technology / City National Bank
05.2021 - 08.2021
Project Manager/Consultant
Global Technical Talent / TD Bank
02.2021 - 04.2021
Project Manager/Consultant
Connect One Bank
09.2020 - 12.2020
Senior Project Management Consultant
Ramondo Consulting / Signature Bank
03.2019 - 07.2020
Senior Project Manager/Program Manager
Valley Bank
01.2016 - 02.2019
Senior Project Management Consultant
UBS Financial
05.2015 - 01.2016
Vice President of Product Development & Project Management
Unity Bank
04.2009 - 05.2015
Vice President Senior Project Manager
Citigroup
10.2005 - 09.2008
Senior Project Manager
CheckFree Investment Services
01.2005 - 10.2005
Senior Project Manager
Deutsche Bank Americas
07.1998 - 01.2005
Master of Business Administration -
Caldwell University
Bachelor of Science - Business Management
William Paterson University
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