2017 -
2018 Post-MBA Rotational Strategy and Leadership Program @
2016 -
2016 MBA Senior Associate, Management Consulting @
2012 -
2015 Pricing Lead, Global Merchant Strategy @
2010 -
2012 Analyst, Private Wealth Management @
2009 -
2009 Summer Analyst, Global Private Client @
David Education
UCLA Anderson School of Management
Master of Business Administration - MBA
2015
-
2017
W. P. Carey School of Business – Arizona State University
Bachelor of Science (B.S.) (Finance, Economics)
2006
-
2010
David Skills
Product Management
Jira
Google Workspace
Operational Oversight
Business Planning
Corporate Strategy
C-Level
Annual Planning
Sales Operations
Operational Excellence
Consumer Behavior
Workload Prioritization
Problem Solving
Relationship Building
Business Reviews
Business Process Improvement
Business Case Preparation
Strategic Initiatives
Business Initiatives
Employee Engagement
Business Process Outsourcing (BPO)
Customer Experience
Budget Management
Data Analysis
Portfolio Management
Financial Modeling
Wealth Management
Credit
Investment Banking
Business Development
Pricing Strategy
Data Mining
Business Strategy
Strategy
Microsoft Excel
Client Relations
Management
Leadership
Cross-functional Team Leadership
People Management
People Development
SQL DB2
Mortgage Banking
Business Writing
Investment Strategies
Investment Management
Mutual Funds
Investment Advisory
Institutional Investments
Project Management
PowerPoint
Training
Cross Functional Team Leadership
Corporate Finance
JCL
Private Banking
Investment Research
Asset Allocation
Asset Management
Institutional Portfolio Management
Investment Advisory Services
David Summary
David, based in Austin, TX, US, is currently a Director, Customer Journey Transformation at Baylor Scott & White Health. David brings experience from previous roles at Carvana, Vanguard and PwC. David holds a 2015 - 2017 Master of Business Administration - MBA @ UCLA Anderson School of Management. With a robust skill set that includes Product Management, Jira, Google Workspace, Operational Oversight, Business Planning and more. David has 2 emails and 1 mobile phone numbers on RocketReach.
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