David Milligan Email & Phone Number
Principal, Financial Services Partnerships and New Product Development @ Ulysses Partners
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David Milligan Location
- Charlotte, NC, US
David Milligan Work
- Principal, Financial Services Partnerships and New Product Development @ (January 2020 - Present)
- Director, VP and Global Head of KPMG Matchi @ (June 2017 - December 2019)
- CEO and Co-Founder @ KPMG Matchi (December 2013 - May 2017)
- Head of Business Insights and Innovation @ (August 2010 - November 2013)
- Head of Growth, New Markets, Strategy and Innovation @ (August 2007 - July 2010)
- Head of Innovation and Partnerships - Branch Banking @ (September 2003 - July 2007)
- Senior Strategy Consultant @ (January 2000 - August 2003)
- Marketing Director @ Action Equipment Company (January 1996 - January 2000)
David Milligan Education
- University of Cape Town
MBA
1995-1996 - University of the Witwatersrand
B.A. (Honors)
1988-1992
David Milligan Skills
- AI Adoption / AI Strategy
- Agile Methodologies
- Analysis
- Analytical Models
- Bank-Fintech Partnerships
- Banking
- Business Analysis
- Business Case Preparation
- Business Development
- Business Initiatives
- Business Planning
- Business Process Improvement
- Business Strategy
- Business Transformation
- Change Management
- Client Development
- Commercial Banking
- Communication
- Conference Presentations
- Consulting
- Corporate Strategy
- Corporate Venture Capital
- Critical Thinking
- Cross-functional Team Leadership
- Customer Experience
- Design Workshops
- Digital Strategy
- Digital Transformation
- Emerging Technologies
- End-to-End Project Management
- Entrepreneurship
- Executive Management
- FinTech
- Finance
- Financial Analysis
- Financial Services
- Fintech Partnerships
- Gap Analysis
- Generative AI
- Go-to-market Strategy
- Governance
- IT Enabled Business Transformation
- Industry Analysis
- Influential Communicator
- Innovation Consulting
- Innovation Management
- Innovation Systems
- Leadership
- M&A Integration
- Management
- Management Consulting
- Market Analysis
- Market Research
- Marketing Strategy
- Meeting Facilitation
- Mergers & Acquisitions
- Motivational Speaking
- Negotiation
- New Business Ventures
- New Product Development
- New Venture Development
- Oral Communication
- Organizational Design
- Organizational Leadership
- Performance Monitoring
- Presentation Skills
- Proactive Monitoring
- Problem Solving
- Product Development
- Program Management
- Project Management
- Project Planning
- Project Portfolio Management
- Project Teams
- Public Speaking
- Regulatory Requirements
- Research and Development (R&D)
- Retail Banking
- Return on Investment
- Scenario Planning
- Stablecoins
- Stakeholder Engagement
- Start-ups
- Strategic Partnerships
- Strategic Planning
- Strategic Relationships
- Strategic Roadmaps
- Strategy
- Strategy Alignment
- Strategy Consulting
- Strategy Development
- Strategy to Execution
- Team Leadership
- Technological Innovation
- Themes
- Vendor Negotiation
- Writing
- Marketing Research
- Stakeholder Management
- Business
- Managerial Finance
- Portfolio Management
- Training
- Microsoft Office
- Cross Functional Team Leadership
- Mergers and Acquisitions
David Milligan Summary
- David Milligan, based in Charlotte, NC, US, is currently a Principal, Financial Services Partnerships and New Product Development at Ulysses Partners. David Milligan brings experience from previous roles at KPMG, KPMG Matchi and FNB South Africa. David Milligan holds a 1995 - 1996 MBA @ University of Cape Town. With a robust skill set that includes AI Adoption / AI Strategy, Agile Methodologies, Analysis, Analytical Models, Bank-Fintech Partnerships and more. David Milligan has 3 emails and 5 mobile phone numbers on RocketReach.
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