David S. Joyce
Client Experience Director at Cutter Associates- Claim this Profile
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Bio
Catherine Lally
David is a highly talented finance leader who can work outside his comfort zone in delivering demanding results while fostering high caliber teams. David's work style is rooted in high professionalism, strong ethics and integrity, unquestionable objectivity, and creativity. His actions are always measured and thought out and he can easily navigate political waters in meeting business objectives. I highly recommend David.
Michael Davis
I had the pleasure of working with David for 16 years at AIG. David is a high energy, intelligent, very professional, and detailed oriented individual with an outstanding work ethic. He is an excellent manager with a highly responsive, results oriented approach. David has many years of experience and extensive knowledge in the areas of capital markets and investments operations, applying technology and developing creative solutions to solve complex problems. He is also just a well rounded executive who been successful in a broad range of responsibilities, from managing regulatory relationships, to leading transformational initiatives, to facilities management. I very much hope I am lucky enough to work with David again.
Catherine Lally
David is a highly talented finance leader who can work outside his comfort zone in delivering demanding results while fostering high caliber teams. David's work style is rooted in high professionalism, strong ethics and integrity, unquestionable objectivity, and creativity. His actions are always measured and thought out and he can easily navigate political waters in meeting business objectives. I highly recommend David.
Michael Davis
I had the pleasure of working with David for 16 years at AIG. David is a high energy, intelligent, very professional, and detailed oriented individual with an outstanding work ethic. He is an excellent manager with a highly responsive, results oriented approach. David has many years of experience and extensive knowledge in the areas of capital markets and investments operations, applying technology and developing creative solutions to solve complex problems. He is also just a well rounded executive who been successful in a broad range of responsibilities, from managing regulatory relationships, to leading transformational initiatives, to facilities management. I very much hope I am lucky enough to work with David again.
Catherine Lally
David is a highly talented finance leader who can work outside his comfort zone in delivering demanding results while fostering high caliber teams. David's work style is rooted in high professionalism, strong ethics and integrity, unquestionable objectivity, and creativity. His actions are always measured and thought out and he can easily navigate political waters in meeting business objectives. I highly recommend David.
Michael Davis
I had the pleasure of working with David for 16 years at AIG. David is a high energy, intelligent, very professional, and detailed oriented individual with an outstanding work ethic. He is an excellent manager with a highly responsive, results oriented approach. David has many years of experience and extensive knowledge in the areas of capital markets and investments operations, applying technology and developing creative solutions to solve complex problems. He is also just a well rounded executive who been successful in a broad range of responsibilities, from managing regulatory relationships, to leading transformational initiatives, to facilities management. I very much hope I am lucky enough to work with David again.
Catherine Lally
David is a highly talented finance leader who can work outside his comfort zone in delivering demanding results while fostering high caliber teams. David's work style is rooted in high professionalism, strong ethics and integrity, unquestionable objectivity, and creativity. His actions are always measured and thought out and he can easily navigate political waters in meeting business objectives. I highly recommend David.
Michael Davis
I had the pleasure of working with David for 16 years at AIG. David is a high energy, intelligent, very professional, and detailed oriented individual with an outstanding work ethic. He is an excellent manager with a highly responsive, results oriented approach. David has many years of experience and extensive knowledge in the areas of capital markets and investments operations, applying technology and developing creative solutions to solve complex problems. He is also just a well rounded executive who been successful in a broad range of responsibilities, from managing regulatory relationships, to leading transformational initiatives, to facilities management. I very much hope I am lucky enough to work with David again.
Experience
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Cutter Associates
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United States
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Investment Management
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1 - 100 Employee
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Client Experience Director
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Jul 2022 - Present
Cutter Associates provides independent research, custom benchmarking, and a global consultancy for the asset and wealth management industry. Investment companies around the world of all sizes turn to us for trusted insights and expert advice on the technology, trends, and client demands that are shaping the present and future needs of the investment management industry. As the Director of Client Experience, I help Cutter's clients stay out in front of their industry's challenges and trends by connecting them to the right content, affinity groups, peers, analysts and consultants across Cutter's global network.
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David S Joyce Advisers Inc.
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Greater New York City Area
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Transformation | Innovation | Leadership | Operational Excellence
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2016 - Jul 2022
A trusted and highly sought-after adviser to asset management, insurance and investment firms in the areas of business and operations strategy, new operating models, infrastructure, change leadership, and project/program management. Clients: - Fin Tech - Leading derivatives and commodities trading platform provider of cloud resident and transparent source-code software. * Customer Success Manager * Client implementation project manager * Devise and implement Internal policy and processes that support scalable business practices - Asset Manager - Institutional, Global Family Office & Private Wealth Management * De facto head of operations * Implementation of Charles River * Led internal operating improvements - Life and P&C Insurer, Investments Division: * Orchestrated the ~$100 million asset integration from an acquisition * Designed and implements a derivatives program - front, back and middle office functions within Blackrock's Aladdin * Conceived and formalized a project management governance and structure * Evolved the culture from a business-as-usual to a growth mind-set - Global Asset Manager: * Guided the renovation of their derivatives program using Cloud Margin and TriOptima * Conceived and executed an EMIR regulatory reporting strategy * Provided vision and project leadership to the development of a proprietary Client Management application - Global Asset Manager: * Advised internal audit during their audit of the firm's global OTC derivatives business * Developed and presented a CPE credit-eligible OTC derivatives training course to the firm's global internal audit staff.
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AIG
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United States
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Insurance
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700 & Above Employee
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GLOBAL INVESTMENT OPERATIONS EXCELLENCE, RISK MITIGATION and TECHNOLOGY TRANSFORMATION
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2011 - 2016
Selected to lead 40+ employee, multi-disciplinary teams supporting Investment Operations, Life Assets, Regulatory & Compliance, IT functions and facilities management. Spearheaded the design and execution of strategic global control and technology initiatives by effectively leveraging resources, technical experience, and regulatory subject matter expertise. Selected to lead 40+ employee, multi-disciplinary teams supporting Investment Operations, Life Assets, Regulatory & Compliance, IT functions and facilities management. Spearheaded the design and execution of strategic global control and technology initiatives by effectively leveraging resources, technical experience, and regulatory subject matter expertise.
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AIG
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United States
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Insurance
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700 & Above Employee
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GLOBAL DERIVATIVE OPERATIONS and CHANGE MANAGEMENT
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2005 - 2010
AIG Financial Products Corp. Led the Derivative Margin Operations team through the challenges of the Financial Crisis. Dealt directly with sensitive counterparty collateral calls, sustained staff's focus and professionalism, garnered resources to meet demands and provided expedient reporting and subject matter expertise to senior AIG management, the U.S. Treasury and Federal Reserve officials. AIG Financial Products Corp. Led the Derivative Margin Operations team through the challenges of the Financial Crisis. Dealt directly with sensitive counterparty collateral calls, sustained staff's focus and professionalism, garnered resources to meet demands and provided expedient reporting and subject matter expertise to senior AIG management, the U.S. Treasury and Federal Reserve officials.
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AIG
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United States
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Insurance
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700 & Above Employee
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CAPITAL MARKETS OPERATIONS
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1995 - 2004
AIG Financial Products Corp. Managed the Operations team supporting Stable Value Wrap ($50 billion book value) and Municipal Guaranteed Investment Contract ($15 billion portfolio) businesses. Led front-to-back workflow optimization and change management initiatives as both products experienced dramatic growth during my tenure. AIG Financial Products Corp. Managed the Operations team supporting Stable Value Wrap ($50 billion book value) and Municipal Guaranteed Investment Contract ($15 billion portfolio) businesses. Led front-to-back workflow optimization and change management initiatives as both products experienced dramatic growth during my tenure.
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HSB - Hartford Steam Boiler
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United States
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Insurance
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700 & Above Employee
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CORPORATE ACCOUNTANT
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1992 - 1995
Hired out of college internship program and prior to graduation as a member of the corporate accounting team. Contributed desired financial instrument knowledge that improved the investment accounting function. Improved assets pricing models and sources, introduced new processes and technologies, reduced the monthly financial statement close process by 2 days. Hired out of college internship program and prior to graduation as a member of the corporate accounting team. Contributed desired financial instrument knowledge that improved the investment accounting function. Improved assets pricing models and sources, introduced new processes and technologies, reduced the monthly financial statement close process by 2 days.
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Education
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University of Hartford
Bachelor of Science, Finance and Insurance
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