1. DAVID WALKER
42 Crosby Avenue, Richmond Hill ON, L4C 2R2 | Tel: (647) 896-2622 | Email: david.walker5@sympatico.ca
ersatile results-oriented Professional adapt in client project management, team management, online application and product
development in the delivery of business solutions accrued within a career in the technical and business circles . Adapt and versatile
when managing direct reports both domestic and international allowed natural leadership skills to develop. A grounding combined
with vendor accountabilities ensures business value in all initiatives. Applies a customer centric view that is appreciated for its perspective,
accountability and integrity.
V
CORPORATE EXPERTISE
• Global Team Management
• Wealth management Application Development
• Client Service
• Corporate Presentations
• Wealth Management Requirement Delivery
• Wealth Management Project Management
• Service Delivery Management
• Wealth Management Application Training
CAREER HIGHLIGHTS
• Built two Client Servicing teams
• Built Business Analyst teams.
• Wealth Management Application Managing
• Global Product Development Project Managing
• Wealth Management Consulting and Management
• Increased revenue by 200,000 by acquiring new
clients and redefining vendor partnerships.
• Online Application Product Development
• Stakeholder Partnerships
• Wealth Management Client Service and Project
team delivery
BUSINESS ANALYST
Millennium Research Group September 2014 to February 2015
Partnered with in-house and technology teams for business and technology solutions for online software application product development.
In agile environment
• Facilitate the creation of business requirements specifications on the redevelopment of online analytical application for medical use
and reporting within the Untied States.
• Proactively communicate and collaborate with external clients and internal groups to analyze information needs and functional
requirements and deliver the following artifacts as needed: (Functional requirements and Use Case Requirements Documents and
Wire Fame Development).
• Managed relationships (internal and external) with Development, Applications Support, Architectural teams and business
stakeholders to ensure business and technical product requirements are realized and project levels were met.
• Partnered with client and in house executives at the director level, VP levels in defining new business process to streamline online
application projects work segments tied to client service delivery.
PRODUCT ANALYST March 2014 – June 2014
TD Wealth Management
Retained to TD Wealth Management in the design and managing of work solutions for new online vendor based software portfolio
management system tied to TD Waterhouse Online Trading and Retail Brokerage business segments.
• Delivered business solutions from interview process to deliver requirements tied to the integration of new online portfolio
performance tracking segment by working with vendor and in-house teams tied to the TD Waterhouse online trading
• Managed, and facilitated Wealth Management business discussions around business and technology requirements for the integration
of online application encompassing portfolio management, CRM, third party trading platform and email for the retail trading division
• Partnered with training and development team on Canada wide training of portfolio management software platform encompassing
CRM portfolio modeling, client service managing
• Managed change management processes with Vendor for technical and product development tied to in-house teams and provided
conflict resolution for specific solutions and programs.
• Partnered on the portfolio and CRM based application software to identify bugs and application issues to institute change and resolve
issue management for the bugs and defects.
BUSINESS ANALYST November 2013 – February 2014
TD Wealth Management

2. Retain by TD Wealth to manage relationships between various business levels from C level executives to Wealth Asset Managers in
partnerships in the development and deployment of portfolio managing software development related systems for Wealth Management
business sectors.
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CAREER HIGHLIGHTS CONTINUED…
• Streamlined project processes to better align business and technology requirement models tied to project process controls to
achieve greater understanding for relationships levels on technology and business understanding.
• Partnered with learning and development on training of portfolio management application presentations across Canada for
Financial planning, operations teams and investment advisor teams.
• Partnered with Development teams for assigned business lines to assess, research, analyze and document functional business and
analytical system needs to create functionality and resolve issues and conflicts by recommending business solutions that met sponsor
and stakeholder tight deadline needs.
• Provided Retail Wealth Advisory units with personalized investment systems support and technology formal training focused to
provide guidance on Portfolio Management Modeling, CRM, Trading to investment products and client relationship marketing.
• Ensured that Manager/Senior Manage and stakeholders were kept informed of all unresolved and resolved issues and deviations
from plans through timely and documented reporting in the software development life cycle process to resolve conflicts in tight
deadlines
BUSINESS CONSULTANT INTERNATIONAL PRODUCT DEVELOPMENT November 2011- October 2013
David Walker Consulting,
Launched this independent consulting venture to secure global marketing presence for Canadian Companies through defined relationships
through self directed and corporate marketing.
• Managed Canadian client project partnership business case projects to manage the market requirements analytical analysis, product
segmentation through the development of trusted partnerships with overseas relationships to support the company’s presence in the
Shanghai marketplace.
• Negotiated, secured and finalized product contracts by leveraging a motivated relationship-based attitude and succeeded in winning
hundreds of thousands of dollars in shipment contracts on behalf of the client.
• Strategically positioned the Canadian beverage company in Shanghai’s higher end retail stores and capitalized on this advantage to
secure continual contracted partnerships for product distribution in Shanghai and the surrounding region.
• Orchestrated a systematic marketing analysis of the Shanghai market harnessing existing contacts to navigate bureaucratic “red tape”
and cultivate trust with counterparts operating in China.
• Strategically positioned the Canadian beverage company in Shanghai’s higher end retail stores and capitalized on this advantage to
secure continual contracted partnerships for product distribution in Shanghai and the surrounding region.
CLIENT SERVICE TEAM MANAGER September 2010 - October 2011
Guestlogix
Brought on board to assume a key leadership role in launching the firm’s global client servicing team focused on project delivery, system
refinement, business system and business management to establish a strategic global experience direction for the service team.
• Defined the client project/product service strategy and creation of a multi-functional Client Servicing Team comprising quality
assurance, developers and business analysts and support desk to support online application and POS systems for global based Airlines.
• Partnered at the Director, Vice President and Manager Levels and client account sales team’s stakeholders in client project consulting in
the defining specifications and adaptation design management of new third party vendor online application products for client business
case projects tied to the global airline industry.
• Managed the online system through problem and conflict resolution, team on call support, application change management process,
requirements. Problem ticket resolution and release management process for software development, system failures, and third party
vendor application product delivery management with in global Itil frameworks.
• Presented at global company client days on the development of the new clients services team in terms of statistical achievements of the
service team for product management, system response problem resolution.
• Partnered with global IT operation teams on the implementation of Sales force on a global base platform customized to drive
communication marketing and business segments to drive revenue.
• Monitored the performance of agreements and the overall relationship with vendors, including the administration of performance
measure programs and scorecards to ensure adherence to SLA’s, KPI’s and operational and finance targets aligned with ongoing
monitoring for client servicing.
• Worked with the human resources to manage the talent acquisition process for new committed team members and partnered on the
learning and development phase for the new team members and monitored performance levels.

3. • Managed client stakeholder partnerships with senior client teams and in-house management to identify new online application
software product development specification offerings and the integration of said offerings to our online application and POS based
payment system tied to retail banking, credit card systems through third party vendor.
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BUSINESS ANALYST August 2006- September 2010
CGI Wealth Management
Engaged by GCI Wealth Management to provide consultation at client level on the development and rebuilding of online trading application
for the Retail Brokerage Industry.
• Consulted on client projects in terms of business case project scope, structured business specification requirements analysis process
through client business teams and in-house teams in the development and rebirth on online trading application to be marketed to retail
brokerage industry.
• Partnered technical development teams on the development of the technical requirements driven from the understanding of the
business requirements for online trading application based on the first phase for equity based trades.
• Engaged internal and external stakeholders in all aspects of client implementation, application design planning, delivery and organizing
significant client change initiatives and presented formal training on new application segments
• Partnered on the redevelopment new regulatory requirements for business analysis, functional requirements for application design
and upgrading for book of record system segments with IT operation teams
• Monitored project milestones and work packages in terms of client partnerships and overall post-implementation review to ensure
compliance with service level agreements and related contractual commitments.
• Instituted reporting and programming structures for project status reports to highlight issues critical to department leaders, account
managers and executive-level personnel.
RELATIONSHIP MANAGER February 2005 to July 2006
MRS Company Limited
Handpicked to join this company to secure critical client service contracts for Wealth Management with Canadian banks and assuming
authority for the procurement of projects through business analysis and testing and deployment process.
• Provided client service engagement consultations for business case development at the director level to define secure key financial
banking industry tend projects resulting in a new $200K revenue stream,
• Worked with executive groups in the defining of new contractual RIF and RFP project commitments for process to align by the third
party vendor to determine their commitment to client and Canadian industry as a whole in moving software forward in current market
conditions.
• Determined client priorities and objectives in the form of vendor project and product management assessments through requirements
gathering resulting in the renegotiation and definition of new contractual commitments with executive teams to assess risks associated
with vendor management.
BUSINESS ANALYST September 2004 - December 2004
Davis & Henderson D+H (Filogix)
Tapped to build integrated team to ensure the visibility for online mortgage application in terms of requirements analysis, project managing
quality control and supporting the sales process.
• Liaison with client business on analysis process in the defining of online mortgage application requirements through liaisons with
business and development groups to define business requirement.
• Managed the relationship process to present a solid understanding of the online mortgage application to the technology teams to drive
the technology computer software requirements.
• Built integrated project and business analyst team reporting structures to ensure the reporting process of various projects were open to
all levels of staff both in house and at a global level to define project and product delivery.
• Worked with the business and development groups to present the technical and business requirements to Quality control group to
create test case through the understanding of the business and technology requirements.
• Provided sales and marketing support at key trade show event to demonstrate application to various market segments with in the
financial market sector.
SENIOR BUSINESS ANALYST March 2003 - August 2004
International Financial Data Services

4. Recruited by this Stock Transfer services firm to manage overseas third party project relationships with global vendors in the delivery of
assigned project segments, for business requirements in the migrating of old DST financial clients database to New DST database system.
• Supported the project packages for the business analysis development, testing teams by conducting or ensuring walkthroughs,
providing clarification and facilitating issue resolution and reporting back to management levels on project milestones.
• Successfully provided business analysis, functional design, testing and deployment of major banking mutual fund reporting system
from client older system to new application processes.
• Orchestrated a review processes for a six member team to establish project timelines and risk management matrices to guide
project
milestones both in house and overseas development.
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BUSINESS SYSTEM ANALYST May 2000 – December 2002
IBM/SIS Wealth Management
Retained by this IBM affiliated provider of fully-scoped IT solutions to enterprise clientele as Senior Business Analyst for the Brokerage back
office system tied to online and retail brokerage environments and portfolio management online application systems.
• Partnered with wealth management clients and wealth management divisions in the defining business case for business and functional
project requirements tied to client project requirements for online trading and back office systems and applications and operational
procedures scheduled within tight deadlines
• Managed corporate relationships for continues improvement ensuring and sharing of "joint" visionary of business requirements
and project goals and outcomes through the defining and system partnerships.
• Accountable for the operational aspects of implementation and risk management, acceptance testing execution, pre and post
implementation in support of retail and online trading systems an on-going monitoring of systems
• Defined and worked collaboratively on implemented training and development through partnering with IBM corporate training
division for corporate clients in the financial sector marketplace.
MANAGER CLIENT SERVICES SUPPORT June 1994 – April 2000
TD WEALTH MANAGEMENT
Joined this national financial services firm to build and manage an IT Help Desk. Tasked with supporting Canada-wide client’s retail
brokerage, Asset Management in terms trading and portfolio software applications, back office systems, vendor management and providing
guidance to clients in daily operational activity for wealth management and capital markets compliance, equity research, private investment.
• Managed wealth management investment Help Desk Servicing team of five in the supporting retail brokerage investment systems
pertaining investment portfolio and trading applications, back office systems and trade order management systems in an on call
environment.
• Managed 3rd
party market data vendors in terms of SLA contract requirements tied into investment and trading systems vendors in
terms of performance levels through regular vendor risk assessments pertaining to vendor governance to ensure alignment to existing
contracted services and ongoing monitoring of systems.
• Partnered on the project development and business requirements, testing and development of new retail investment advisor
desktop which was deployed across Canada.
• Managed the new investment advisor on boarding process in terms of client data migration and technology systems, partnering
with training and development for new people through formal training sessions
• Monitored and service tracking issues and conflicts on daily operational escalated systems issues by partnering with business and
technology partners in the resolution leading to resolving conflicts and enhanced system refinements.
• Ensured the team met IT and governance policies related to the servicing and managing of client solution processes in prescribed
service level and IT practice agreements to ensure team development.
INVESTMENT SOFTWARE AND SYSTEMS
ISM, E-settlement CGI, Dataphile , Croesus CRM, Act CRM, Goldmine, SalesForce, Mview, Mvest, Reuters, Temenos, iFast, Morningstar, Maximizer
CRM, Price Metrix , Jovus Blue Curve, Thomson One, Fundata, SimCorp, CDS, Bloomberg, Retail banking POS systems.
BUSINESS TOOLS
Microsoft Office suite (Microsoft Word, Outlook, Excel, Power Point, Project and Visio)
ENVIRONMENTS
Waterfall, Agile, Itil

5. EDUCATION & PROFESSIONAL DEVELOPMENT
Diploma in Banking & Financial Management, Humber College, Toronto ON, Diploma in International Business, Seneca College,
Diploma in Business Systems Administration, CDI College, Toronto ON, Studies in Business Analysis, McMaster University, Microsoft
Administration | Investment Funds Institute of Canada , IBM Canada: E-Business, Networking, Project Management, Negotiation
Currently Studying Anti Money Laundering CSI

6. EDUCATION & PROFESSIONAL DEVELOPMENT
Diploma in Banking & Financial Management, Humber College, Toronto ON, Diploma in International Business, Seneca College,
Diploma in Business Systems Administration, CDI College, Toronto ON, Studies in Business Analysis, McMaster University, Microsoft
Administration | Investment Funds Institute of Canada , IBM Canada: E-Business, Networking, Project Management, Negotiation
Currently Studying Anti Money Laundering CSI