
Marlo David
Senior Analyst

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About me
Highly experienced senior executive. Leadership and Management, Strategy and Change Management, Transformational Leadership, Governance, Crisis Management, Portfolio/Program/Project Management, Data Science, AI
Education

Stanford University Graduate School of Business
2020 -Executive Education - Leading Strategy from Development to Execution
The Wharton School
2020 - 2020Executive Education Program Leadership and Management
De La Salle University
2001 -St. Miguel Fellow
Harvard Business School
2020 -Executive Education - Crisis Management for Leaders
De La Salle University
1984 - 1988Bachelor of Science in Computer Science Major in Information TechnologyActivities and Societies: Computer Science Society, Association for Advancement of Karatedo (AAK), DLSU Tae Kwon Do, Student Catholic Association (SCA), DLSU Task Force, Class Debating Team
Experience

Philips
Jan 1989 - Jan 1990Senior Analyst- Mr. David conducted business analysis and integration of ATMs of different consortium banks (Megalink Project) to allow cross ATM transactions among them. This entailed requirements gathering on the business and transactional level, creation of functional specifications and mapping of field level data.- Mr. David analyzed and updated the Hotel Information System of an international hotel to enable posting of call management transactions from their PABX system.- Mr. David gathered and analyzed new requirements from US and local banks to update their existing CASA and ATM systems.- Mr. David created functional specification based on gathered requirements to the used by developers for the enhancement of the existing CASA and ATM systems.- Mr. David conducted functional and system testing of the enhanced system. Show less

EY
Jan 1991 - Jan 1993Consulting Manager- Mr. David managed the Application Development Group.- Mr. David managed the C.A.S.E. (Computer Aided Systems Engineering) Group.- Mr. David managed the creation of an Information Strategy Planning for one of the major food manufacture in the Philippines.- Mr. David managed full Systems Development Lifecycle (SDLC) of an Accounting and Loans Systems for one of the biggest housing development company in the Philippines. This entailed doing Strategy Planning, Business Analysis, Business System Design, Technical Design, Systems Development, Systems Testing, User Acceptance Testing, and Transition.- Mr. David managed the system migration and financial package implementation (ERIC System) of one of the biggest bottle manufacturer in Asia Pacific.- Mr. David managed the financial package implementation to one of the leading clothes manufacturer in the Philippines.- Mr. David managed full Systems Development Lifecycle (SDLC) of an inventory system for an international furniture dealer and exporter (Far East Furniture). This entailed doing Strategy Planning, Business Analysis, Business System Design, Technical Design, Systems Development, Systems Testing, User Acceptance Testing, and Transition.- Mr. David conducted training and implementation of Process Management and C.A.S.E. (Computer Aided Systems Engineering) tools to one of the biggest softdrink company in the world.- Mr. David conducted training and implementation of Process Management and C.A.S.E. (Computer Aided Systems Engineering) tools to one of the leading multinational manufacturing company in the Philippines.- Mr. David conducted training and implementation of Process Management and C.A.S.E. (Computer Aided Systems Engineering) tools to one of the leading petroleum company in the Philippines. Show less

Genpact Headstrong Capital Markets
Jan 1994 - Jan 2008Managing ConsultantMr. David as a Program Manager have accomplished the following:- Instituted and implemented program management at the third largest retail grocery in Sydney, Australia- Implemented Change Management program which streamlined and cut across the different departments. – Franklins Ltd. Sydney, Australia- Set-up and implemented program management at one of the leading aerospace company in Sydney, Melbourne, and Perth, AustraliaMr. David as Asst. Regional Process Dev't Manager - Asia Pacific have accomplished the following:- Oversaw and Q.A. projects in Asia Pacific Region to make sure it is of the highest standard and is on time and in budget.- Coached management and staff throughout the Asia Pacific Region on project management, process management and various methodologies (e.g. Information Engineering/Waterfall, RAD, IE-RAD, Client Server, Systems Redevelopment, Value Stream Approach, Business Reengineering, Business Process Redesign).- Coached project managers on how to set-up and manage their projects using the P.A.C.E Project Management Framework.- Created the Enterprise Strategy Planning Methodology.-Conducted speaking engagements at different universities on Program, Project and Process Management and Best Practices in the I.T. industry.Mr. David have received the following accolades:- Absolute Digital Business plaque, for leadership and dedication in coaching management and staff about the Digital Business and eSolution. – Headstrong Headquarters in Fairfax, Virginia USA- WOW awards for superior Customer Satisfaction – Headstrong Sydney, Australia- Plaque of Appreciation on Oracle Open World – Oracle Corporation- Plaque of Appreciation for Process Management and I.T. Best Practice Seminar - St. Paul College, Manila Philippines- Certificate of Appreciation for Process Management and I.T. Best Practices Seminar - De La Salle University, Manila Philippines- De La Salle University - St. Miguel Fellow Show less

Innodata Inc.
Jan 2001 - Jan 2002Assistant Vice President - Worldwide- Mr. David oversaw and managed the operation of the seven (7) different departments in the Philippines, USA, UK, India, and Sri Lanka. These departments are: * Project Analysis Department * Contract and Documentation Department * Project Implementation Department * Research and Development Department * Quota Setting Review Department * Process Improvement Department * Special Project Department.- Mr. David managed specific client requirements and expectation from proposal stage until project delivery.- Mr David managed major projects such as: * Amazon.com - data transformation of books to XML format. This enabled the buyers to browse the contents of book that they intend to buy. * Bloomberg – data transformation of images, books, and e-files of state and federal decisions, court cases, state and federal laws to XML format. This is to be use by their subscriber base. * New York Times – data transformation of their newspaper since 1700-2000 in microfilm format to XML format. * Elsevier – data transformation of journals to XML format to be use by their subscriber base.- Mr. David managed the relationship with multiple US clients. Show less

IBM
Feb 2009 - May 2017Executive Program & Project Manager- Mr. David managed the configuration, development and implementation of multi-million dollar programs and complex projects with a team of IBM Architects, IT Specialists and Consultants from IBM USA, UK, Australia, Germany, China, Japan, Singapore, Philippines, Vietnam, Thailand and India.- Mr. David also directly managed the group of IBM Architects, IT Specialists and Consultants that belong to the WebSphere, Rational and Event Management Brands/Verticals.- Mr. David managed implementation of IBM projects on Cloud, API, Analytics, and SOA using Agile Methodology.-Mr. David managed and dealt directly with senior executives and C level clients such as EVP, SVP, CIO, CTO, CFO, VP).Mr. David have received the following accolades:- IBM Top Talent 2016- IBM Top Talent 2015- IBM Project Team of the Year 2014 - IBM Asia Pacific (Awarded to the project team that was responsible for the most exemplary project for 2014) - awarded in IBM Singapore- IBM Bayanihan Award 2013 (Division Excellence Award - Project Team)- IBM Bayani ng Bayan Award 2011 (Division Excellence Award) Show less

Führung Arête Global Consulting
May 2017 - Mar 2019CEO and President
JPMorganChase
Mar 2019 - Aug 2020Vice President - CIB CAS Market and Strategy NA, and EMEAMr. David was a Vice President in the JPMorgan Chase & Co - Corporate Investment Bank under the Customer Account Services Market and Strategy group. He was also responsible for Global Management & Other Non-Business Aligned, Digital & Platform Services, and CIB Operations. He instituted and managed the company’s Data Governance Program which affects the different Line of Business of the firm. He works closely with the different heads of the JPMC’s LOBs to ensure that their respective LOBs are aligned to the company’s Data Governance Program. This program consists of several projects, which are the Data Landscape, Data Lineage, Data Quality Management, Data Dictionary, and Change Management. He also managed the resolution of enterprise data issues using Data Analytics and Artificial Intelligence and the institution and incorporation of Data Retention Period Guidelines on enterprise systems in accordance with SEC 17a-4 and SEC Rules on Data Retention on a per country basis. Show less
Licenses & Certifications
- View certificate

Digital Transformation
LinkedInJul 2023 - View certificate

On Leadership by Jeff Weiner
LinkedInSept 2020 - View certificate

RPA, AI, and Cognitive Tech for Leaders
LinkedInJun 2023 - View certificate

Data Rights Foundations
LinkedInAug 2023 
Agile - IBM Leadership Academy
IBMFeb 2016
Sharing a Vision
SkillsoftFeb 2023- View certificate

Managing High Potentials
LinkedInJan 2020 - View certificate

Mergers & Acquisitions
LinkedInFeb 2020 - View certificate

Mastering Data Governance and Ethics
LinkedInOct 2023 - View certificate

Managing Globally
LinkedInJun 2023 - View certificate

Global Strategy
LinkedInFeb 2020 
Becoming a Thought Leader
LinkedInDec 2019
Leadership Strength
IBMFeb 2016- View certificate

Foundations of the Fourth Industrial Revolution (Industry 4.0)
LinkedInJun 2023 - View certificate

Transformational Leadership
LinkedInJan 2020 
Leadership Training - IBM Global
IBMMay 2011
Digital IBMer
IBMNov 2012- View certificate

Learning Data Governance
LinkedInAug 2023 
IBM Contracting for Project Managers
IBMOct 2010- View certificate

Managing the Global Firm
Wharton OnlineOct 2020 
Managing Risk
JPMorganChaseJun 2020
2018 Global AML Enterprise Training
JPMorganChaseMay 2019
ERISA Investor Coding
JPMorganChaseMay 2019- View certificate

Executive Leadership
LinkedInDec 2019 
Global AML Enterprise Training
JPMorganChaseJul 2020
IBM Project Management Orientation
IBMJun 2010- View certificate

Innovating Out of Crisis
LinkedInMar 2021 
IBM Team Solution Design
IBMSept 2010
Global Privacy Awareness
JPMorganChaseMay 2019
IBM Managing Interpersonal Relationships
IBMSept 2010- View certificate

Leading Globally
LinkedInJan 2020 
CIB Complaints Handling
JPMorganChaseMay 2019
2019 Antitrust Training
JPMorganChaseMay 2019- View certificate

Developing Executive Presence
LinkedInDec 2019 
Leading with Executive Presence
SkillsoftFeb 2023
Blue Leaders Unite
IBMFeb 2016- View certificate

Leading in Crisis
LinkedInMar 2021 
Cybersecuirty Awareness
JPMorganChaseJul 2020
IBM Demo to Win
IBMJun 2010
Global Transfer Standards Training
JPMorganChaseJan 2020- View certificate

IBM Design Thinking Practitioner
IBMAug 2016 - View certificate

Crisis Communication
LinkedInMar 2021 
DIgital IBMer
IBMNov 2012
Taste of Agile
IBMApr 2017
IBM Financial Management for PMs
IBMNov 2010
Transformational Leadership
IBMFeb 2016
IBM Value Solution Design
IBMSept 2010
Global Customer Segregated/Client Money Account Training - Treasury Services and Investment Services
JPMorganChaseMay 2019
IBM Project Management Fundamentals
IBMJul 2010
Foundations for Business Execution
IBMJun 2005- View certificate

Managing and Motivating Talent
Wharton OnlineOct 2020 - View certificate

Strategic Management: Competitive and Corporate Strategy
Wharton OnlineNov 2020 - View certificate

Leadership in the 21st Century
Wharton OnlineOct 2020 - View certificate

Wharton Online Alumni
Wharton OnlineNov 2020 - View certificate

Leadership and Management Certificate Program
Wharton OnlineNov 2020
Honors & Awards
- Awarded to Marlo DavidJPMorgan Chase & Co. - Enterprise Data Analytics Team Recognition JPMorgan Chase & Co. Feb 2020
- Awarded to Marlo DavidJPMorgan Chase & Co - Asset Wealth Management Business Operation Team Recognition JPMorgan Chase & Co. Dec 2019
- Awarded to Marlo DavidJPMorgan Chase & Co. Recognition JPMorgan Chase & Co. Oct 2019
- Awarded to Marlo DavidJPMC Team Recognition JPMorgan Chase & Co. Sep 2019 A great team and winning culture.
- Awarded to Marlo DavidIBM Top Talent 2016 IBM Dec 2016
- Awarded to Marlo DavidIBM Top Talent 2015 IBM Dec 2015
- Awarded to Marlo DavidIBM Project Team of the Year 2014 - Asia Pacific Region IBM Jan 2015
- Awarded to Marlo DavidIBM Bayani Award 2013 (Division Excellence Award) IBM Dec 2013
- Awarded to Marlo DavidIBM Bayani ng Bayan Award 2011 (Division Excellence Award) IBM Dec 2011
- Awarded to Marlo DavidAbsolute dbiz (Digital Business) for Global Leadership Headstrong Worldwide Jan 2006
- Awarded to Marlo DavidWOW Award - Global Headstrong Australia Mar 2005 For superior customer satisfaction for implementing a Change Management Program for Franklins Australia.
- Awarded to Marlo DavidPlaque of Appreciation on Oracle Open World Oracle Corporation Jun 2003
- Awarded to Marlo DavidPlaque of Appreciation for Process Management and I.T. Best Practice Seminar - St. Paul College St. Paul College, Manila Philippines Sep 2002
- Awarded to Marlo DavidCertificate of Appreciation for Process Management and I.T. Best Practice Seminar - De la Salle University De la Salle University, Manila Philippines Dec 2001
- Awarded to Marlo DavidDe la Salle University - St. Miguel Fellow De la Salle University Oct 2001
- Awarded to Marlo DavidCustomer Service Excellence Award Philips Electronics and Lighting Aug 1989
- Awarded to Marlo DavidAchievement Award Citytrust Bank May 1988
Volunteer Experience
Assist in the Transition from People Power Government to Transition Government
Issued by Malacanang Task Force on Feb 1986
Associated with Marlo David
Languages
- enEnglish
- geGerman
- spSpanish
- taTagalog
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