Verified recordFinancial Services

Annette Davis

VP Continuous Improvement - Continuous Improvement & Automation at Lpl Financial

Based in Belmont, United States

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Seniority

Vp

Department

Other

Location

Belmont

Industry

Financial Services

Company size

14K

Contact information

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Email

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a•••••••@••••••.com

Phone

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Background

About Annette Davis

Accomplished, business transformation executive focused on continuous improvement with extensive experience providing strategic leadership to achieve organizational objectives. Proven track record of leveraging comprehensive business and operations knowledge to develop solutions, optimize resources, and drive results. Demonstrated ability to assemble and empower diverse, high-performing teams with a strong reputation for employee development through effective coaching and mentorship practices. Strategic Leader - Established an enterprise vision and strategy across multiple stakeholders to drive enterprise continuous improvement. Developed multiyear strategic plans to achieve long term margin and revenue goals. GE/iQor/TIAA/LPL Financial Customer Advocate - Drove improvement of customer impacting processes. GE/iQor/BofA/TIAA/LPL Financial Six Sigma Blackbelt - Led the TIAA Academy (White Belt, Green Belt & Black belt certification program) partnered with Senior Leaders to drive operational efficiency. GE/TIAA/LPL Financial Portfolio/Project Management - Managed cross-functional program/projects execution of M&A activities and large-scale projects. GE/iQor/BofA/TIAA/LPL Financial Revenue/Margin Optimization - Refined RFP cost structure, productivity and business integration- iQor Cost Management - Owned operating budgets and lead teams. Site consolidations, organic growth plans, efficiency & effectiveness. GE/iQor/TIAA/LPL Financial Data/Metrics Analytics - Leveraged internal and external data to drive continuous improvement of processes/created senior level presentations. GE/iQor/BofA/TIAA/LPL Financial

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