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Dave Malone
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Dave Malone

Executive in Residence
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Dave is a recently retired seasoned Wealth Management business leader responsible for business technology strategy, project prioritization, funding and implementation of advisor desktop and client facing technologies across a $4 billion annual revenue business, supporting 1900 Advisor teams and 450,000 HNW clients.  He has managed large scale migrations in portfolio management, UMA, trading, AML and key vendor relationships with Broadridge, Temenos, Envestnet, InvestCloud, and Actimize.

Specialities: Strategy, Business Cases, Digital, Change Management, Operational Efficiency, User Engagement, Vendor Management, and Talent Management.

Previous Experience
  • RBC
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Dave

Learn more about the Executive in Residence Program.

Dave Malone
Back to Team

Dave Malone

Executive in Residence
Email IconLinkedIn Icon

Dave is a recently retired seasoned Wealth Management business leader responsible for business technology strategy, project prioritization, funding and implementation of advisor desktop and client facing technologies across a $4 billion annual revenue business, supporting 1900 Advisor teams and 450,000 HNW clients.  He has managed large scale migrations in portfolio management, UMA, trading, AML and key vendor relationships with Broadridge, Temenos, Envestnet, InvestCloud, and Actimize.

Specialities: Strategy, Business Cases, Digital, Change Management, Operational Efficiency, User Engagement, Vendor Management, and Talent Management.

Previous Experience
  • RBC
Expertise
Up Close with
Dave

Learn more about the Executive in Residence Program.

Latest Insights from

Dave

Latest Insights

Cybersecurity in Wealth Management: How to Protect Against Bad Actors
Cybersecurity in Wealth Management: How to Protect Against Bad Actors
Insight

Cybersecurity in Wealth Management: How to Protect Against Bad Actors

What I’ve Seen: Challenge Legacy Processes for Operational Efficiency
What I’ve Seen: Challenge Legacy Processes for Operational Efficiency
Insight

What I’ve Seen: Challenge Legacy Processes for Operational Efficiency

Latest Insight from

Dave

Latest Insight

Cybersecurity in Wealth Management: How to Protect Against Bad Actors
Insight