Daniel Coulter

About Daniel Coulter

Innovative leader with strong background in agile product delivery, and business transformation. I am recognized for my ability to understand product market fit and create products that solve complex problems for B2B, B2C, and operational product lines. I have expertise in running agile teams, product road mapping, PI planning, user story writing, product marketing, and strategic decision making. I am often sought to consult on projects in crisis and turn them around. Key Accomplishments• Product Manager responsible for redesign and launch LPL’s client facing web and mobile platform - Enhanced client experience focused on solving client needs and experience - Delivered cost saving features designed to save 31M in operating costs annually• Translated customer feedback, market insights, and business needs to deliver on-time and on-budget LPL’s first integrated model management trading platform• Facilitated the shift from waterfall to agile within multiple product verticals• Created and hosted an organizational training series, bringing leaders together to break down silos and empower change and technology adoption • Responsible for presenting Product and Technology strategy, for LPL’s national conferences Professional Skills• SAFe 5 Certified Product Owner/Product Manager with experience leading multiple agile teams• Experience leading teams with Scrum, SAFe, and Kanban agile methods• Product and project management research, analysis, and strategy • Public speaking, training, facilitation, and coaching

Experience

1. Senior Product Manager Mobile

   Vanguard

   Aug 2022 — Present · Charlotte, NC, US

Education

• Reforge

  Product Management

• UC San Diego

  BA, Philosophy

  2003 — 2005

• USC Marshall School of Business

  Professional Certificate, Executive Leadership Skills

  2015

Skills

• Business Development
• Instructional Design
• Integrity
• Series 66
• Coaching
• Lms Integration
• Uniform Combined State Law
• Management
• Team Building
• Indesign
• Needs Analysis
• Business Process Improvement
• Series 63
• Financial Services
• Employee Training
• Securities
• Public Speaking
• Project Management
• Finra
• E-Learning
• Learning Management
• Investments
• Process Improvement
• Mutual Funds
• Lectora
• Virtual Communities
• Instructor-Led Training
• Leadership
• Blended Learning
• Organizational Development
• Training Delivery
• Training
• New Business Development
• Captivate
• Learning Management Systems
• Customer Service
• Leadership Development
• Finance
• Skytap
• Series 7