Dan Truax-Weston

About Dan Truax-Weston

I specialize in wealth management platform delivery, turning strategic roadmaps into measurable product outcomes. Over the past 14 years at LPL Financial, I’ve grown from Senior Project Manager to VP, building and scaling delivery organizations across QA automation, product ownership, and enterprise portfolio management.In my current role, I direct a $28M technology portfolio supporting 18 Agile teams, delivering monthly executive briefings to SVPs while driving a 30% increase in client adoption and 278 production releases. I’ve personally built the Scrum Master and Release Train Engineer leadership layer, established RICE-informed governance, and integrated generative AI tools into portfolio reporting and executive communications.Earlier in my career, I launched major Account View platform enhancements that onboarded 120K+ clients and generated $100M+ in AUM, built a 60-person QA automation organization from scratch within a year, and co-founded a Product Management Community of Practice that grew 25% year over year for three consecutive years.I combine SAFe discipline, AI-enabled workflows, and data-driven prioritization to lower costs, accelerate delivery, and improve customer outcomes. Outside of work, I’m a professional woodworker specializing in restoring vintage furniture and giving pieces a second life.

Experience

1. VP Technology Portfolio Manager

   LPL Financial

   Jan 2025 — Present · San Diego, CA, US

   Exceeded 2025 OKRs, driving a 30% increase in Account View clients, improving web response times to under 2 seconds, and increasing Mobile Client Net Promoter Score from 2.0 to 3.9. • Directed a $28M enterprise technology portfolio, managing funding allocation and delivery priorities while delivering monthly executive briefings to SVPs across Business, Product, and Technology covering budget performance, forecasting, risk posture, and roadmap alignment. • Facilitated large-scale PI Planning events for up to 18 teams concurrently, implementing weekly post-PI commitment tracking that reduced unplanned work by 20% and achieved 87% delivery against PI committed objectives. • Integrated generative AI tools into portfolio reporting, budget analysis, and executive communications workflows, shortening document preparation time by 25% and improving analytical throughput across the delivery organization.

Education

• Point Loma Nazarene University

  Bachelor of Arts - BA, Management Information Systems

Skills

• Integration
• Networking
• Project Management
• Pmo
• Software Development
• Pmp
• Leadership
• Business Process
• Sdlc
• Training
• Testing
• IT Management
• Erp
• Vendor Management
• Program Management
• Management Consulting
• Business Development
• Visio
• Disaster Recovery
• Business Analysis
• Consulting
• Competitive Intelligence
• Oracle
• Databases
• Requirements Analysis
• Software Project Management
• Crm
• Outsourcing
• Management
• Information Technology
• Security
• Enterprise Software
• Voip
• Data Center
• IT Strategy