David Record

About David Record

As a Global Investment Management System Leader, I have an extensive background in operations design and technology solutions implementation. I have leveraged 20+ years of strategic development, dynamic team leadership, relationship management, and industry-leading project management. Across my career, I have been recognized for my ability to drive continuous improvement, deliver cost savings, and advance organizations to the next level. Key Achievements Include: Successfully closed the company’s largest project, achieving a record-breaking $4.2M in sales, demonstrating a commitment to excellence in new business development, sales, and sales management Crafted and implemented continuous improvement initiatives to reduce client billing from 21 days to a noteworthy 2 days Distinguished as an expert senior consultant, offering industry-specific guidance, support, and actionable insights to prestigious clients, including Citadel, Vanguard, Aviva Investments, Bridgewater Associates, and Northwest Mutual Orchestrated the strategic planning for outsourcing back and middle office operations, collaborating with HR and conducting a cost-benefit analysis to reduce headcount by 200 and secure impressive cost savings Pioneered a Repo Trading System, conducting business analysis and interfacing with key traders to craft and implement the system designed to process $1B in nightly transactions, reducing errors and mitigating risk for a $250B asset portfolioContact me through this profile if you wish to connect.

Experience

1. Managing Partner Senior Consultant

   Adeptyx

   Apr 2010 — Present · Minneapolis, MN, US

   Led strategic initiatives and large-scale operational transformations across diverse organizations, delivering measurable improvements in efficiency, scalability, and customer experience. Specialized in guiding executive teams through growth, digital modernization, and performance optimization. Trusted advisor known for bridging strategy and execution, aligning cross-functional stakeholders, and building high-performing teams.

Education

• Northeastern University

  Computer Science

Skills

• Trading
• Fixed Income
• Acquisitions
• Derivatives
• Liaison
• Asset Managment
• Process Improvement
• Securities
• Financial Services
• Financial Risk
• Asset Management
• Relationship Management
• Process Redesign
• Crd
• Mutual Funds
• Risk Management
• Portia
• Team Building