Sean Davidson

Experience

1. Director, Digital Wealth Management

   Merrill Lynch

   Feb 2022 — Present

   Manage executive business reporting, analytics, and performance management for the Wealth Management client and advisor digital ecosystem • Oversee data quality and integration to augment online, mobile, and workstation adoption strategies • Engage with senior leaders to identify business goals and create a data tracking roadmap tailored to those objectives • Manage the consolidation of quarterly earnings-related materials as it pertains to Merrill platforms and capabilities • Communicate with relevant partners to compile senior management presentations and strategy proposals • Deployed a tactical playbook for internal and external strategic engagement communications, inclusive of promoting innovation through industry award submissions • Deep Dives / Analyses: o Drive functionality adoption and utilization through ongoing business reviews and analyses o Developed a revenue velocity model showcasing the financial lift derived from increased digital adoption o Constructed business cases on advisor benefits from leveraging digital tools and functionalities; incremental NNM, reduced attrition, increased client engagement, and capacity generation o Evaluated transactional cost reduction opportunities from paper intensive processes (i.e, forms requiring signatures, mailings, check deposits, and onboarding documents) o Performed a regression analysis on the correlation between digital logins and market activity / volatility

Skills

• Margin
• Management
• Finance
• Analysis
• Investments
• Brokerage
• Sap
• Microsoft Excel
• Cash Management
• Financial Services
• Visual Merchandising
• Sales
• Equities
• Project Planning
• Social Media
• Powerpoint
• Trend Analysis
• Trading
• Retail