Wade Taubken

About Wade Taubken

Customer-focused visionary leader with 25+ years of experience harnessing innovation, collaboration, and communication to develop impactful partnerships, build high-performing teams, align people, processes and technologies, and manage complex projects and operations that drive revenue and spearhead growth.Core Competencies: Strategic & Operational Planning - Budgeting & Financial Management - Automation & Integration Leadership - Mergers & Acquisition / Integration - BPO: On-shore and Off-shore Delivery Models - Direction & Roadmap - Continuous Improvement - Project / Portfolio / Product Management - Process & Operational Re-engineering - Innovation, Transformation, Turnaround - Software Development - Team Recruiting, Development & Leadership - Analytics & KPI - Customer ExperienceCareer Highlights:Implemented multi-factor authentication program for Osaic, reducing security incidents by 50%.Achieved 50% reduction in insurance premiums for Osaic within the first 12 months.Spun off new company emerging from PE acquisition of $600B wealth management division of global bank.Launched professional services division for Scanco, generating 20% increase in revenue.Transformed Aero, delivering 500% increase in operational output and 400% boost in technology revenue.Guided 3 acquisitions in 4 years for Taylor Communications, operating as part of team of 9 senior leaders to perform due diligence and develop integration plans with $1.8B at stake.Delivered $100M in savings to Taylor as key member of Integration Steering Committee, developing long-term roadmap for technology and application portfolio encompassing 87 companies.Managed 750+ people through 24 direct reports with $52M P&L responsibility for Taylor Healthcare.Drove implementation of team-based customer support model, achieving 20% cost savings for Taylor Communications.Delivered enterprise programs including ERP, HRIS, CRM, LMS, IDAM, Dev, Contract Mgt and Document Mgt.

Experience

1. Sr Director IT, Program Manager, Advisor Cybersecurity

   Osaic

   Dec 2022 — Present · Bradenton, FL, US

   Led a team of support, incident response and project professionals to deliver high-quality service to over independent financial advisors across the country.Developed and communicated a comprehensive service catalog that showcased the value proposition and benefits of the cloud-based platform to potential and existing clients.Negotiated with vendors, implemented vendor scorecards and achieved $1.5 million in annual savings by optimizing current contracts and eliminating redundancies.

Education

• Mount St. Joseph University

  Bachelor of Science, Business Administration, Business Administration, Management, Finance and Operations

Skills

• Integration
• Project Portfolio Management
• Business Transformation
• Program Management
• Product Management
• Business Process Improvement
• Strategy
• Business Process
• IT Strategy
• Process Improvement
• Strategic Planning
• Solution Architecture
• Change Management
• Portfolio Management
• Technology Integration
• Project Management
• Management
• Team Building
• Business Intelligence
• Vendor Management
• Process Engineering
• Analytics
• Business Analysis
• Digital Strategy
• Software Project Management
• Crm
• Product Development
• Enterprise Architecture
• Pmo
• Pmp
• Erp
• Management Consulting
• Cross-Functional Team Leadership