Vice President Business Intelligence

ERIC S. FLEISCHER, MBA

Fort Worth, TX 214-***-****

linkedin.com/in/ericfleischer *************@*******.*** CLIENT DELIVERY AND TRANSFORMATION EXECUTIVE

Respected as a leader and business partner who makes a meaningful difference at work as an executive and in the community as a mayor. Moves easily from strategy to tactics and technology, developing a complete execution roadmap for the journey and championing collaboration among people, teams and cross-functional leaders. Systems thinker who thrives on problem solving and stepping up to complex challenges that others often will not tackle. Empowering style that builds trust. Adds value in taking a company to the next level of performance and customer engagement. SIGNATURE STRENGTHS AND COMPETENCIES

• Delivery Executive for Large Programs

• Learning and Development

• Business Led Full Stack Development

• Digital Transformation Evangelist

• Change Management

EXPERIENCE

TD Ameritrade, Southlake, TX (NASDAQ: AMTD) 2012 – Current Managing Director-Operations Excellence

Lead a department composed of Business Intelligence, Workforce Management, LEAN, Full Stack Application Development, Systems Strategy, Human Capital Development, and Enterprise Digital Business Automation for the TD Ameritrade Institutional Business, responsibilities include:

• Develop, deliver and support 45 operational Tableau dashboards and over 2,000 annual analytic requests

• Develop and deliver web-based applications saving over $1M annually

• Roll out and sustain Lean service model for 1,100 associates. Reducing the Institutional Expenses per Client Assets (EOCA) by 45% or saving $110M since roll out

• Develop the operational strategies that maintain service levels while navigating a $4B acquisition in an environment of +20% YOY growth

• Deliver IBM’s BPM tool for TD Ameritrade’s Institutional, Retail, and Brokerage Operations business units, creating automation and workflow in 80% of the manual processes TD Ameritrade- A leader in investment services, serving 9 million clients and 7,000 independent financial advisors by providing financial products, technology platforms, and world class services through branches and call centers. Total client assets of $1.3 trillion resulting from a 20% increase YOY and a market cap of $26 billion. (www.amtd.com)

• Workforce Management

• Business Intelligence & Forecasting

• Lean Process Improvements

• Robotic Processing Automation

• Business Process Redesign

Eric S. Fleischer, MBA Page 2 of 2

Fidelity Investments- Westlake, TX (Privately Held) 2007-2012 Director-Lean and Analytics

Deliver Business Process Redesign, LEAN, and Business Intelligence for Fidelity’s Pricing and Cash Management Services (FPCMS) Group, responsibilities include:

• Implemented Tableau Dashboards to 1500 associates to drive up productivity by 4% annually

• Optimized accounting and cash management processes by eliminating non-value waste and then automating with End User Computing Solutions saving the department $20M in labor costs

• Built a workforce management tool that forecast demand and insured correct staffing for 1500 associates saving $1M in annual vendor costs

Fidelity-The nation’s #1 record-keeper of 401(k) retirement savings plans and a leading provider of 403(b) retirement plans for not-for-profit institutions. Fidelity provides defined contribution, defined benefit, health and welfare and stock plan services to nearly 23,000 employers with $7 trillion in customer assets under administration. (www.fidelity.com) Citigroup-Irving, TX (NYSE: C) 2001-2007

Vice President-Process Reengineering

• Coordinated with senior leadership team, processing vendors, compliance group, and infrastructure teams to review, catalogue, and enhance 23 processes annually utilizing Six Sigma methodology; resulting in automations, saving the department approximately $250M

• Managed PEGA Rules Process Commander workflow tool implementation; allowing for real-time reporting, quantitative capacity planning, and management of all service level agreements. Project has an annual save of $1.14MM

• Launched a Contact Data Warehouse to deliver the platform necessary to conduct ongoing contact analysis and management activities, resulting in benefits of $40MM

• Drove organizational reviews and realignment to build tighter integration across functions, clarification of roles, and flexibility to changing needs of business Citigroup-A leading global bank with approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.

(www.citigroup.com)

BACKGROUND

MBA, Management, Texas Tech University, Lubbock, TX BA, Marketing, Texas Tech University, Lubbock TX

Security Industry Institute – Wharton/University of Pennsylvania SIFMA sponsored 3-year executive development program for financial professionals Previous Experience at Accenture Consulting as an Electronic and High Tech Analyst Former Mayor, Mayor Pro-Tem and Councilman for Newark, Texas

Contact this candidate