Site Content

I was lucky to work with David when he stepped up into a new role in a customer-centered transformation. He helped galvanize teams and other leaders, practicing lean-agile leadership skills. This type of powerful modeling, practice, and encouragement by David was a big part of what made our transformation successful: David took the lead from a product perspective in helping the leaders steer strategy more transparently and collaboratively than ever before. They identified risks and capacity issues earlier, and delivered more rapidly, with higher quality. The results of their change efforts were extraordinary—the team delivered vastly improved products and customer service.I was lucky to work with David when he stepped up into a new role in a customer-centered transformation. He helped galvanize teams and other leaders, practicing lean-agile leadership skills. This type of powerful modeling, practice, and encouragement by David was a big part of what made our transformation successful: David took the lead from a product perspective in helping the leaders steer strategy more transparently and collaboratively than ever before. They identified risks and capacity issues earlier, and delivered more rapidly, with higher quality. The results of their change efforts were extraordinary—the team delivered vastly improved products and customer service.

I had the opportunity to work with David on a very complex project and found that he managed the project to perfection. David set expectations, communicated those expectations throughout the project, was open to creative ideas during the project and help make a high stress environment very enjoyable. The roadmaps David set were both realistic and attainable, and were focused on both his internal team and his customer's complete satisfaction. David was also involved in the contract process and was instrumental in getting the project started on time. I looked at David as a true partner and looked forward to each and every time we had the opportunity to talk. I continued to learn from his positive attitude and desire to want everyone to succeed. I would highly recommend David for any leadership position and the opportunity to work with him again. You would be lucky to have him as part of your team!

Amazing product and technology executive laser focused on driving business value and customer service experience. I had the privilege of driving the customer care transformation at LPL Financial with David. Working together for 3+ years, we delivered a transformative service experience for LPL’s financial advisors and wealth managers with David driving the product strategy and business goals in collaboration with customer care business leadership . I was constantly amazed with David’s ability to engage and communicate progress, and milestones in the simplest terms to C level executives and lead the multi year program to successfully achieve all targeted outcomes. David was a trusted partner and peers within and beyond the organization reached out seeking his guidance. For any organization looking for a technology leader, product executive and a trusted people manager and mentor, David is your guy.

I  had the opportunity to work with David on a very complex project and found that he managed the project to perfection. David set expectations, communicated those expectations throughout the project, was open to creative ideas during the project and help make a high stress environment very enjoyable. The roadmaps David set were both realistic and attainable, and were focused on both his internal team and his customer's complete satisfaction. David was also involved in the contract process and was instrumental in getting the project started on time. I looked at David as a true partner and looked forward to each and every time we had the opportunity to talk. I continued to learn from his positive attitude and desire to want everyone to succeed. I would highly recommend David for any leadership position and the opportunity to work with him again. You would be lucky to have him as part of your team!

David Ward is the epitome of a technology leader. I've had the distinct pleasure of working with David over 15 years between Wells Fargo and LPL Financial. He has excelled in many areas of technology which makes him very agile and dynamic as a leader. David demonstrates excellent servant leadership skill as his teams were often recognized for delivery and performance. I'm confident that whatever direction David chooses to continue his career, success awaits. Not only have I supported David's organizations over the years, I'm truly honored to have acquired a great friend and confidant as a bonus.