David Versteeg Management BV

Private CFO Services

Co-founded a new venture with an innovative, state-of-the-art wealth management concept, My Private CFO®. This concept ranked #10 in Accenture’s Innovation Awards for Financial Services 2012 (out of 190 participants, the report is available for download here). Responsible for financial and regulatory reporting, approved by Dutch regulators as statutory board member. Successfully developed an integrated supporting ICT platform with client portal in a very short time frame. Licensed intellectual property to a private bank. More background information can be found in the presentation I gave at the 2012 Emerce eFinancials seminar, as well as in a [Finno] blog. Please note all external references are in Dutch.

“David is analytically strong and intelligent. Besides that, he is straightforward, honest and social. It was a great pleasure working with him!”

Tom Loonen, co-founder

NIBC Direct

Managed several major projects to enhance the online retail savings platform in the Netherlands and Belgium, including SEPA and other regulatory compliance and technical infrastructure enhancements.

“David is a very good project manager, who managed our rather complex core banking system projects. Using his broad knowledge of both banking and IT, he was able to get to the heart of the matter with business stakeholders and developers alike. This combined with his intellect, thorough style and structured approach led to a fruitful cooperation with the various suppliers and a pleasant atmosphere.”

Dirk van den Beukel, client

NIBC Bank

Developed NIBC’s corporate banking systems roadmap. Managed the first project of this roadmap: upgrading the corporate banking loans and equity administration system, introducing a new, more flexible setup, a new reporting and interfacing system and outsourcing of hosting and technical management. The project was started, business requirements defined, the outsourcing agreement negotiated and regulatory approval for outsourcing obtained. Also managed the start-up of the second project: introducing an integrated credit lifecycle solution, supporting the origination, execution and portfolio management phases of the entire credit process – a process typically characterised by multiple handovers using an array of documents. The application connects to the CRM system on the front end and the loans administration system on the back end and introduces workflow support, while replacing several legacy applications. High level business requirements were defined and a vendor selected.

“David has helped us in defining and starting up the execution of the project to improve our Corporate Banking systems. He has proven to be a very good project manager, getting to the real issues in all aspects of the project, ranging from business requirements to technical and contractual aspects as well as aligning the stakeholders. His analytical approach, problem solving attitude and pleasant and clear communication made his role very valuable.”

Robert Bouwmeester, client