Adil Dittmer

Manta

I help organizations understand their data to make better decisions and measure their impact. 

As part of Equal Opportunity Ventures, we believe helping organizations learn and apply data science will unlock economic opportunity and close opportunity gaps across America.

Head of Customer Success

Success in Black

Success in Black is a community platform promoting Diversity, Equity and Inclusion while elevating Black Customer Success professionals to help them advance their careers.

Founding Team - Content Editor

NCAA

NCAAW Basketball Referee

TestBox

TestBox gives your customers reliable, personalized, AI-generated product demos and instant sandboxes so they can quickly get a hands-on experience with your products solutions

Tropic

Director of Customer Experience

Director of Customer Success

Senior Customer Success Manager

On Deck

On Deck Customer Success (ODCS) is a continuous community for senior CS leaders and operators.

On Deck Customer Success - Founding Fellow

Signal Vine, a Modern Campus Company

FY '20 - 124% NRR (#1 Team Attainment)
FY '19 - 109% NRR

Account Manager

Customer Success Manager

Inside Higher Ed

Account Development Representative, Careers Platform

Phi Gamma Delta

Change Management Consultant/Field Secretary

Virginia Tech

Supervisor, Recreational Sports Intramurals

Experienced Customer Success leader focused on providing strategic value for software companies. My professional interests include leadership theory, revenue growth, fundraising, start-ups, and building community through my work.

CS Consultant

Allma provides a suite of tools that allow companies to seamlessly manage and deploy AI to their employees to ensure consistent and optimal use of AI templates to help accomplish their daily tasks. The Allma platform offers companies the power to save, refine, and collaboratively employ AI templates across their teams.

Bank of America

Vice President; Sr. Digital Product Manager

• Manages multiple large concurrent online/mobile digital payments projects ($1MM-10MM) end-to-end spanning business requirement development, user experience design, technical design/development with Agile teams, LRC reviews, QA Testing (BAT/UAT), Prod Cert, and customer rollout execution impacting 66MM+ digitally active customers
• Supported the enterprise Digital Transfers and Bill Pay online/mobile app platform transformation redesign as a key stakeholder driving forward Project ACE, specifically through ownership of the Payment Activity Center, new Pay&Transfer tab experience, and target state Project Raven/Liability Payments Experience (LPE) enhancements   
• Deployed innovative, real time Request for Pay (RFP) product requiring considerable tactical effort to coordinate all sizing/estimates/funding, build new mobile SMS/MMS/Push alert notifications, install splash onboarding pages, provide training/guided demos and readiness materials, write/execute all BAT QA test scripts, and ensure Erica Insight integration
• Completed CDMP customer rollout extending CDMP statement-based payment and edit capabilities to all 2.5 million BAC Home Loans customers 
• Lead Digital LOB PdM supporting the NBAA Purple Transfers project, integrating shared services and a singular code base to provide a seamless, unified customer experience across the entire BofA family of affiliated apps (BofA, ML, Edge, Benefits Online, Private Bank, etc…)
• Served as Project Raven (LPE) BAT/UAT test manager leading test efforts for multiple product teams. Delegated test team responsibilities while facilitating ALM test script upload and data conditioning, wrote and executed over 100+ test scripts
• Oversaw the successful testing and execution of over 1000+ test scripts while managing a QA team comprised of 10 LOB product managers and 5-10 KPMG contractors
• Partners with external vendors Fiserv, Early Warning Services (EWS), and The Clearing House (TCH) to deliver Bill Pay and RFP/RTP solutions

Vice President; Digital Manager

• Owned M2M Foundational (M2MF) and New Bank of America App (NBAA) OneApp projects for the Digital LOB, managing the end-to-end installation of 30+ new online and mobile transfer pairs as a major component of a multi-year phased effort to significantly redesign and improve BACs digital transfers platform and capabilities
• Operated as Digital Payments LOB Home Loans SME launching the $5-10MM Client Designated Mortgage Payments (CDMP) project
• Served as Digital LOB lead for the multi-phase Credit Card Recovery project, introducing numerous enhancements adding external transfer and recurring frequency capabilities to provide Card customers facing collections or bankruptcy greater flexibility in completing past due payments digitally 
• Scheduled JAD, Sprint, and Program Increment (PI) planning sessions to groom business requirements with LOB, XD, and Tech partners
• Functioned as the Digital team’s designated Wealth, Retirement, and Investing SME for the NBAA OneApp Phase 2 project improving external transfer capabilities and adding additional new Merrill and hybrid transfer pairs to the digital transfers experience 
• Coordinated the funding request and intake process for the SST Never Down Failover Capability Infrastructure Upgrade effort spurred by winter storms causing a total power outage to BACs TX data center/mainframe. Led meetings with senior leaders to weigh funding options and prioritization approaches for a large $12-15MM emergency initiative
• Directed multiple employee pilots, creating and presenting user guides and kickoff materials. Successfully coordinated full pilot lifecycle activities spanning UAT testing, defect management, employee feedback/reporting, and communications to over 100+ BAC associates
• Led collaboration with Card LOB, XD/UX, and LRC partners to install 50+ new or revised payment disclosure messages resulting in cost and capacity savings to the Bank while ensuring compliance with external regulatory mandates

Vice President; Digital Channel Consultant

BA supporting the digital extension of Life Plan across the enterprise, executing business strategy through management of platform development initiatives across multiple enterprise platforms and LOBs.

Consumer & Small Business – Advanced Solutions & Digital Banking 
Digital Payments (Life Plan® Team)                                                                                                                                          
• Enabled the enterprise implementation of Life Plan, BAC’s most rapidly adopted digital feature of all time, attracting 5+ million clients to utilize the new digital financial coach within less than 1 year of launch for access to educational content or guided advice setting, prioritizing, and tracking financial goals or life priorities within the BofA mobile app and online banking platforms  
• Wrote business/functional requirements and maintained project scope documentation for Life Plan phase 2.0 – introducing new Wealth, Investing, and Retirement hybrid customer journeys
• Within one year of launch, Life Plan user account balances increased by $34 billion and the digital tool facilitated over one million in-person and virtual follow-up appointments with Bank of America financial professionals, organically deepening customer relationships
• Defined Life Plan phase 2.0 business rules in collaboration with LOB/Tech partners via recurring iterative meetings and working sessions
• Increased customer re-engagement through gamification and implementation of personalized insights/CTAs, accolades, offers, and rewards
• Facilitated meetings with XD/UX and Content Strategist teammates to produce new content and make enhancements to existing offerings 
• Fostered strategic cross-functional partnerships with field personnel, financial center managers, and call center partners to inform product decisions
• Created and delivered product presentations in support of key executive project reviews and routines to elicit senior leadership approvals

Vice President; Business Analyst

Bank of America Merrill Lynch

●	Processes primary and secondary loan trades, credit events, and debt restructures for the Leveraged Finance, Global Credit & Special Situations (GCSS), Distressed Asset, Total Return Swap (TRS), LatAm and Pacific Rim trading desks
●	Supports multiple trading desks as main point of contact for settlements/servicing requests related to the administration of large corporate loans   
●	Demonstrates understanding of credit documentation and exposure requirements for Term, Revolving, and Delayed Draw loan facilities in order to accurately settle multimillion dollar trades within front and back office systems 
●	Gathers and reviews required credit documentation in order to elicit senior management approval in the initial primary funding of newly syndicated loan facilities valuing upwards of $3BB+ (i.e. reviewing CAMs, Executed Credit Agreements, Funds Flows, Tax Forms)
●	Utilizes Markit Clearpar web application to validate loan documentation and ensure the accuracy of LSTA trade settlements (loan commitments, principal paydowns, fee and interest payments)
●	Calculates and issues manual funding memo documentation for unfunded / partially unfunded paper trades (Revolver / Delayed Draw facilities)
●	Responsible for monthly trade volume averaging 11,000+ trade allocations successfully processed by a team of 6 analysts
●	Produces, monitors and delivers 5-10 daily internal reports to numerous onshore and offshore teams
●	Ensures the accuracy of daily cash reconciliations and ledger reports 
●	Contributes to numerous technology and process-oriented projects including: Career Development ESAT workgroup; Greensboro BCP site disaster recovery testing; “Understand and Measure All Processes” procedure improvement initiative; Vault onsite physical record data retention project, BFT daily audit report migration; LoanRunner settlements workflow tool migration/automation go-live and testing)

Operations Analyst - MKTS

U.S. Bank - Global Corporate Trust Services

Responsible for managing the following responsibilities within US Bank's WM&SS Collateralized Debt Obligations group:

● Managed daily fiduciary responsibilities of 12 CDO portfolios (average deal size: $400-600MM) on behalf of institutional clients including BlackRock, TPG Capital, Ares Management, Zais Group, and Triumph Capital Advisors 
● Completed bond and syndicated loan trade settlements as directed by the Portfolio Manager
● Booked all cash inflows and outflows to the portfolio including interest payments, paydowns, fees, invoices, transfers, and pending/settled trades 
● Tracked and amended asset attributes such as accrual information, pricing, ratings, and industry codes
● Collaborated with lenders, borrowers, and investors to process borrowing requests, new deal fundings, and large incoming wire/ACH payments  
● Utilized Bloomberg Terminal to research and verify bond pricings, identifiers and yield values 
● Dispersed international / foreign currency wire payments via Trust Funds Transfer (TFT) application
● Partnered closely with analytics and middle office entities to reconcile data and deliver monthly trustee reports to investors and auditors  
● Distributed quarterly invoice and waterfall payments on collateral liabilities 
● Liaised with collateral managers, auditors, underwriters, and attorneys to issue new CLO deals and complete deal refinancings / redemptions
● Produced detailed quarterly Passive Foreign Investment Company (PFIC) reports in collaboration with all Big Four accounting entities
● Ensured daily compliance with all Anti-Money Laundering (AML), Bank Secrecy Act (BSA), and OFAC reporting policies and procedures
● Assisted global technology teams with UAT testing of new and enhanced applications

CDO Portfolio Administrator

QuietStream Financial

QuietStream Financial is a national commercial real estate services company that provides acute detail and expertise in structured finance products and alternative asset management for commercial real estate owners, brokers, financial institutions and investors. QuietStream Financial has an extensive portfolio of commercial real estate and financial service solutions to address all needs of the commercial real estate owner and broker.

CrowdWithEase - In 2012, the JOBS Act changed 90 years of regulation by allowing capital to be raised through general solicitation of investors. What followed was a proliferation of crowdfunding websites geared toward donations and venture capital. However, crowdfunding’s greatest potential is only just being realized – commercial real estate project finance. Get in on the ground floor with CrowdWithEase and control your own destiny as we provide you with a branded platform that integrates with your existing website and allows you to nurture investors and keep them coming back to your projects. Each platform we build is a true, turnkey branded crowdfunding solution for a developer, owner, broker, nonprofit, or business interested in attracting, engaging and managing investors 24/7 in all 50 states. Let us guide you through the process by developing and maintaining your crowdfunding platform and managing your ongoing investor communications.

EntityKeeper is a web-based cloud application that provides small to mid-size organizations with an easy way to track, manage and visualize legal entity information at the fraction of the cost of other data solutions. Designed according to our customers needs, EntityKeeper is a state-of-art approach to legal entity management that provides multiple users secured access to important legal data, alerts and complex entity structure information.
 
https://www.entitykeeper.com/
http://quietstreamfinancial.com/
http://www.crowdwithease.com/

Inside Sales - CrowdWithEase / EntityKeeper

TEKsystems

One of Fortune's 50 Best Companies to Work for (2013/2014) and ranked #1 in the staffing industry by IT Services Business Report for eight consecutive years, TEKsystems is flagship for Allegis Group, the largest private talent management firm in the world.

Each year we deploy over 80,000 IT professionals at 6,000 client sites across North America, Europe, and Asia including 82% of the Fortune 500. With 90 offices and over 2,200 recruiters throughout North America and Europe, our reach enables us to speak with over 10,000 technical professionals a week and meet with more the 2,600 professionals face to face. We also currently deploy over 1,300 IT professionals solely within the local Charlotte NC market. 

As a recruiter with TEKsystems, I am responsible for building relationships with technical professionals and providing them with local IT market expertise to assist them in advancing their careers. I specialize in exposing applications professionals in the Charlotte, NC market to a wide variety of positions with Fortune 100 clients such as Wells Fargo, Bank of America, Time Warner Cable, TIAA-CREF, and Ally bank (GMAC).

Technical Recruiter

Snowshoe Mountain

On Mountain Sales Agent

Office of US Senator Mark R. Warner

Constituent Services Intern

Erik is a Digital Product Manager with over a decade of diverse experience within the Financial Services and Banking industries. He specializes in managing concurrent multimillion dollar digital and mobile projects driving enhancements and improvements to his core product skillsets (M2M Transfers, RFP (Request For Pay), Bill Pay, Home Loans, Wealth and Investing). Prior to entering the Digital Payments organization in October 2019, Erik previously held private-side finance positions within syndicated loan trading operations for Bank of America Merrill Lynch and served as a CDO Trustee with US Bank Global Corporate Trust.

In his spare time, Erik is an avid investor and traveler who has enjoyed the privilege of venturing to 35+ countries. He is exceptionally passionate about seeing the world and experiencing new cultures and cuisine as often as possible. 

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Adil Dittmer

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