Richard Dennis | 领英
Richard Dennis所在地区加拿大 多伦多地区所属行业信息技术和服务500+ 位联系人立即加入领英，查看Richard的完整资料。注册完全免费！加入领英，与全球四亿职场人士共同拓展人脉、分享创意、发现机遇。浏览共同联系人获得引荐直接联系RichardRichard发布个人简介My passion is to help clients improve and grow their businesses by implementing best in class technologies. As an acknowledged and proven Microsoft Dynamics CRM authority, I have the unique ability to identify and solve business issues with innovative CRM solutions and industry best practices.I have an extensive track-record in all areas of the CRM consulting business. From pre sales, business development to technical and business solution delivery. This experience has put me in a perfect position to become a seasoned consulting practice director.I have been instrumental in the creation of several successfully CRM consulting practices within the unique Canadian market. My employment history over the past decade includes:o PowerObjects Canadian Practice Directoro PWC CRM Consulting Leado Allstream CRM Consulting Managero Ideaca/Hitachi CRM Consultant工作经历加拿大 多伦多地区Reporting directly to the US COO and CIO, I am responsible for the strategic growth of the firm’s business into the Canadian market. I manage our national business strategy, sales, delivery and ensure our Canadian business runs smoothly.My core responsibilities include:o Build the Canadian practice from the ground upo Align our core values and business strategy with the USo Hire, develop, mentor and manage key resourceso Develop and maintain our relationship with Microsoft Canadao Identify new market opportunities and drive sales with our sales teamo Ensure the successful delivery of projects o Develop strategic relationships, partnerships and “Go to Market” strategieso Align staffing and learning plans to support growth within the practice加拿大 多伦多地区Microsoft Dynamics CRM Consulting Manager within the IT Consulting (Consulting & Deals Group) at PWC.As a consulting manager at PWC I take pride in the following responsibilities:- Practice ManagementI work with our executive board to define and manage the CRM practice growth strategy. This strategy revolves around resource planning, customer acquisition, industry solutions and partnership management.- PresalesI work with our internal team to grow business which includes, strategic planning, client relationship building, sales demonstrations, RFP / proposal writing, resource management.- DeliveryI play various roles within the solution delivery / implementa project manager, delivery manager, resource manager, business / systems analyst, functional consultant, solution architect, team lead, CRM specialist.- SupportI will remain with the client during the project go-live phase to train the end user / admin groups and to ensure the implemented solution stabilizes and is utilized as expected.加拿大 多伦多地区As a technology delivery manager I am responsible for SDLC (software development life cycle) and PMLC (project management life cycle) for an application portfolio of over eighty assets and a budget of over $5 million dollars. My responsibilities include:o Project budget management, estimation, analysis, forecasting, planning and preparationo Working with internal asset managers, vendor relationship managers and external vendors to gather and manage project costso Working with IT managers to schedule internal resources or acquire external resourceso Managing project team members including business analysts, developers, quality assurance testers, implementation and deployment resourceso Managing project risks, issues, actions, decisions, escalations and mitigation activitieso Looking for asset consolidation, decommissioning and cost saving opportunitieso Following the TD specific SDLC and PMLC policies and proceduresAs the lead CRM consultant my role in this project was to analyze the Pan Wealth (10+ lines of business) specific pain points and design a hybrid CRM solution which would consolidate and streamline the users business processes, integrate to the user groups mission critical legacy applications, provide a clear 360 degree view of client information, increase management visibility and provide significant ROI. Once a hybrid CRM solution was designed, I built a fully functional POC solution and worked closely with the TD strategic initiatives group to present the solution to each of the ten targeted lines of business. After the LOB’s were aligned and buy in was achieved I worked with the PMO group to design an overarching implementation strategy and LOB specific business cases, implementation plans, timelines and cost estimates.加拿大 多伦多地区Lead Microsoft Dynamics CRM Consultant, facilitating the on boarding of the Discount Brokerage, Mutual Funds Group onto our internal enterprise CRM platform. Responsibilities include:
- Business Requirements Gathering & Validation - Business Process Modeling - Microsoft CRM 2011 Customization & Configuration - Directing the Back Office Integration Team - Directing the Report Writing Team - Directing the Custom Development Team - User Acceptance Testing Team Support - Performance Testing Team Support - Desktop Deployment Team Support - Systems Support Team Training - Corporate End User Training Group Training - Solution Rollout Support加拿大 多伦多地区Lead Microsoft Dynamics CRM Consultant, facilitating the on boarding of Private Client Service, Private Trust Group onto our internal enterprise CRM platform.Responsibilities include: - Microsoft CRM 2011 Enterprise Server Installation & Setup- Business Requirements Gathering & Validation- Business Process Modeling- Microsoft CRM 2011 Customization & Configuration- Directing the Back Office Integration Team- Directing the Report Writing Team- Directing the Custom Development Team- User Acceptance Testing Team Support- Performance Testing Team Support- Desktop Deployment Team Support- Systems Support Team Training- Corporate End User Training Group Training- Solution Rollout SupportEnd to end CRM solution implementation, including:- Microsoft CRM 4.0 Server Installation & Setup- Business Requirements Gathering- Business Process Re-engineering- Microsoft CRM 4.0 Customization & Configuration- Custom Report Design & Configuration- User Acceptance Testing- Microsoft CRM 4.0 Client Installation & Setup- Solution Rollout- End User Training- End User SupportMicrosoft CRM Architecture ConsultantDesigning, Building and Deploying Wealth Management CRM Business SolutionsCRM Practice ManagerWorking within ADP’s project life cycle and cross-functional teams to manage the implementation of a custom developed application. Leveraging the standard PMO tools, such as Project Charters, Statements of Work (SOW), meeting agenda and minutes, RAID (risk, action, issue and decision) logs, and other templates to manage, plan, execute, control and close the related projects加拿大 多伦多地区CRM team lead and project manager, implementing Microsoft CRM throughout the MTS Allstream marketing and sales groups.CRM Consultant / Project ManagerCRM Lead Consultant for:Microsoft CRM Sales, Marketing and Service tool implementation.Project manager for:Microsoft CRM Sales, Marketing and Service tool implementation.Project manager for:Microsoft CRM Sales, Marketing and Service tool implementation.Project manager for:Microsoft CRM Sales, Marketing and Service tool implementation.Project Manager / Business AnalystBritish GovernmentDeputy BISM (Business Information Systems IT Manager)资格认证Microsoft Dynamics CRM 2013 ApplicationsMicrosoft, 证书编号: MB2-700Microsoft Dynamics CRM 2011 ApplicationsMicrosoft, 证书编号: MB2-868Microsoft Dynamics CRM 2011 Installation and DeploymentMicrosoft, 证书编号: MB2-867Microsoft Dynamics CRM 2011 Customization and ConfigurationMicrosoft, 证书编号: MB2-866Microsoft Dynamics CRM 4.0 Customization and ConfigurationMicrosoft, 证书编号: MB2-631Microsoft Dynamics CRM 3.0 Customization and ConfigurationMicrosoft, 证书编号: MB2-422Level I Confidential Security ClearanceCanadian Security Intelligence Service (CSIS)Level II Secret Security ClearanceCanadian Security Intelligence Service (CSIS)Classified Security ClearanceBritish Defence Business National Security Vetting Services (DBS NSV)OHSA Supervisor Health and Safety AwarenessOntario Ministry of Labour - Occupational Health and SafetyOHSA Worker Health and Safety AwarenessOntario Ministry of Labour - Occupational Health and SafetyAnti Money Laundering for Financial ServicesAML TD BankAnti Terrorist Financing for Financial ServicesCompliance TD BankHIPAA HITECH PrivacyHIPAA & HITECH, 证书编号: HH-101HIPAA HITECH SecurityHIPAA & HITECH, 证书编号: HH-102所做项目CRM Strategy Consultant (Enterprise Banking – Financial Services)As the lead CRM consultant my role in this project was to analyze the Pan Wealth (10+ lines of business) specific pain points and design a hybrid CRM solution which would consolidate and streamline the users business processes, integrate to the user groups mission critical legacy applications, provide a clear 360 degree view of client information, increase management visibility and provide significant ROI. Once a hybrid CRM solution was designed, I built a fully functional POC solution and worked closely with the TD strategic initiatives group to present the solution to each of the ten targeted lines of business. After the LOB’s were aligned and buy in was achieved I worked with the PMO group to design an overarching implementation strategy and LOB specific business cases, implementation plans, timelines and cost estimates.团队成员:Lead Microsoft Dynamics CRM Consultant, facilitating the on boarding of the Discount Brokerage, Mutual Funds Group onto our internal enterprise CRM platform.Responsibilities include: - Business Requirements Gathering & Validation - Business Process Modeling - Microsoft CRM 2011 Customization & Configuration - Directing the Back Office Integration Team - Directing the Report Writing Team - Directing the Custom Development Team - User Acceptance Testing Team Support - Performance Testing Team Support - Desktop Deployment Team Support - Systems Support Team Training - Corporate End User Training Group Training - Solution Rollout Support团队成员:Lead Microsoft Dynamics CRM Consultant, facilitating the on boarding of Private Client Service Group LOB's onto our internal enterprise CRM platform.Responsibilities include: - Microsoft CRM 2011 Enterprise Server Installation & Setup - Business Requirements Gathering & Validation - Business Process Modeling - Microsoft CRM 2011 Customization & Configuration - Directing the Back Office Integration Team - Directing the Report Writing Team - Directing the Custom Development Team - User Acceptance Testing Team Support - Performance Testing Team Support - Desktop Deployment Team Support - Systems Support Team Training - Corporate End User Training Group Training - Solution Rollout Support团队成员:Microsoft Dynamics CRM Implementation Architect (B2B - Government)End to end CRM solution implementation, including: - Microsoft CRM 4.0 Server Installation & Setup - Business Requirements Gathering - Business Process Re-engineering - Microsoft CRM 4.0 Customization & Configuration - Custom Report Design & Configuration - User Acceptance Testing - Microsoft CRM 4.0 Client Installation & Setup - Solution Rollout - End User Training - End User Support团队成员:Kester needed a solution that would replace the spreadsheets and emails they had been using to manage their information. Without a single source for storing and sharing data, it was difficult for Kester to keep track of their sales pipeline, support cases, and customer information. As a global organization with facilities around the world, it was important for the team to be able to coordinate their efforts effectively. “We really wanted to be able to work better together globally as a company so that we could be more effective in selling and supporting our customers globally,” says Terrilynn Short, Business Unit Manager at Kester.Kester wanted a solution that would also integrate well with their existing Microsoft technology and systems and after researching their options, the organization chose Microsoft Dynamics CRM.Overall, Kester needed a solution that would:oCentralize islands of information that were scattered in different systemsoProvide a single source of data for the entire organization to access and share globallyoProvide a clear view of the sales pipeline to allow for easy forecasting and tracking of the sales processesoSupport their quality process and allow them to track support inquiriesoEasily integrate with their existing Microsoft technology and tools团队成员:Medica has experienced significant growth over the last five years, including tripling its membership base. But the organization lacked insight into the exact activities that has led to their success. To ensure they were taking the right steps to replicate this success over time, Medica needed to be able to drill into more specific data.“The transparency of the data, the ‘how and why’ what happened, was a little muddy for us,” says Mike Daly, Director of Sales at Medica. “Our results have been fantastic—what’s been missing is the clarity between point A and B, point A being the start and B being someone who actually buys from us.”Medica had been using a system they called Lead and Membership Management, or LAMM, which functioned as a simplified version of customer relationship management (CRM). A Java-based application built internally at Medica, LAMM focused primarily on sales and some basic marketing capabilities. However, the LAMM system provided limited access to important data. “We had a lot of really good data, but it wasn’t easily accessible,” says Cody Balk, CRM Administrator at Medica. “You really had to have a developer go in to the application just to access the data, let alone take something meaningful from it.” After investigating and vetting products and partners, Medica decided to implement Microsoft Dynamics CRM, with PowerObjects as their partner.团队成员:Business needs Arbor Memorial is a family-owned Canadian company that is proud to help thousands of families every year with services such as interment rights, funerals, and cremation. Arbor currently has 2,500 employees at its Toronto headquarters and 120 locations across Canada. “The size and scale of Arbor helps us handle every aspect of a funeral and cemetery arrangement seamlessly. Choosing a Windows-based tablet has helped Arbor to simplify IT administration by consolidating its systems and devices on Microsoft products. “We’ve seen our service desk calls decrease since introducing the Surface, which gives our staff time to focus on new projects,” says Givens. “That includes a move from a competing CRM system to Microsoft Dynamics CRM Online. We now have a single user portal for Office 365 and Microsoft Dynamics that runs off a single user account database, eliminating a lot of manual user management.” 团队成员:技能专长其他 27 个收起志愿者经历Firefighter & VES (Vehicle Extraction Specialist)Lake George Fire Department灾难与人道主义援助One of my favorite experiences was training and becoming a volunteer firefighter with the Lake George Fire Department. This experience gave me the chance to directly help people in real danger and to learn many key life lessons / skills. Once I had completed the core firefighting program, I continued my training and became a vehicle extraction specialist. This enabled me to work with Hurst power tools (AKA the Jaws of Life) and to extract people out of serious vehicle collisions.This experience made me the person I am today and I thank Fire Chief Gene Ashcraft for his support and leadership.教育背景Masters Degree MSc, Technology ManagementHonors Degree BSc, Product Design Management推荐信Richard收到的推荐信预览:I had the pleasure of working with Richard on the largest global Microsoft Dynamics CRM implementation of
Users). Richard was the Project Director and was critical to the project’s success. He provided support, guidance and assistance to the team and endeavored to go above and beyond to exceed the client’s expectations. I was genuinely impressed how he handled client contacts as well as internal resources.
He is extremely knowledgeable in his role and continuously drives himself and the project team to succeed. Richard is sincere and always has the team’s best interests at heart. I look forward to the opportunity of working with Richard again.
展开收起Richard has built a strong (and deserved) reputation as someone with vision, leadership and honour – someone who gets things done! I have no hesitation in recommending Richard and value his ability to build, manage and motivate his team.展开收起查看Richard的完整资料并…浏览共同联系人获得引荐直接联系Richard会员还查看了位于中国的领英会员:请问谁有期货传奇人物“理查.丹尼斯（Richard Dennis）”的照片谢谢发几张给我,谢谢了！_百度知道
请问谁有期货传奇人物“理查.丹尼斯（Richard Dennis）”的照片谢谢发几张给我,谢谢了！
请问谁有期货传奇人物“理查.丹尼斯（Richard Dennis）”的照片谢谢发几张给我,谢谢了！
提问者采纳
拜的是他的技术，多研究他的技术，你就能走的更远的希望你能走的更远的啊呵呵，不是他个人的我希望，我也是个期货的爱好者，这样
其他类似问题
为您推荐：
传奇人物的相关知识
其他3条回答
我有,不过在书上,
看相片有什么用啊！学他的东西就好了！
因为大家都没办法证实存在这个人，所以关于他的故事很有可能是假的。期货营业部当然是做梦都希望客户在疯狂短炒，这样可以带来几百甚至几千倍于平时的佣金收入。但实际上，做得越短亏得越凶--------假如你能赚，你早就赚了，并不是加快交易频率才能赚的。加快频率只会极度放大你原来是赚或亏的程度-----原来赚的更赚，原来亏的更亏。
等待您来回答
下载知道APP
随时随地咨询
出门在外也不愁起初作房地产经纪的威斯坦，1972年经人介绍转作期货经纪。初期经历惨痛失败后，他潜心钻研交易技巧。经过八年的胜败起落后，从1980 年起，他的交易技术逐步从成熟晋升至优秀的行列。
威斯坦兼容并蓄地使用各门各派的技术分析工具，包括蜡烛图、移动平均线、波浪理论、江恩理论、神奇数字、循环周期、相反意见、以及各类摆动指标。他认为每种工具都有独特的用途，在特定场合可以大派用场，因而要在适当的时候选用适当的分析工具。至于如何选择，他强调经验和灵感。
从1980年至1988年的八、九年间，威斯坦亏损的记录几乎空白。从1980年以来，竟从没有过亏损的月份，甚至以星期为单位，也没有出现过赤字。实在令人惊奇。实际上，在1987年和1988年两年间，他只有过三个亏损的交易日；当时最近的1000次交易中只有17次失手，其中9次是因为报价机故障而被迫提前平仓。威斯坦创造了接近长胜的记录。他还曾参加芝加哥期权交易所举办的期权交易竞赛，成功地在三个月中把10万美元本金变为90万。纯粹以技术取胜，成绩骄人。
然而，不少象威斯坦这样的优秀作手，在谈及理查德·丹尼斯时都表示望尘莫及、不敢相比。
丹尼斯曾在期货交易所担任跑单员传递单据，深受交易吸引。1970年夏天，他以1200美元购入中美期货交易所的会员资格，以400美元作为投机的资本，开始其投机生涯。小小资金变成巨大财富，1987年10月之前的全盛期，他的财产在减去庞大的慈善和政治捐款后，仍然有接近二亿美元之多。
丹尼斯在交易中胜负不形于色，善于从市场经历中总结规律和经验教训，及时调整自身定位和交易策略，逐步使交易技术臻于化境。
学生时代的他在做跑单员的暑期工时，就曾多次以工薪投入交易。但常常一败涂地。他认为这段经历对他尤其珍贵。初入行时的成绩越差，对今后的影响可能越好。未经过考验的交易者难以长期在投机市场立足。有人在飞涨时获得暴利，以后便成为黄金好友，倾向于固执地持有好仓，当然会影响成绩。1973年大豆暴涨300%，给人印象深刻，经历这番涨势的交易者即使不曾从中渔利，也不会轻易成为大豆淡友。经验不足，易受外界影响。如果心存成见，不能冷静分析，自然难以出人头地。
1970年夏，丹尼斯以借来的400美元作资本，买入玉米合约。不久即发生了玉米枯萎症，期价飞涨。丹尼斯的资金迅速增长到3000美元，首战告捷。但教训马上降临了。一天，他一入市即输去300美元，心神恍惚之间，反手买卖，再次赔钱。他又以最初的方向入市，结果第三次败北。计算下来，一日之内亏损1000美元，合总资金的三分之一。认真检讨后，丹尼斯从中学到很多。他从反面领悟了资金管理的作用，懂得了交易中绝对要保持心情稳定，不顺手时切忌急于再次入市。
丹尼斯的成绩稳步上升。1973年的大豆牛市中，他赚足了金钱，可以进入芝加哥期货交易所。在当时的牛市中，大豆连续十日涨停是常见的事，但很多交易者认为连涨四、五天已经不可思议了。而丹尼斯宁愿在涨停板处买进，顺势而为，并让利润充分增长。
大豆交易后，丹尼斯有过两次逆市操作，结果却使他更坚定了对顺势交易的体会，决心屏弃逆市行为。
1974年，丹尼斯在60美分的高价位卖空期糖。入市后，期糖继续走高，最高涨至11月的66美分才转头向下，七个月后跌到12美分以下。此单的利润数以千万计，但是最初的逆市经验并不愉快。
在期糖的熊市期间，他又在6美分的价位尝试买进，然而经验苦不堪言。前次的巨额利润竟不抵此番的损失，总体计算，出现了庞大的赤字。原因在于期货合约的溢价。在期糖的熊市阶段，远月的合约高于近月，当临近交割月须换月买进远月合约时，可能要付出一美分的溢价，如以四美分卖出三月合约而以五美分买进七月合约。七月合约到期之前，类似损失再度发生。逆市买进期糖合约，每次转期都要付出额外的溢价，徒增亏损，导致两边失利。丹尼斯告诫要避免逆市交易，强调顺势交易以及赢钱要赢到尽头。
在多年的投机生涯中，丹尼斯出尽风头，给人的感觉是常常可以在最低点买进，然后在最高峰反手卖空。实际上丹尼斯认为此类买卖得益不多，他积聚的巨额利润，并非依赖准确地测中大市顶点或底部。据他估计，他本人95%的利润来自5%的交易。他深信让利润充分发展的道理。
1978年，丹尼斯的交易成绩不佳，经历了一个调整阶段。他总结出两个原因：一是因为当年大部分市场处于横行状态，假突破的市势多不胜数，未能提供可靠的趋势令其展露身手；二是因为他脱离交易池，转而在写字楼遥控交易，丧失了可获得各种信息和第一手资料的优势。在场外遥控交易，可以同时买卖多种商品及外汇和利率期货，长远看来是明智的抉择。针对环境和条件的变化，他相应地把交易策略逐渐调整为以中长线交易为主。
80年代，丹尼斯成为期货市场叱咤风云的人物，落单入场经常可以带动市势。他的成绩继续提高，平均每年都从市场赚取5000万以上的利润。
1987年股灾中，丹尼斯遭受重挫。旗下基金由损失近半，个人帐户也遭同样败绩。他的投入主要放在卖空债券上。股灾后利率下调，债券冲高，虽有风险控制，但一时难以止住，所以损失惨重。对此他淡然处之。他的过人之处就在于可以不动声色，泰然面对逆境，全无情绪上的波动。他了解“重大损失无可避免”的现实。情感波动对交易并无益处，过于关注反将影响大局。胜败过于介怀，倒表示对自己信心不足。实际上，交易顺手时他不会过分喜悦，运气欠佳时，感情上所受的挫伤自然减弱。 1988年，理查德·丹尼斯淡出交易场，留下一座传奇丰碑。
相关书籍：《海龟交易法则》
<i class="CzZanIcon" onclick="javascript:submitvote('407909','14825','');" id='showvotes_
请登录后收藏
用户未登录，请登录
使用更方便哦！}