Dan works with banks and non-bank financial institutions on topics including product/market strategy, innovation strategy, applying technology and analytics to accelerate growth and improve profitability, and business optimization.
Prior to joining Oliver Wyman, he was Head of Corporate Development, Strategy and Innovation for seven years at Bank of the West. Dan was also a sell-side equity analyst for Merrill Lynch, a senior quantitative buy-side researcher for Blackrock Global Investors, an early member of a successful fintech, and a management consultant with Accenture and McKinsey & Company.
Dan holds a master's degree from UCLA and a bachelor’s degree from U.C. Berkeley.