Dan is a proven leader with decades-long experience in building teams that deliver solutions to support the success of some of the largest wealth management firms in the industry. Well respected, he engages with clients and prospects, articulating the value of BetaNXT’s innovative technology and services so the firms we serve can transform and grow their businesses with us to reach their greatest potential.
Dan most recently served as Head of Sales for Wealth Management at Broadridge. His experience also includes senior leadership positions in sales, marketing, and product management for Morgan Stanley, AssetMark, Advantax, Cetera Financial Group, FolioDynamix (acquired by Envestnet), and Refinitiv/London Stock Exchange Group. Dan adds vast ideas and experience, as well as contagious enthusiasm, to the BetaNXT leadership team.