Summary
Overview
Work History
Education
Timeline

DAN BRYANT

Boston

Summary

Finance & Capital Markets |Information Technology Strategy |Operational Excellence Risk Management | Business Transformation | Regulatory Compliance | Talent, Culture Dynamic and engaging business partner and change agent with 20+ years of leadership experience driving continuous improvement in performance and impact of technology for leading firms in financial services. Possesses detailed understanding of business drivers in highly regulated and competitive global financial markets businesses, with proven ability to set and deliver strategy, oversee timely execution of complex programs, enhance clarity, efficiency, speed, and accuracy. Facilitates business expansion and increased revenues through adoption of innovative solutions, enhanced use of data, and integration of new technology, including SaaS, cloud, DLT and AI, to decrease costs, increase flexibility and efficiency. Identifies and mitigates operational risks, boosts resilience, and ensures compliance with evolving regulation. Standardizes and integrates functions and processes, applying Agile methodologies to optimize outcomes in change projects. Forges and maintains ongoing engagement with business owners to align technological, operational, and commercial priorities. Engages across functions and geographies to ensure coherent and effective approach to business challenges. Recruits, directs, and develops diverse, high-performing teams, empowered to deliver and make decisions. KNOWLEDGE & EXPERTISE Banking & Finance | Capital Markets | FI, FX, Rates, Derivatives | Emerging Markets | Sales & Trading | Technology Infrastructure | Business Strategy & Planning | Operational Excellence | Risk Management | Control Frameworks | Cost Efficiency | Change Leadership | Program Management | Business Process Improvement | Organizational Development Post Merger Integration | Restructure | Talent & Culture | DEI | Net Zero | Sustainability | Zero Trust | Vendor Mgmt

Overview

34
34
years of professional experience

Work History

Executive Director

01.2017 - 01.2021
  • Selected to lead blockchain project based on proven track record managing clients, partners and vendors
  • Following migration project, delivered continuous improvement through series of change projects, afterward heading internal IT research group to supervise RFI and assess efficacy of vendor solutions
  • Led design and rollout of global trade information warehouse mainframe conversion to distributed ledger technology (DLT) hosted on AWS cloud with IHS MarkitSERV
  • Managed multiple vendors, including IBM, Axoni, TCS, and R3
  • Led machine learning project using AWS Sagemaker to develop and train sentiment analysis model with data from Reddit on meme stock integrated with Snowflake data to create predictive model forecasting trade volume fluctuations.

Executive Director

DTCC
01.2014 - 01.2017
  • Led migration of Omgeo services to, in addition to leading client experience reimagination efforts
  • Integrated all internal solutions, including email, HR, CRM, Workflow, Payroll, and Billing with teams in Boston, Jersey City, and Chennai
  • Standardized corporate portals, client self-service, and CRM solutions, converting from MS CRM to Salesforce.com and adopted IBM BPM to migrate Lotus Notes, Tibco, and Metastorm workflow systems onto single platform
  • Boosted team effectiveness by over 50% through Agile training program for transition from Waterfall to Agile development including use of Jira and PPM
  • Significantly improved team morale by increasing feedback cycle.

Executive Director

Omgeo
Boston, MA
01.2005 - 01.2014
  • Business Information Systems
  • Appointed to lead optimization of business systems for industry leader, providing middle office trade processing to 6,000+ firms in 52 countries with products for buy-side, sell-side, and custodian clients
  • Collaborated with business to develop strategy and road map, leading switch from two external providers to internal solution
  • Enhanced value and relevance of data while constraining costs as business tripled from $100M to $300M annual revenues
  • Led rationalization of organizational information systems, software applications, IT support, and infrastructure
  • Aligned IT solutions across BU based on corporate priorities
  • Directed and managed plans, schedules, policies, and programs for data processing, network communications, business operations, computer services, and MI systems
  • Initiated step change improvement in value and impact of data, standardized globally through selection and implementation of Salesforce for SFA, CRM, Knowledge, Communities, and Customer service models to global workforce
  • Led CRM change management implementation with business process re-engineering for informational dashboards offering complete knowledge of sales cycle, customer management, and pipelines
  • Delivered $1.2M annual cost savings in telecom charges through network modernization program
  • Designed, selected, and implemented Cisco VoIP solution to seven offices worldwide, with global call center supporting multiple languages
  • Drove efficiency and facilitated innovation through design of new corporate data center, later expanded to support development and testing environments for CTO organization
  • Implemented core technologies which increased data protection, virtualization, security and resiliency
  • Reduced client onboarding timeframe by over 50%
  • Developed and implemented more than 50 customized workflows through selection and use of Metastorm BPM platform
  • Enhanced clarity and flexibility, overseeing adoption of first SaaS solution for HR, Workday, migrating data from ADP
  • Led conversion from JD Edwards to Oracle EBS and implemented Bonaire Revport system that supports transaction-based billing
  • Boosted quality of client service through design, development, and rollout of self-service client-facing portal, with knowledge articles and state-of-the-art production uptime dashboard for all products, including client testing environments
  • Reduced operational risk and ensured regulatory adherence, coordinating across corporate functions, control teams, and other COOs to execute business priorities and drive books of work and key business initiatives
  • Led multiple positive internal, external and SEC audits.

Vice President

The Yankee Group
Boston, MA
01.1996 - 01.2005
  • IT
  • Recruited by prestigious boutique technology research and consulting firm with 70 analysts by 2005
  • Tasked with delivery of operational and technology BAU as well as directing change programs, including navigating sale to Reuters in 2000 for $72.5M and purchase by Decision Matrix Group for $30M in 2004.

Vice President

Finelle Industries
Boston, MA
01.1987 - 01.1995
  • Serially promoted to operational leadership across corporate functions, including MIS and Data Management, Finance, Purchasing, Customer Service, and Order Distribution for privately owned, women’s health and beauty manufacturer.

Depository Trust & Clearing Corporation, DTCC
Boston, MA
01.2014

Executive Director

01.2021
  • Appointed to manage and lead a combined Salesforce Team of 20 with 5 Product Specialists in the US and 15 Salesforce Developers and Administrators globally
  • Charged with resolution of issues around delivery, timeframes, and roadmaps
  • New, unified approach ensured coherence and prevented roadblocks
  • Reestablished business trust
  • Built out new team to deliver quality solutions in cost-effective and timely manner
  • Implemented test-driven development processes that reduced post-production defects by 50%
  • Designed and implemented SFDC intake process to support users across Sales, RM, Client Onboarding, Client Services & Support, Integration, and Data Guardian teams, implementing over 300 internal client requests per year
  • Advanced data accuracy in conversion of Salesforce communities’ site to internal portal MyDTCC
  • Managed process and oversaw data cleanup to deliver 99.99% accuracy post migration across more than 25,000 accounts
  • Enhanced clarity and efficiency through implementation of IBM BPM workflows to support Audit, Corporate Actions, Client Onboarding, and Risk Management teams across multiple processes
  • Managed developers and product owners
  • Delivered 8% cost savings through negotiation of improved terms with Salesforce vendor on contract renewal
  • Gained further savings of 50% from original proposal in negotiation for workflow software licensing and professional services, leading RFI / RFP vendor selection process and recommended adoption of new onboarding workflow solution.

Education

CIO Certification Program -

Securities Industry Institute (SIFMA), University of Pennsylvania, Wharton Business School, Carnegie Mellon University

BS - Mathematics & Computer Science

University of Massachusetts
Enterprise Agile Development; Scrum

Kanban | Lean Six Sigma Green Belt -

Timeline

Executive Director -
01.2021
Executive Director -
01.2017 - 01.2021
Executive Director - DTCC
01.2014 - 01.2017
- Depository Trust & Clearing Corporation, DTCC
01.2014
Executive Director - Omgeo
01.2005 - 01.2014
Vice President - The Yankee Group
01.1996 - 01.2005
Vice President - Finelle Industries
01.1987 - 01.1995
Securities Industry Institute (SIFMA), University of Pennsylvania, Wharton Business School, Carnegie Mellon University - CIO Certification Program,
University of Massachusetts - BS, Mathematics & Computer Science
- Kanban | Lean Six Sigma Green Belt,

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DAN BRYANT