Team Members

Dan joined the Senior Management Team of AWM&T in January 2019. As CFO, Dan is responsible for financial leadership and technology innovation at AWM&T. Dan has 30 years of financial and operational experience with financial services and wealth management technology organizations. Prior to joining AWM&T, Dan was the CFO for Fiserv Investment Services, a leading provider of wealth management technology. Earlier roles included Vice President of Financial Planning & Analysis for Broadridge, where he helped lead Broadridge’s IPO, and CFO and COO for SunGard Portfolio Solutions, a technology provider to financial service firms. He graduated from Seton Hall University with a BS in Finance.