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Work Background
President of the Board of Directors
40 West 67th Street CorporationPresident of the Board of Directors
May. 2023New York, New York, United States
Senior Vice President-Banking & Financial Services
CognizantSenior Vice President-Banking & Financial Services
Oct. 2019 - Nov. 2021Greater New York City AreaNorth American leader with full P&L responsibility with 15 direct reports and 37,000 indirect across sales and delivery for business scope of revenue equalling $2.5B. Engaged by leadership to set a new strategy for Banking and Financial Services, to transform operationally, rebrand for digital and to restore to growth. The transformation cut across all aspects of our business, from sales through to delivery, by moving in 2 key dimensions (delivery toward sales leadership and from product to industry solution orientation). At the heart of the people-led transformation was a career methodology that established alignment between individual and collective purpose, focussing on emotional intelligence. Key accomplishments - •Achieved consistent quarterly growth for the first time in 4 years from start point of decline. •Shifted over 60% of the sales associates and relationship leaders within 1 year through aggressive hiring to attain mature C-Suite skills to enable reach beyond the IT Director. •Established a Industry Solutions Team “engine-room” that enabled agile market operations by connecting strategy, partner ecosystem management, analyst and advisor relations and marketing. Recognition within the analyst and advisor community for the shift toward codified business relevant solutions that has begun to change our approach with our client base. •Major rationalization of client base to drive focus and more meaningful relationships to go wider and deeper with selected clients. •Led the charge for aligning individual and collective purpose through the deployment of a unique career development methodology across the BFS organization and extended it across many affinity groups (Pan-Asian, Black and Latino, Women Empowered and LGBT+).
Advisory Board Member
Radboud University Finder Research ProgrammeAdvisory Board Member
Nov. 2018 - Jan. 2023United KingdomDan is part of a four-year research project on collaborative fintech networks, funded by the European Union and underwritten by the Marie Curie Grant.
Group Senior Vice President Global Financial Services & Insurance Sector
AtosGroup Senior Vice President Global Financial Services & Insurance Sector
Jul. 2015 - Nov. 2018Paris Area, FranceP&L responsibility for Global Financial Services and Insurance Sectors, amounting to $3.5B in yearly revenue with 17 senior direct reports and over 22,000 delivery associates. Mission was to transform and refine from commodity solutions toward value services for the purpose of growth and increased profit. This required a change in our solutions offering and a transformation in our approach to taking on prudent risk to shift away from a simple managed service model toward one that played a significant role across business operations for our clients. The development of a partner ecosystem played a significant role in marshalling valued assets for the industry. •Revenue from a decline of 6% to over 7% growth within 3 years. Signings @ 167% of revenue, indicating a strong future for growth in yearly annuity. •Set new strategy to change the risk assumption profile by codifying industry solutions with the development of partner capability with combined assets. •Shift toward Business Process Outsourcing which saw the largest signings take place for the purpose of managing contact centers and claims administration. •Established a new global client relationship model across all industry sectors with increased talent pool to serve clients beyond the IT shops to the lines of business. •Stemmed attrition by leveraging a career methodology as a way to bring commitment by management as a duty of care.
Vice President & General Manager - Global Infrastructure Services
DXC TechnologyVice President & General Manager - Global Infrastructure Services
Mar. 2014 - Oct. 2014GlobalResponsibility for Global Infrastructure Services across the commercial segment for all industries with revenue of $4.5B. 22 direct reports across all packaged managed solutions as well as those that served all industry sectors. Responsible for the bid machine as well as the deal engagement and due diligence on all deals above $50m. Additional responsibility addressed project management, 3rd party advisor relations and regional offerings sales. •Growth beyond 4% from a declining and very competitive/commodity driven base. •Establishment of a deal engagement team that delivered new methodologies for the assumption of risk for greater profit with mechanisms to ensure protection during the course of each large client opportunity. •Worked with each sector to determine key areas of focus to establish critical mass on a solution basis to build notoriety for specific capability. •Led the “millennial” young professional group to significantly engage with the future of the company to build loyalty and long-term commitment through solid career management and mentoring for retention.
Vice President - Global Financial Services Sector - Growth Markets Unit
IBMVice President - Global Financial Services Sector - Growth Markets Unit
Apr. 2012 - May. 2013Sao Paulo, BrasilContext: The MD role is considered the highest executive level role for P&L ownership for the most important and global clients int he IBM portfolio. It addresses all aspects of every IBM offering, from Hardware, Software, Maintenance, Managed Services and Outsourcing. It reports globally and has full authority over all decisions related to the global account. •Drove the birth of the first Globally Integrated Account structure for the largest bank in South America (SA). •Established an upgraded team to take a very large business to new levels with greater profit. Team closed the largest software and services deal in history for SA at over $1B.
Managing Director - Barclays W/W Integrated Account
IBMManaging Director - Barclays W/W Integrated Account
Jul. 2008 - Apr. 2012•Responsible for global relationship and P&L for all IBM products and services with one of the big 4 UK banks. •Transformation of a troubled relationship with high value to IBM that required a quick turn-around strategy with a new team and supplemental capability. •The growth to over 12% CAGR during the 5 year period re-established the brand activity toward key business initiatives to help manage fraud, Identity, customer relationships through the newly emerging field of business analytics. •Yearly revenue - $350m.
Vice President - Financial Services Sector - Greater China Group
IBMVice President - Financial Services Sector - Greater China Group
Mar. 2006 - Aug. 2008•Full P&L responsibility for Banking and Financial Services across China, Hong Kong and Taiwan with a business scope for all IBM products and services offerings equalling over $1.5B. •Business growing, but not with the market. Requirement to transform for growth by leveraging the culture. Significant change across the relationship teams brought growth to 32% from 6% within 2 years. •Shifted from 100% product business to 25% services by hiring new capability and reassignment of existing skill base to complementary functions. Management team moved to 60% women from 80% male dominated over same time period, driving an marked contribution to the employee opinion survey (20% change to over 90% positive). •Established the Integrated account structure across 3 of the major accounts and placed full teams to manage new relationship model for growth and value. •Groomed replacement from existing team and she eventually became the General Manager for the whole of the Greater China Group.
Managing Director - RBS W/W Integrated Account
IBMManaging Director - RBS W/W Integrated Account
Jan. 2001 - Jul. 2006•Named in first round of 21 newly established Globally Integrated Accounts for the company where the role of Managing Director had full responsibility for the P&L at account level. Strong vetting process personally supervised by the CEO and President of IBM. •Account needed strong support of IBM through the largest, most successful, acquisition to achieve a cost:income ratio of 42% from a start point of over 73%. The critical dependence during this shift toward lower cost platforms was owned by the IBM team. •Signings of $500m were captured with an annuity change from $150m to $275m. •Recognized as supplier of the year by the CIO & CEO.
Director - Strategic Outsourcing, Finance Sector- EMEA
IBMDirector - Strategic Outsourcing, Finance Sector- EMEA
Jan. 1997 - Jan. 2001Europe, UK & Ireland•Established newly integrated team to capture managed services/outsourcing share across EMEA. •Closed over $4.5B in total contract value to IBM during this time period as a player-coach leading teams and deals through strategy and negotiation across most of the EMEA landscape.
Client Solution Executive - Desktop Outsourcing - USA
IBMClient Solution Executive - Desktop Outsourcing - USA
Jan. 1996 - Jan. 1997•Deal maker In newly established competency for the USA in desktop and distributed managed services. •Framed the components of the offering and drove first signings at major clients delivering over $250m In total contract value.
Business Unit Executive - ADP W/W Relationship
IBMBusiness Unit Executive - ADP W/W Relationship
Jan. 1991 - Jan. 1996•Scope for all IBM products and Services. •Responsible for global client relationship management for the largest global payroll services provider with yearly revenue of over $200m. •CAGR during tenure above 20% with complex operation of over 43 significant data centre operations.
Client Unit Manager - State of New Jersey and Higher Education
IBMClient Unit Manager - State of New Jersey and Higher Education
Jan. 1989 - Jan. 1991•Responsible for all products and services with primary focus on relationship recovery. •Increased revenue by over 15% to over $125m during tenure.
Scientific and Technical Computing Manager
IBMScientific and Technical Computing Manager
Jan. 1988 - Jan. 1989•Responsible for all technical offerings across all sectors In the Princeton, NJ branch office. •Drove solutions packaging for AI, Scientific and Technical Computing to Universities and Pharmaceutical clients.
Unix Platform Area Leader - Mid-Atlantic Area
IBMUnix Platform Area Leader - Mid-Atlantic Area
Jan. 1986 - Jan. 1988Dan led the opening of the Unix market across the Mid-Atlantic area spanning five states. •UNIX product marketing and closure for the new RISC Technology product line to address the scientific and technical market as well as the commercial business sector. •Deployed “train-the-trainers” program to expose capability to a very broad geography at the start of product launch with over 300 dedicated sales leaders. •Drove first instances of product placement resulting in over 150 new installations.
Technical Marketing Representative
IBMTechnical Marketing Representative
May. 1983 - Jan. 1986Mid-Atlantic Area•Responsible for revenue and client satisfaction across very large and important research and education geography. Highly technical products suite of Nuclear Magnetic Resonance, Fourier Transform and UV Spectrometry as well as Liquid and Gas Chromatography. •Very successful in building new base of installation across key and influential research facilities.
Sales Leader - Northeastern USA
Micromeritics Instrument CorporationSales Leader - Northeastern USA
Jan. 1981 - May. 1983•Responsible for revenue and client satisfaction across very large and important research and education geography. Highly technical products suite of Particle Technology and Liquid Chromatography instrumentation. •“Soup to nuts” operation where demonstration of the products, sales, administrative and service coordination were part of the daily work. •Recognized regularly on a quarterly basis for excellent achievement.
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