Biography
With a wide range of experience in industry and as a consultant, Dan brings examples from outside financial services to help banks improve their customer relationships, with a particular emphasis on the importance of technology and culture.
Dan's coverage areas include digital and omnichannel banking, innovation, artificial intelligence, and the banking ecosystem. He has a passionate interest in behavioral economics, exploring why consumers and humans make the decisions they make, and what the implications are for banks.
Dan has been widely quoted in the press, including the Wall Street Journal, American Banker, Boston Globe, CNBC, and CNBC Europe. He is also a frequent speaker at industry conferences and client gatherings, having addressed audiences ranging from intimate meetings with CEOs and central banks to keynote conference speeches in more than a dozen countries.
Prior to Celent, Dan led research groups at Deloitte and IBM, worked in industry at Merrill Lynch (where he lived in New York, Tokyo and London) and Liberty Mutual, and was a consultant at McKinsey & Co.
Dan received a Masters in Public Administration from the John F. Kennedy School of Government at Harvard, and an undergraduate degree in Philosophy from Dartmouth College. He holds the Chartered Financial Analyst designation from the CFA Institute and sits on the Boston Fed's Consumer Payments Research Center Advisory Board.
Latest insights
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21 May 2018
Banks are saying the right things on digital, but aren't yet executing it really well. Our eighth digital panel revisits our inaugural effort, ex… -
15 May 2018
Winners at Finovate Spring have been announced. What, though, were the key themes that emerged across 54 company presentations? We’ve distilled t… -
24 April 2018
Bank of America is Celent's Model Bank of the Year Celent has awarded its 2018 Model Bank of the Year to Bank of America for its efforts to break… -
24 April 2018
Celent recognizes MoneyLion as the 2018 Model Bank: Financial Wellness for their Nonbank Mobile Platform Using State of the Art Techniques to Hel…
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24 - 27 September 2018
New York, United StatesFinovateFall is returning to NYC! Join us for three days of wall-to-wall fintech activity, featuring Finovate’s signature combination of fast-pac… -
2 October 2018
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21 - 24 October 2018
The Venetian, Las Vegas, United StatesMoney20/20 US is 2018’s Payments and FinTech event. It’s where the Payments, Commerce and Financial Technology ecosystem unites to create and rev… -
22 - 25 October 2018
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31 May 2018
We’re in full swing for conference season. We hosted our own Innovation & Insight Day last month in Boston, and recognized 25 winners for their i… -
29 March 2018
We’re in full swing for the conference season. We hosted our own Innovation & Insight Day last month in Boston, and recognized 25 winners for the… -
1 February 2018
Greetings! It’s hard to believe that we’re already a month into the new year. This was my fifth January at Celent, long enough to figure out the…