Senior Vice President
Boston, United States

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 reports

Upcoming events

  • Celent Corporate & Business Banking Roundtable: From Disruption to Transformation
    26 September 2017
    8:00 am PST; San Francisco, United States
    Banking has been undergoing both disruption and transformation. Digital giants and fintechs have been attracted to the business due its significa…
  • The Relevance of Omnichannel Banking in the Age of Digital Disruption
    27 September 2017
    Webinar: 2:00 PM New York
    Digital disruption in the banking arena is accelerating. Pure digital firms have raised the bar for customer expectations regarding convenience,…
  • CSI Customer Experience 2017
    9 - 11 October 2017
    Orlando, United States
    CSI Customer Experience 2017 is a fintech and regtech conference for senior executives, IT leaders, compliance officers and operations profession…
  • SIBOS
    16 - 19 October 2017
    Toronto, Canada
    For nearly 40 years, Sibos has brought financial leaders together to network, collaborate and make sense of changes in the industry. The Sibos co…