Senior Vice President, Head of Banking
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 insights

View all insights

Related events

  • 24 - 27 September 2018
    New York, United States
    FinovateFall 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
    Current at Pier Sixty, NY, United States
    This coming September will mark ten years since the Lehman Brothers collapse – the straw that broke the global financial system into shambles. No…
  • 21 - 24 October 2018
    The Venetian, Las Vegas, United States
    Money20/20 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
    Sydney, Australia
    Sibos brings financial leaders together to network, collaborate and find solutions to industry challenges. The theme for 2018 is “Enabling the di…
View all events

Related news

  • 23 July 2018
    As Celent analysts meet to discuss what we’re hearing from clients, one theme percolating for a couple of years has recently come to a boil: cust…
  • 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…
View all news articles