Dan Lonergan – CEO
A Financial Services professional with more than 25 years of experience covering all aspects of the Front, Middle, and Back Offices of Broker/Dealers, Banks, and Asset Management firms Dan has performed roles in operations, management, and business development for some of the most complex and demanding Financial Firms in the U.S. and abroad.
Dan started his career in Financial Services as a licensed series 7 & 63 representative before migrating to the operations and business processing side of the business. With extensive systems implementations and business conversions he has converted (literally) hundreds of B/D firms (typically) from fully disclosed to self-clearing environments, as well as initiating and establishing new B/Ds and RIAs from scratch in Professional Services Consultancy roles.
Dan’s business development roles include successful sales for startup entrepreneurial firms, professional services consultancy firms, as well as Fidelity, Sungard, and Schwab.
