Dan was the architect of the client experience program at State Bank. This program personalized an impersonal channel to attract new and existing customers from all demographics, it displaced 8-10K contacts per month throughout Operations and Branch locations so they could focus on primary responsibilities and sales goals, and it set a new standard for client satisfaction. Dan was responsible for the Client Care team, Online banking, and the Online Branch for State Bank and Trust Company.

Dan was tasked with managing the web client experience for the Corporate Services division of E*TRADE Financial.

Dan was the founder and board member of W2B Technologies Inc.. W2B Technologies Inc. created Where2Bank.com, a website allowing consumers and small businesses to search for financial institutions that meet their banking needs through an unbiased, user friendly, one of a kind search engine.

Dan created and managed the online offering of TriState Capital Bank (TriState Capital Direct). Dan was also tasked with managing and developing Deposit Operations, Treasury Operations, Online Banking, and associated products.

Dan was tasked with managing several departments throughout Bank Operations. These departments included Deposit Operations, Cash Management Support, Payment Services, Decision Support, and Mail Room Services.

Challenged to establish and oversee a new department that effectively manages Fed Adjustments, Check 21 products/services, Deposit/In-Clearing processes, check/document imaging, and mail room operations. Primary focus is vendor management and cost reduction efforts.