Financial Service Consultant
Current
Feb 2022 - Present
AeroLeads people directory · profile
Dan Ferrara Email & Phone Number
Financial Consultant at Edward Jones
at
Edward Jones
1 work email found
@veritude.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Consultant at Edward Jones
Location
Greater Boston, United States, United States
Who is Dan Ferrara? Overview
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Quick answer
Dan Ferrara is listed as Financial Consultant at Edward Jones at Edward Jones, based in Greater Boston, United States, United States. AeroLeads shows a work email signal at veritude.com and a matched LinkedIn profile for Dan Ferrara.
Dan Ferrara previously worked as Financial Service Consultant at Edward Jones and Senior Business Analyst at Fidelity Investments. Dan Ferrara holds Mba, Management from Babson F.W. Olin Graduate School Of Business.
Company email context
Email format at Edward Jones
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{first_initial}{last}@veritude.com
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AeroLeads found 1 current-domain work email signal for Dan Ferrara. Compare company email patterns before reaching out.
Profile bio
About Dan Ferrara
I work across multiple business units to provide insights into our financial trends, forecasts, and targets. I strive to provide transparency and insights into how our operational teams are performing to allow for more strategic decisions to be made across our senior leaders.Specialties: • Business Objects Report Writer, Universe Designer, Report Writer, Desktop, and Web Intelligence• Hyperion Essbase DBA, Hyperion Calc Script Writer, Hyperion Boot Camp• Power BI Visualizations
Listed skills include Cross Functional Team Leadership, Project Management, Finance, Financial Analysis, and 14 others.
Current workplace
Dan Ferrara's current company
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10 roles · 33 years
Dan Ferrara work experience
A career timeline built from the work history available for this profile.
Senior Business Analyst
Support Global Security and Investigations (GSI) business unit with financial planning and analysis with the annual multi year plan, budget and forecastUtilized Anaplan to create GSI Operating Expense Budget, Forecast and Multi-Year PlansPrepare and present Global Security Operations monthly financial review to senior leadership teamSupported Finance.
Jan 2019 - Jun 2021
Senior Financial Analyst
Prepared monthly Board Packages for the Chief Financial Officer to present to FTS Board of DirectorsSupported the director of financial planning and analysis with the annual budget development and processCoordinated with Fidelity business units on the annual budget submissionSupported the Fidelity business units, Operations, and Senior Leadership team with.
2009 - 2019
~10 yrs
Senior Business Analyst
Automated over 100 management reports using Web Intelligence’s scheduling functionality which allowed the reduction of one FTEManaged the Hyperion Project to realign Essbase outline to business reorganizationAttended Hyperion Essbase Boot camp training and managed Hyperion Essbase administrative dutiesDeveloped Financial Reporting using Hyperion SmartView.
2006 - 2009
~3 yrs
Business Analyst
Provided Quality Assurance Testing on Client Management reports that are provided through Veritude.com web portal to all internal and external clientsWrote Business Requirements documentation for several different system enhancement.Managed the user acceptance testing for Professional Services Management (PSM) system, Scout Enhancement project and the.
2004 - 2006
~2 yrs
Business Analyst
Provided financial support to the Community Relations, Sponsorships, and Event Management groups.Created MS PowerPoint presentations for senior managementThrough improved management reporting, leveraged negotiations with vendors to save over $700k yearly
2000 - 2004
~4 yrs
Financial Analyst
Developed ad hoc management reports using Business Objects, Microsoft Access, and ExcelDeveloped senior management presentations in MS PowerPointCreated trend analyzes on the daily, weekly, monthly, and yearly Institutional mutual fund sales
1999 - 2000
~1 yr
Business Analyst
Reduced disruptive cash flows by $200M in assets within seven monthsCreated and implemented process to track disruptive mutual fund trading to minimize cash flow volatility within the Fidelity Investments Retail environmentDeveloped management reports to monitor disruptive trading behaviors
1997 - 1999
~2 yrs
Business Analyst
Fleet Financial Group
Analyzed Consumer Leading Portfolios for asset quality using credit scoring servicesDeveloped profitability models for new Consumer Lending products Performed trend and profitability analyses of Consumer Lending Portfolios using MS Access, SAS, and Business Objects as the primary analytical tools
1995 - 1997
~2 yrs
Operations Analyst
Fleet Financial Group
Team Leader for Total Quality Management Team, which reduced customer ATM errors by 50%.Project Manager for Fleet Automated Bill Payer System. Worked with programmers from development, testing through implementation of system Identified operational inefficiencies and developed new processes to streamline data input operations
1993 - 1995
~2 yrs
2 education records
Dan Ferrara education
Mba, Management
Babson F.W. Olin Graduate School Of Business
Bachelor Of Science (B.S.), Economics
United States Military Academy At West Point
FAQ
Frequently asked questions about Dan Ferrara
Quick answers generated from the profile data available on this page.
What company does Dan Ferrara work for?
Dan Ferrara works for Edward Jones.
What is Dan Ferrara's role at Edward Jones?
Dan Ferrara is listed as Financial Consultant at Edward Jones at Edward Jones.
What is Dan Ferrara's email address?
AeroLeads has found 1 work email signal at @veritude.com for Dan Ferrara at Edward Jones.
Where is Dan Ferrara based?
Dan Ferrara is based in Greater Boston, United States, United States while working with Edward Jones.
What companies has Dan Ferrara worked for?
Dan Ferrara has worked for Edward Jones, Fidelity Investments, and Fleet Financial Group.
How can I contact Dan Ferrara?
You can use AeroLeads to view verified contact signals for Dan Ferrara at Edward Jones, including work email, phone, and LinkedIn data when available.
What schools did Dan Ferrara attend?
Dan Ferrara holds Mba, Management from Babson F.W. Olin Graduate School Of Business.
What skills is Dan Ferrara known for?
Dan Ferrara is listed with skills including Cross Functional Team Leadership, Project Management, Finance, Financial Analysis, Business Objects, Program Management, Financial Services, and Leadership.
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