Dan Herrmann Email & Phone Number

Greenwood Village, Colorado, US

Helping to lead and transform this growing firm from a ‘company’ to an ‘enterprise’. Reporting to the two founders, responsibilities include: redefining the current business model with efficiency and scalability as a goal. Develop actionable business strategies and plans that ensure alignment with short-term and long-term objectives. Directly oversee all.

San Francisco, California, US

Leading teams within the Institutional Retirement and Trust Division of Wells Fargo. Multiple teams having responsibilities for corporate plans include Client Servicing, Program Management, Operations, Trust and Custody, and Plan Compliance/Audit.

Greenwood Village, CO, US

Relationship and project management responsibilities for the largest of Great West’s institutional partners. Responsibilities include project portfolio oversight and prioritization, staff mentoring, and annual business planning. Operational responsibilities include identifying and sponsoring large efficiency efforts across geographically disbursed teams.

New York, New York, US

Responsible for product development, business integration, and product delivery for major new clients. Current client deployment will enable global investing capabilities to over 6 million customers. Major project components include seamless integration of two separately hosted websites into a single international trading platform, outsourcing major.

Atlanta, GA, US

• Had full responsibility in directing all facets of Oppenheimer’s $2+ billion relationship with Illinois and Oregon’s 529 College Savings Plans including development and launch of new investment products, complete P&L.
• Drove the total redesign and implementation of a compliant, user friendly, CRM/ERP transactional web site that dramatically improved relationships with investors and advisors while slashing customer service costs.
• Implemented key cost reduction efforts including redesign and implementation of existing inflexible servicing and recordkeeping platforms to a new contemporary customer centric integrated system saving approx $1.2.

Atlanta, GA, US

• Recruited by the Senior Vice President of Operations to drive strategic operational and new product initiatives in support of the $210+ billion of assets under management. Worked closely with the senior executive team.
• Provided enterprise-wide leadership directly for the COO for several high-impact complex projects involving virtual project teams of over 100 people including the rearchitecture of the main account servicing system.
• Critical role in creating, staffing and leading a wholly new forty person department including more than 35 project managers, analysts, and business support personnel, managing all of the corporation’s largest.

Atlanta, GA, US

• Directed a team of 23 application developers charged with developing and maintaining many of Oppenheimer’s most critical systems in support of the Retirement Plans and Monetary Control business lines.
• Led development of key applications for a large strategic project designed to convert back office departmental processing, reporting, and loan servicing capabilities from existing legacy systems to an outsourced.
• Managed team to build enhanced front-end user interface for multiple retirement plan applications focusing on Plan Administrators and the Transfer Agency’s 600 employees to have improved real-time information and.