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 areas of the business including, operations, HR, admin, and Advisor best practices. Monitor performance and take corrective measures when necessary. Partner with founders on sales management to ensure investment capital can achieve growth targets and future acquisitions. Build and maintain trusted relationships with key customers, clients, partners, and stakeholders.The financial advisors with Denver Wealth Management are registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section. Investment advice offered through Denver Wealth Management, Inc., a registered investment advisor. Denver Wealth Management, Inc. is a separate entity from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which the financial consultants with Denver Wealth Management are registered to do business, please visit: https://www.denverwealthmanagement.com/

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, financial budgeting, cost management, and realizing promoted efficiencies and ROI.

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 operational capabilities, management oversight of over 75 business, technology, and project management personnel.

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 responsibility, account servicing, back and front office operations and migration to new technologies. Served as a trusted advisor and resource to all major functional departments.• 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 million in servicing costs annually.

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 and operating departments to foster, influence and cement lasting business relationships to drive results.• 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, new product launches, investment mergers, platform reengineering, external systems integration and B2B conductivity.• 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 initiatives with an emphasis in new product launch and enhancement efforts.

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 service provider.• 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 enhanced functionality.