Dan Dier Cfp®, Cspo, Lean Six Sigma, Aws (Clf) Email & Phone Number

As a Senior Business Analyst/Product Owner at T. Rowe Price, I apply my 25+ years of experience in the financial industry to identify opportunities for enhanced customer interactions and create innovative tools and processes. I have a CFP certification, a CSPO certification, and a Lean Six Sigma practitioner credential, which enable me to combine financial planning, agile development, and process improvement methodologies in my work.My passion is to leverage quality data to anticipate the partners' true needs and deliver the best solutions for all parties. I have contributed to the development and design of several well-known online retirement advice tools, including the "confidence score" and the Monte Carlo modeling. I have also developed fiduciary-focused associate metrics that measure client understanding and appropriate decision making. I believe that delivering the right solution is the key to sustainable success for both the client and the business.