Daniel R. Ryan Email and Phone Number
Financial Services leader with deep experience in Risk Management and Alternative Investments. I believe anything can be accomplished with the right mix of effort, skill, trust, discipline, tenacity, optimism, urgency, and leadership. Several areas of focus and expertise include:- Developing deep, meaningful relationships across clients, investors and industry partners- Leading Quality Assurance end-to-end reviews of risks, controls, processes, and activities to ensure adherence and identify opportunities for improvement- Identifying and tracking remediation items across the spectrum based on results of comprehensive reviews- Building, cultivating and leading high performing teams- Driving operational performance/execution with optimal efficiency- Partnering and applying influence across functions/organizations to solve problems and get items over the finish line- Defining and managing the product offering- Setting, developing and executing sustainable business strategy- Reimagining and transforming existing service models- Designing and implementing location strategy, locally and globally- Producing and delivering investor-level and client-level reporting- Executing detailed project plans on time and on budget - Running onboarding and offboarding for new and existing clients/funds- Writing (and conducting training on) procedures, policies, checklists, workflows, best practices and job aids- Performing due diligence reviews on compliance and regulatory items such as AML/KYC, FATCA/CRS, ERISA, SEC-TA, etc- Navigating team through successful internal and external (SOC-1/SSAE-16, etc) audit cycles- Operating with an audit-ready mindset in an increasingly regulated environmentMy experience is complimented by an MBA with dual concentration in Financial Planning and Management. I love and am passionate about what I do and it's a privilege to work with amazingly talented people and market leaders across the industry.
Wells Fargo
View- Website:
- wellsfargo.com
- Employees:
- 246787
-
Senior Lead Control Management Officer - Strategy Lead - Customer Remediation Verification - CooWells Fargo Nov 2021 - PresentCharlotte, North Carolina -
Senior Vice President - Enterprise Independent Testing - Business Controls ManagerBank Of America Dec 2018 - Nov 2021Charlotte, North Carolina -
Vice President - Alternative Investment Services - Investor RelationsJpmorgan Chase & Co. Jan 2015 - Sep 2018Boston, Massachusetts -
Assistant Vice President - Alternative Investment Services - Investor RelationsJpmorgan Chase & Co. Sep 2011 - Jan 2015Boston, Massachusetts -
Senior Associate - Complex Accounting & Administration Group - Investor ServicesBny Mellon Mar 2010 - Sep 2011Greater Boston Area -
Senior Analyst - Alternative Investment Services - Investor Relations & Fund AccountingJpmorgan Chase & Co. 2008 - Mar 2010Boston, Massachusetts -
Senior Allocation Analyst - Corporate Planning & AllocationThe Tjx Companies, Inc. 2006 - 2008
Daniel R. Ryan Education Details
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Management, Financial Planning -
Management, Marketing
Frequently Asked Questions about Daniel R. Ryan
What company does Daniel R. Ryan work for?
Daniel R. Ryan works for Wells Fargo
What is Daniel R. Ryan's role at the current company?
Daniel R. Ryan's current role is Financial Services, Risk, and Control Leader.
What schools did Daniel R. Ryan attend?
Daniel R. Ryan attended Bentley University - Mccallum Graduate School Of Business, Bentley University.
Who are Daniel R. Ryan's colleagues?
Daniel R. Ryan's colleagues are Katie Mcclendon, Manisha ., Ann Haynes, Clarissa Winger, Cheryl Shikle, Nithish Goud Parepally, Sheila Bittner.
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