Daniel R. Ryan

Daniel R. Ryan Email and Phone Number

Financial Services, Risk, and Control Leader @ Wells Fargo
san francisco, california, united states
Daniel R. Ryan's Location
Charlotte Metro, United States
About Daniel R. Ryan

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.

Daniel R. Ryan's Current Company Details
Wells Fargo

Wells Fargo

View
Financial Services, Risk, and Control Leader
san francisco, california, united states
Website:
wellsfargo.com
Employees:
246787
Daniel R. Ryan Work Experience Details
  • Wells Fargo
    Senior Lead Control Management Officer - Strategy Lead - Customer Remediation Verification - Coo
    Wells Fargo Nov 2021 - Present
    Charlotte, North Carolina
  • Bank Of America
    Senior Vice President - Enterprise Independent Testing - Business Controls Manager
    Bank Of America Dec 2018 - Nov 2021
    Charlotte, North Carolina
  • Jpmorgan Chase & Co.
    Vice President - Alternative Investment Services - Investor Relations
    Jpmorgan Chase & Co. Jan 2015 - Sep 2018
    Boston, Massachusetts
  • Jpmorgan Chase & Co.
    Assistant Vice President - Alternative Investment Services - Investor Relations
    Jpmorgan Chase & Co. Sep 2011 - Jan 2015
    Boston, Massachusetts
  • Bny Mellon
    Senior Associate - Complex Accounting & Administration Group - Investor Services
    Bny Mellon Mar 2010 - Sep 2011
    Greater Boston Area
  • Jpmorgan Chase & Co.
    Senior Analyst - Alternative Investment Services - Investor Relations & Fund Accounting
    Jpmorgan Chase & Co. 2008 - Mar 2010
    Boston, Massachusetts
  • The Tjx Companies, Inc.
    Senior Allocation Analyst - Corporate Planning & Allocation
    The Tjx Companies, Inc. 2006 - 2008

Daniel R. Ryan Education Details

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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