Daniel Garrett Email & Phone Number

Glen Allen, Va, Us

Oyster Consulting gives financial services industry clients innovative tools to understand, automate, optimize and analyze crucial functions. We have the expertise, experience and licensed professionals you need, all under one roof. Our seasoned industry leaders provide consulting, outsourcing and software to help you plan, manage risk, achieve compliance and optimize operations so you can focus on running and growing your business.

At DAN.Tech, we are passionate about technology and helping businesses succeed. Whether you are a Startup or a Fortune 100, we have over 30 years of experience helping firms like yours develop Fintech. For Fintech Startups, we offer product strategy, growth, operations and funding expertise through our fractional executive model.

New York, Ny, Us

Mr. Garrett has served as Business Technology Officer and managing director at StoneX (Fortune 100 company) for the past 6 years leading multiple application development teams along with providing product ownership and technology strategy to critical customer engagement applications in the RIA, BD, and FCM international fintech space.Directed agile web development teams made up of Scrum Masters, Developers, QA, and Business Analysts to construct customer engagement apps for equity, futures, and options accounts encompassing trading, market research, risk, onboarding, and money movement features.Established the first mobile development team that delivered 6 native iOS and Android apps using React in addition to delivering iWatch apps, mobile notifications, and Alexa skills. These apps allowed clients and advisors to access important investment information on the go.Implemented Azure DevOPs and Teams to improve SDLC, facilitate agile rituals, and improve communication and efficiency of the international team.Created the firm’s API store using Azure API Studio, establishing the ability to offer products and services digitally and monetize proprietary data. Established relationships and implementations with 3rd party technology vendors like Plaid, Stripe, Zoho, TradingView, Locize, and Xignite.

Birmingham, Al, Us

Headed registered investment advisory and wealth management firm managing over $2b in advisory assets, delivered operational services to various RIAs. Architected and launched a managed ETF strategy program.Guided a 10-member team to deliver top-tier B2B operational services to outside RIAs.

Birmingham, Al, Us

Product Owner over all technology applications supporting Advisors, Brokers, and Clients. Formed and commanded application development teams to develop primary web applications offering access to accounts, statements, market data, and trading.Strategized with Executives and clients to develop technology vision and create strategic and tactical roadmaps. Frequently coordinated with Legal, Compliance, Risk, Operations, and Marketing to fulfill the successful launch of new products and services.Led the conversion from Security APL to Envestnet to improve reporting, trading, and account opening efficiencies. Improved onboarding time by 50% from 3 days to 1.5 days, reporting time by 75% from 3 weeks to 1 week and reducing resource time 40%.

Birmingham, Al, Us

Oversaw operations and technology for RIA, handling all facets of account opening, reporting, and trading of RIA accounts. Managed operations and support of Envestnet, Security APL, and Advent portfolio reporting, and trading systems along with the Refinativ Beta clearing platform.Launched new managed accounts solutions like multi-manager and multi-discipline accounts. Greatly reducing the number of accounts needed to manage diverse asset allocations for clients while improving the reporting quality.

Product Owner and led product application development team to provide first class investment performance reporting capabilities and online portal to BD/RIA clients.Built and led a team of product application developers to introduce a new web-based investment performance reporting platform for all BD and RIA clients to access their investment accounts digitally for the first time.Deployed a new reporting system using IDS Caliper and Sungard Phase3, cutting down client reporting time by 85%.

Mr. Garrett transitioned the group into a successful operationhis group is producing financial performance repor through implementing strict management control and focusing on technical details. During his tenure fee-based accounts grew from $1.3 billion under management to $9 billion. Managed a team of 20 operations professionals to provide account opening, money movement, billing, and trading functions as the RIA business scaled. Led project to convert the advisory operations from Security APL to GIM2. This project improved the operating procedures in trading, billing, reporting, and account maintenance impacting 10k clients, 20 operators, 500 Financial Advisors, and 100 Money Managers. Successfully completed conversion project in 1 year and on budget.

Offered FinTech consulting to RIAs, BDs, and Clearing firms, focusing on operational efficiencies, training, and software implementation of portfolio investment accounting and trading systems.Built the customer engagement system for an internet startup company allowing them to provide SAAS support to their clients. Provided SQL, Perl, and Shell script training on Unix and Informix.

Us

Guided software implementation and support teams for trading and investment performance reporting software solutions used by high-profile firms.Developed SQL, Perl, and Shell script programs on Unix to convert and normalize data.Executed major conversion projects to move millions of account, trading, and performance records from legacy systems to GIM2 and Caliper systems to enhance trading efficiency by 25% and performance reporting by 75% for firms like Chase, BankOne, Ameriprise, and Morgan Stanley.