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@intlfcstone.com
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1 phone found area 586
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LinkedIn matched
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Daniel Garrett is listed as Business & Digital Strategy Consultant | Visionary | Entrepreneur | Investor at Oyster Consulting, LLC, based in Greater Orlando, United States, United States. AeroLeads shows a work email signal at intlfcstone.com, phone signal with area code 586, and a matched LinkedIn profile for Daniel Garrett.
Daniel Garrett previously worked as Managing Director at Oyster Consulting, Llc and Founder at Dan.Tech. Daniel Garrett holds Bs, Business Administration - Finance from California State University-Sacramento.
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AeroLeads found 1 current-domain work email signal for Daniel Garrett. Compare company email patterns before reaching out.
Daniel Garrett is a highly accomplished senior executive with a wealth of experience in strategic planning, business growth, product development, operations and customer experience. With over 30 years of international leadership experience, Daniel has developed a reputation as a visionary leader and consultant with the ability to shape strategy and drive exceptional execution.Throughout his career, Daniel has consistently demonstrated his ability to deliver against business objectives while maintaining a strong focus on quality customer experience. His financial industry experience has equipped him with a deep understanding of the importance of partnerships and collaboration in driving business success.One of Daniel's key strengths is his ability to build and lead high-performing teams, aligning people, processes and systems to achieve profitable business outcomes. His collaborative leadership style has proven to be highly effective in driving results and achieving success.With a proven track record of success in strategic planning, business development, product development, operations and customer service, as well as an understanding of AI technology consulting, Daniel is well-equipped to provide exceptional value to clients seeking his expertise.
Listed skills include Investments, Management, Financial Services, Portfolio Management, and 22 others.
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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.
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.
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..
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.
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.
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.
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.
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.
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Daniel Garrett works for Oyster Consulting, LLC.
Daniel Garrett is listed as Business & Digital Strategy Consultant | Visionary | Entrepreneur | Investor at Oyster Consulting, LLC.
AeroLeads has found 1 work email signal at @intlfcstone.com for Daniel Garrett at Oyster Consulting, LLC.
AeroLeads has found 1 phone signal(s) with area code 586 for Daniel Garrett at Oyster Consulting, LLC.
Daniel Garrett is based in Greater Orlando, United States, United States while working with Oyster Consulting, LLC.
Daniel Garrett has worked for Oyster Consulting, Llc, Dan.Tech, Stonex Group Inc., Sterne Agee, and Morgan Keegan.
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Daniel Garrett holds Bs, Business Administration - Finance from California State University-Sacramento.
Daniel Garrett is listed with skills including Investments, Management, Financial Services, Portfolio Management, Asset Management, Strategic Financial Planning, Program Management, and Wealth Management.
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