Dan Kramer work email
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Dan Kramer personal email
I am a global leader, investor and board advisor with over 20 years of executive experience in driving strategy and execution for some of the world’s largest financial services organizations, as well as a number of early and late stage fintechs. I have led teams of up to 14,000, controlling budgets of up to $1.6B, and as Vice-Chair of Calastone, I participated in the acquisition of the majority of the firm by the Carlyle Group.I am deeply committed to inclusion, having created and implemented a Male Ally Program, which now has 5,000+ members. In 2018, my efforts resulted in me being named as a Champion of Women in Business by The Financial Times.Over the course of my career, I have succeeded at:- Turning high level vision and strategy into reality by bringing clarity and simplicity to complex challenges, while uniting teams with a strong sense of purpose of how their every action is tied to the organizational and client ‘Why?’.- Attracting great talent to build and scale high performing global teams by balancing my commercial focus with an empathy that connects with all levels and personality types.- Listening to client needs and then applying my deep industry expertise and perspective to build profitable and scalable products.- Being a serial connector through my broad, global C-Suite and board level network across the finance industry due to my reputation over the past 20+ years as a solutions orientated leader.I enjoy working with investors, boards and the founders of companies who are disrupting their industries and supporting them on their hyper-growth journeys.The areas that bring me the most energy and that I have a strong track record in delivering on include:1) Developing, building and executing go to market strategies for new and existing products. 2) Growing and scaling businesses to delight clients.3) Acting as a bridge between traditional financial services organizations and the fintech world.4) Developing and mentoring talent to realize their true calling and potential. 5) Identifying and evaluating investment opportunities.Outside of my professional life, I love yoga, the beach and the Grateful Dead.
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Chief Executive OfficerEquinitiNew York, Ny, Us -
Strategic AdvisorSymphony Jul 2024 - PresentNew York, Us -
Operating Partner | Private Equity Value CreationOrchid Black Jul 2024 - PresentSt. Petersburg, Fl, UsOrchid BlackOrchid Black is a boutique advisory of former CEOs, CROs, CMOs, strategy execs, and board members that advises tech forward businesses on how to maximize enterprise valueOrchid Black Orchid Black is a boutique advisory of former CEOs, CROs, CMOs, strategy execs, and board members that advises tech forward businesses on how to maximize enterprise value -
Advisory PartnerSand Hill East Dec 2021 - PresentBasking Ridge, Nj, Us -
DirectorImtc May 2021 - PresentNew York, Ny, Us -
Member Of The Advisory BoardSyndio Jan 2021 - PresentSeattle, Washington, Us -
Senior AdvisorArosa Capital May 2024 - PresentLondon, England, Gb -
Limited Partner AdvisorNyca Partners Oct 2021 - PresentNew York, Ny, Us -
Strategic AdvisorJaid Mar 2024 - Jun 2024London, England, GbJaid is an AI-powered platform that identifies and extracts critical data from across diverse company and customer communications. We organize that data into meaningful, actionable insights, which integrate seamlessly into existing workflows. Jaid enables companies and teams to focus on what matters most.Developed and delivered focused GTM strategy, including a re-brand, implemented new AI strategy to improve performance and significantly reduce training time, built client coverage and services teams and developed partnerships with industry leading platforms. Revenue grew 7x and added 15 new clients. Restructured and grew global team from 5 to 20.Raised over $5million to fund expansion and client delivery.In 2023, Jaid received a number of industry awards including Global Custodian – Fintech One to Watch and FF Awards – Artificial intelligence. -
Chief Executive OfficerJaid Feb 2022 - Mar 2024London, England, Gb -
Member Of The Board Of AdvisorsProtego Trust Feb 2022 - Dec 2023 -
Vice ChairCalastone Oct 2019 - Dec 2021London, Gb -
Member Of The Advisory BoardSay Sep 2020 - Aug 2021New York, Ny, UsProvided Strategic and Client advice to Founders until sale to Robin Hood in August 2021 -
Executive Vice President And Chief Client Experience Officer, Asset ServicingBny Mellon Jan 2018 - Sep 2019New York, Ny, UsSelected for new position created to optimize balance between efficiency and delivery to improve client experience, reporting to both Head of Asset Servicing and Operations. Oversee Asset Servicing operations, eight direct reports and 14,000 team members, comprising all of operations, client service, client insight, and client strategy. Personally sponsor service relationship with bank’s largest clients. -
Executive Vice President, Operations & Client Services DeliveryBny Mellon Dec 2014 - Jan 2018New York, Ny, UsProvided leadership for global operations teams including Retail and Institutional Fund Accounting, Corporate Trust, Depository Receipts, Custody, and Security Valuation. Oversaw nine direct reports and 6,800 team members. -
Member Of The BoardCibc Mellon Jan 2016 - Jun 2019Toronto, Ontario, Ca -
Head Of Fund Services BusinessJpmorgan Chase & Co. Nov 2011 - Dec 2014New York, Ny, UsFull P&L responsibility for fund services business. Managed 12 direct reports and team of 8,300 employees. -
Head Of Fund Services OperationsJpmorgan Chase & Co. Nov 2006 - Nov 2011New York, Ny, UsRecruited to run Fund Services operations, serving as Global Head of Operations for institutional, retail, alternative fund accounting, transfer agency, and middle office clients. Oversaw 10 direct reports and division of 4,800 employees. -
Executive Vice President, Institutional EquitiesThomson Financial May 2005 - Nov 2006UsDeveloped and implemented data strategy to service equity investors; maintained full P&L responsibility. Served broker dealers and asset managers with product focusing on equity-related transactions and security data distributed via terminal or direct data feeds. -
Global Chief Operating Officer, Dws InvestmentsDeutsche Bank Aug 2000 - May 2005Frankfurt Am Main, Hessen, DeManaged operations, technology, risk, finance, control, and compliance for asset manager with 1,800 employees. Oversaw integration of heritage institutional retail and businesses in Germany and UK. Led acquisition integration of Scudder investments and Morgan Grenfell. Acted as lead for teams in 17 countries and managed nine direct reports. -
Managing Director, Head Of International Securities LendingDeutsche Bank Mar 1999 - Aug 2000Frankfurt Am Main, Hessen, DeOversaw Securities Lending and Prime Brokerage business outside of the U.S. with seven direct reports and 250 total employees. Served clients including asset managers, banks and hedge funds, providing securities to execute trading strategies. -
Managing DirectorMerrill Lynch May 1992 - Mar 1999New York, Ny, Us -
Executive DirectorMorgan Stanley Aug 1984 - May 1992New York, Ny, Us
Dan Kramer Skills
Dan Kramer Education Details
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Brown UniversityApplied Math And Economics
Frequently Asked Questions about Dan Kramer
What company does Dan Kramer work for?
Dan Kramer works for Equiniti
What is Dan Kramer's role at the current company?
Dan Kramer's current role is Chief Executive Officer.
What is Dan Kramer's email address?
Dan Kramer's email address is da****@****one.com
What schools did Dan Kramer attend?
Dan Kramer attended Brown University.
What skills is Dan Kramer known for?
Dan Kramer has skills like Client Services, Business Transformation, Operations Management, Hedge Funds, Financial Services, Securities, Fixed Income, Equities, Asset Management, Capital Markets, Portfolio Management, Investment Strategies.
Who are Dan Kramer's colleagues?
Dan Kramer's colleagues are Cilenta Thao, Joyce Wong, Jenielle Jonas, Bhuvanesh K.a, Vishnu Lakshmi, Paul Channing, Rangaraj Ganapathy.
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