Dan Kramer

Dan Kramer Email and Phone Number

Chief Executive Officer @ Equiniti
New York, NY, US
Dan Kramer's Location
New York, New York, United States, United States
Dan Kramer's Contact Details

Dan Kramer personal email

n/a
About Dan Kramer

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.

Dan Kramer's Current Company Details
Equiniti

Equiniti

View
Chief Executive Officer
New York, NY, US
Website:
equiniti.com
Employees:
5548
Dan Kramer Work Experience Details
  • Equiniti
    Chief Executive Officer
    Equiniti
    New York, Ny, Us
  • Symphony
    Strategic Advisor
    Symphony Jul 2024 - Present
    New York, Us
  • Orchid Black
    Operating Partner | Private Equity Value Creation
    Orchid Black Jul 2024 - Present
    St. Petersburg, Fl, Us
    Orchid 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
  • Sand Hill East
    Advisory Partner
    Sand Hill East Dec 2021 - Present
    Basking Ridge, Nj, Us
  • Imtc
    Director
    Imtc May 2021 - Present
    New York, Ny, Us
  • Syndio
    Member Of The Advisory Board
    Syndio Jan 2021 - Present
    Seattle, Washington, Us
  • Arosa Capital
    Senior Advisor
    Arosa Capital May 2024 - Present
    London, England, Gb
  • Nyca Partners
    Limited Partner Advisor
    Nyca Partners Oct 2021 - Present
    New York, Ny, Us
  • Jaid
    Strategic Advisor
    Jaid Mar 2024 - Jun 2024
    London, England, Gb
    Jaid 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.
  • Jaid
    Chief Executive Officer
    Jaid Feb 2022 - Mar 2024
    London, England, Gb
  • Protego Trust
    Member Of The Board Of Advisors
    Protego Trust Feb 2022 - Dec 2023
  • Calastone
    Vice Chair
    Calastone Oct 2019 - Dec 2021
    London, Gb
  • Say
    Member Of The Advisory Board
    Say Sep 2020 - Aug 2021
    New York, Ny, Us
    Provided Strategic and Client advice to Founders until sale to Robin Hood in August 2021
  • Bny Mellon
    Executive Vice President And Chief Client Experience Officer, Asset Servicing
    Bny Mellon Jan 2018 - Sep 2019
    New York, Ny, Us
    Selected 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.
  • Bny Mellon
    Executive Vice President, Operations & Client Services Delivery
    Bny Mellon Dec 2014 - Jan 2018
    New York, Ny, Us
    Provided 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.
  • Cibc Mellon
    Member Of The Board
    Cibc Mellon Jan 2016 - Jun 2019
    Toronto, Ontario, Ca
  • Jpmorgan Chase & Co.
    Head Of Fund Services Business
    Jpmorgan Chase & Co. Nov 2011 - Dec 2014
    New York, Ny, Us
    Full P&L responsibility for fund services business. Managed 12 direct reports and team of 8,300 employees.
  • Jpmorgan Chase & Co.
    Head Of Fund Services Operations
    Jpmorgan Chase & Co. Nov 2006 - Nov 2011
    New York, Ny, Us
    Recruited 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.
  • Thomson Financial
    Executive Vice President, Institutional Equities
    Thomson Financial May 2005 - Nov 2006
    Us
    Developed 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.
  • Deutsche Bank
    Global Chief Operating Officer, Dws Investments
    Deutsche Bank Aug 2000 - May 2005
    Frankfurt Am Main, Hessen, De
    Managed 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.
  • Deutsche Bank
    Managing Director, Head Of International Securities Lending
    Deutsche Bank Mar 1999 - Aug 2000
    Frankfurt Am Main, Hessen, De
    Oversaw 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.
  • Merrill Lynch
    Managing Director
    Merrill Lynch May 1992 - Mar 1999
    New York, Ny, Us
  • Morgan Stanley
    Executive Director
    Morgan Stanley Aug 1984 - May 1992
    New York, Ny, Us

Dan Kramer Skills

Client Services Business Transformation Operations Management Hedge Funds Financial Services Securities Fixed Income Equities Asset Management Capital Markets Portfolio Management Investment Strategies Investment Management Risk Management Investments Alternative Investments Strategic Planning Sales Operations Scalability Digital Strategy P&l Management Business Process Improvement Business Process Re Engineering Six Sigma Cost Reduction Business Strategy Investment Banking Mutual Funds Management Client Relations Leadership Investment Advisory Services Investment Sales Workflow Management Diversity And Inclusion Social Inclusion Revenue Enhancement

Dan Kramer Education Details

  • Brown University
    Brown University
    Applied 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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