Dan Fischer Email & Phone Number

Leader of PwC's Business Development Office where I focus on PwC's inorganic growth activities (Reporting to PwC Advisory COO) - duties include:Leading a team of 4-7 PwC Deals professionals tasked with managing PwC's US portfolio of acquisitions at various stages (From sign-to-close through post-close integration & monitoring)Working with PwC Sector & Platform leaders to identify potential targets & profiles, prepare materials for search and screens, develop business case content, identify early go-to-market stakeholders/business needs, and support the acquiring practice from sign to close through integration to ensure deal successOrchestrating the process for proactive target outreach including collaborating with PwC’s Corporate Development team & the PwC acquiring business to drive the process and track communications and outreach to target companies Preparing and presenting M&A pitch materials to target companies, participate in the early diligence and go-to-market activities, and be a PwC advocate for “Why PwC?” conversations with target company principals/leaders in conjunction with PwC’s Corporate Development team & the PwC acquiring business Driving a consistent integration approach and orchestrate the integration process from sign-to-close though integration and business as usual (BAU) Ensuring deal success by providing ongoing deal support via monitoring & metrics to realize the ROI on PwC’s investments according to their individual deal thesis

Los Angeles, California, United States

Director in PwC's Delivering Deal Value client service practice where I consistently met or exceeded business development targets. Primary focus on Go to Market and inorganic growth execution & integration --- but versed in the entire deal lifecycle (search and screen, target outreach, deal thesis, diligence, integration, BAU. Helped develop PwC's custom go-to-market methodology focused on revenue synergies and helping clients execute on their M&A agenda with an emphasis on maximizing deal value.

Greater Los Angeles Area

COO of a fast-growing global technology company (8 straight years INC 5000) in LA. Faye makes the best software in the world better.Oversight of critical experience operations including Professional Services, Customer Success, People Success and PMO. Instrumental in our Merger & Acquisition activities (Three acquisitions from 2019-2021).Leading partner with Salesforce, Zendesk, HubSpot, SugarCRM and a variety of custom software solutions. Our services include advisory services, custom development, project management, training, and support. Faye helps growing companies to successfully create, customize, implement, and manage industry-leading customer experience (CX) and CRM Software platforms to meet ever-evolving business needs.

San Francisco Bay Area

* Provided advisory consulting services (both stand-alone and in affiliation/partnership engagements with other consulting firms including PwC, North Highland, Trianz) to senior leaders at clients in Financial Services, Healthcare/Pharma, Utilities and Tech industries. * Responsible for all areas of the Consulting Lifecycle: Business Development, Sales Execution, Delivery, Customer Success, and Relationship Management. * Services included strategy formulation & implementation, merger integration, Customer Experience & Customer Success, PMO oversight, organizational change management & readiness, adoption & transformation, performance improvement, and agile/speed to market. * Advised tech companies & startups on professional services/customer success best practices and organization design/setup. Worked with leaders on optimal professional services mix (team composition, engagement size & length, etc.) as well as customer success definition, alignment, and measurement to drive product/service adoption, renewal, and expansion.* Designed & delivered a Customer Experience engagement for senior executives at a Global SaaS company. Worked with SVP of Services & Support to map the end-to-end customer journey, design a new interaction model, and create new roles for the optimized organization. Conducted primary benchmarking and leveraged secondary leading practices for additional opportunity identification. * Coached, advised, and led program teams in Innovation Group of large US Bank to design and deliver presentation/workshops evangelizing new agile “speed to market” approach to strategy and software development throughout the enterprise. Program successes included 30%-50% reduction in time to market (and MVP), reduced number of defects/bugs, increased customer satisfaction, and improved employee engagement. * Clients include Wells Fargo, Cisco, Bank of the West, Veritas, Symantec, PwC, PG&E, Gap, Inc., McKesson, Capsilon

San Mateo, Ca

* Leader of $30M-$40M Professional Services group and executive staff member for Silicon Valley SaaS product company (Mortgage Technology). * Responsibilities included sales pursuit, customer delivery, PMO, relationship management, and customer success for software development projects (Software Development Life Cycle + Agile) and actively involved in external customer sales presentations and negotiations. * Worked with CEO/CIO to both increase and diversify client base which increased professional services revenue and reduced our risk & reliance on our largest customer. Collaborated on additional offerings including advisory consulting services and standard product options.* Clients included US Bank, 5/3 Bank, Freddie Mac, Wells Fargo, Chase

Greater New York City Area

* 1-year contract as VP for boutique management consulting firm providing strategic advisory consulting services including strategy formulation & implementation, merger integration, organizational change management, and process improvement. * Hybrid business development and delivery oversight role included significant relationship management at the “C” level & sales target between $2-$4M. Clients included General Dynamics, CT Water, and Intermark Media

San Francisco Bay Area

Provided advisory contract consulting services (strategy formulation & implementation, organizational change management, merger integration, performance improvement, agile/speed to market, human capital management) to senior leaders at Fortune 500 Clients in Financial Services, Pharmaceutical, Retail, and High-Tech industries.

Greater New York City Area

Director, Change & Learning (Advisory, Partner Track) 2003-2005Director in the Advisory Line of Service focusing on performance improvement (organizational change management, merger & strategic integration, finance & organization effectiveness, project/program management, process improvement, knowledge & performance management, and learning). Provided oversight or managed projects of between 5-50 people and met or exceeded personal yearly Business Development target. Clients included Capital One, Eli Lilly, ING, Bell South

Greater New York City Area

* Senior Manager in the Management Consulting division of a PeopleSoft consulting firm. Aligned strategy, process improvement, and change management aspects to both stand-alone projects and PeopleSoft implementations. Provided oversight or managed projects between 5-15 people and participated in proposal and business development efforts. Clients included XL Capital, DC Government* Authored whitepaper on organizational goal alignment (see attached media)

Lincoln, Ma

Manager for boutique strategy consulting firm specializing in strategy formulation and implementation. Personal focus on strategy formulation, project management and business development. Managed projects of between 4-10 people and was responsible for yearly business development target of $1M-$2M. Clients included Time Warner, Trex Decking, DuPont***Firm Dissolved 2001-2002

Performed senior level consulting duties for a boutique process improvement consulting firm specializing in financial services, insurance, healthcare, and utility industries. Personal focus on project management, client relationship management, and business development. Managed projects between 4-15 people and was active in client proposal process and developing business for new and existing clients. Clients included: Prudential, Met Life, Mass Mutual, Blue Cross/Blue Shield **Worked both before & after MBA school

Mba

Bachelor Of Science (Bs), Business Administration And Management, General

Education record