Dan Fischer Email and Phone Number
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Client Service and Client Experience are my passions. I have over over 25 years of consulting and professional services experience specializing in M&A integration, Delivering Deal Value (Go To Market, synergy and cost saving strategies), organizational transformation, change management and adoption (pre and post-close), and operational effectiveness. My roles in the "advice business" include my now second tour at PricewaterhouseCoopers, a VP role at a boutique consulting firm, an executive staff role leading a $40M Professional Services group for a SaaS product company in Silicon Valley, and COO of a fast-growing global technology company (8 straight years INC 5000) in LA that helps make the best software in the world better. Let me know how I can help solve your problems and add value to your organizationCheers, DanPS - In addition to my corporate work, I am involved in a few passion projects/side hustles: * I'm putting my many wine certifications - including WSET Diploma - to good use! I have a wine consulting + education company where I conduct wine seminars, speak at conferences, and lead corporate and private events (team building/sales training, private parties, etc.). And...I made my own wine this year! Contact info: dan@doscortadoswine.com * I have a CA Real Estate Broker license & advise buyers/investors. I do this in my free time for associates & referrals. Message me and if I cannot help, I can put you in touch with someone who can. Personal Skills & Experience Include: * Strategy Formulation & Implementation* Mergers & Acquisitions (Integration Delivering/Protecting Deal Value, Diligence, Go To Market, etc)* Customer Experience & Customer Success* Sales, Business Development, Relationship Management & Customer Success * Organizational Change Management SME (Transformation, Adoption, Integration) - disciplines include Prosci/Adkar, ACMP, Kotter, CLR (Ackerman) * Agile & Speed to Market Product/Project Methodology* Software Development* Knowledge Management* Performance Improvement * Organization Design* Communication & Public Speaking* Presentation Creation & Delivery* Whitepaper Author (Organizational Goal Alignment)Personal Industry Experience: * Financial Services (Includes Banking, FinTech, Insurance, Real Estate & Mortgage)* Healthcare (includes Hospitals/Health Systems, Pharmaceutical)* Technology/Product Companies (SaaS)* Retail* Utilities* Telecom* Media & Entertainment* Travel/Hospitality* Public sector (includes state and local governments, universities, and school districts)
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Director, Pwc M&A Business Development OfficePwc Sep 2022 - PresentLeader 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 -
Director, M&A AdvisoryPwc Sep 2021 - Sep 2022Los Angeles, California, United StatesDirector 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.
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Chief Operating OfficerFaye Apr 2019 - Sep 2021Greater Los Angeles AreaCOO 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. -
Managing Principal - Consulting & Professional ServicesJioufen 2013 - Apr 2019San 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 -
Senior Director Professional ServicesCorelogic Dorado 2011 - 2013San 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 -
Vice President, Business Advisory ServicesMajor Oak Consulting 2009 - 2010Greater 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 -
Independent Consultant & Corporate AdvisorPricewaterhousecoopers, Cisco, Gap, Inc., Mckesson 2007 - 2009San Francisco Bay AreaProvided 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.
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Director, Knowledge Management StrategyPwc 2005 - 2006
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Director, AdvisoryPwc 2003 - 2005Greater New York City AreaDirector, 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
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Practice ManagerCherryroad Technologies 2001 - 2003Greater 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) -
ManagerEmergence Consulting Llc 2000 - 2001Lincoln, MaManager 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
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Senior Consultant/ManagerThe Lab 1995 - 2000Performed 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
Dan Fischer Skills
Dan Fischer Education Details
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Business Administration And Management, General -
St. Marks High School
Frequently Asked Questions about Dan Fischer
What company does Dan Fischer work for?
Dan Fischer works for Pwc
What is Dan Fischer's role at the current company?
Dan Fischer's current role is PwC M&A Business Development Office Leader.
What is Dan Fischer's email address?
Dan Fischer's email address is da****@****hoo.com
What schools did Dan Fischer attend?
Dan Fischer attended Rollins College - Crummer Graduate School Of Business, University Of Delaware, St. Marks High School.
What skills is Dan Fischer known for?
Dan Fischer has skills like Strategy, Business Process Improvement, Program Management, Management Consulting, Management, Change Management, Business Strategy, Business Analysis, Process Improvement, Consulting, Strategic Planning, Start Ups.
Who are Dan Fischer's colleagues?
Dan Fischer's colleagues are Richard Neave, Thomas Brito, Pilar López Carasa Q., John Nicholson, Aditi Jain, Ethan Balsamo, Neema Shayo, Fcca.
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Dan Fischer
New York City Metropolitan Area1rb.com -
Dan Fischer
Denver, Co2me.com, du.edu6 +172087XXXXX
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Dan Fischer
Alpharetta, Ga6yahoo.com, dana.com, fennerdunlop.com, ckspackaging.com, ckspackaging.com, ckspackaging.com4 +140469XXXXX
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Dan Fischer
Greater Boston8gmail.com, yale.edu, alltel.net, aol.com, mbaexchange.com, mbaexchange.com, esbenshadefarmmill.com, esbenshadefarmmill.com4 +171795XXXXX
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