AeroLeads people directory · profile
Dan Matthies, Cfa Caia Email & Phone Number
Global Head of Bloomberg Partnership
at
Clearwater Analytics
1 work email found
@wharton.upenn.edu
4 phones found area 646, 212, and 511
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Global Head of Bloomberg Partnership
Location
United States, United States, United States
Company size
Who is Dan Matthies, Cfa Caia? Overview
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Quick answer
Dan Matthies, Cfa Caia is listed as Global Head of Bloomberg Partnership at Clearwater Analytics, a company with 3105 employees, based in United States, United States, United States. AeroLeads shows a work email signal at wharton.upenn.edu, phone signal with area code 646, 212, 511, and a matched LinkedIn profile for Dan Matthies, Cfa Caia.
Dan Matthies, Cfa Caia previously worked as Partner and CXO at Emergegen and Founding Partner and CEO at Reaction. Dan Matthies, Cfa Caia holds Stanford Executive Program: Be A Leader Who Matters from Stanford University Graduate School Of Business.
Company email context
Email format at Clearwater Analytics
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*@wharton.upenn.edu
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AeroLeads found 1 current-domain work email signal for Dan Matthies, Cfa Caia. Compare company email patterns before reaching out.
Profile bio
About Dan Matthies, Cfa Caia
My personal WHY is to share pride with those around me for what we have accomplished together. I launch, lead and grow new ventures.I assemble diverse, high impact teams to pursue and ignite a shared vision. I love to distill complex problems and create narratives that excite partners to collaborate. I believe in positive energy, prioritizing wellness, giving recognition and rewarding integrity.
Listed skills include Bloomberg, Hedge Funds, Trading Systems, Portfolio Management, and 45 others.
Current workplace
Dan Matthies, Cfa Caia's current company
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Clearwater Analytics
21 roles
Dan Matthies, Cfa Caia work experience
A career timeline built from the work history available for this profile.
Partner And Cxo
Founding Partner And Ceo
Current- Reaction is a global partner community and fund solving the toughest global problems.In summary:
- We were founded by 205 Stanford alumni across 47 countries. 56% are CEO’s and founders.
- Our mission is to improve a billion lives, this decade, by investing in companies that can scale world-changing innovations.
- We share a vision for a world where innovation can measurably improve more lives in less time.Our first Fund W250 Ventures, named after the room at Stanford where Reaction was born, includes global tech for world.
Aug 2019 - Present
Advisor
CurrentA new era of data governance. EmergeGen transforms how organizations manage and utilize data, turning chaos into clarity and unlocking actionable insightsFind out more at emergegen.ai
Sep 2024 - Present
Advisor
CurrentbitHuman is the leading virtual agent solution leveraging AI to serve customers with a human touch and enable companies to boost revenue, productivity, and profitability.Find out more at bithuman.io
Aug 2024 - Present
Advisor
CurrentDemanData is a proprietary disruptive paradigm of the present antiquated Data Supply Chain to Empower and Enable Consumption to monetize their Demographic, Geographic, Psychographic, and Behavioral Dynamic Primary Validated Data (The new Sun for Technology and Commerce). Dynamic Primary Validated Data coupled with the use of proprietary LL specific.
May 2024 - Present
Advisor
CurrentKlear is a fintech platform that allows companies to solve the working capital and execution challenges that come with scaling innovation supply chains.Find out more at klearbusiness.com
Jun 2023 - Present
Advisor
CurrentJIFFY.ai helps financial institutions save money, avoid mistakes and scale for growth with intelligent automation.Founded by Babu Sivadasan, prior founder and CEO of Stamps.com and EnvestnetFind out more at jiffy.ai
Jun 2020 - Present
Advisor
CurrentParallel is a fintech solution enabling a portable identity for accredited investors that can be used across platforms.Find out more at parallelmarkets.com
Jun 2019 - Present
Principal And Board Director
CurrentAdvanta offers a digital platform that enables organizations to measure and reward healthy habits. Find out more at advantahealth.com
Aug 2016 - Present
Founder And Principal
CurrentSolstice is a privately held investment entity. It has invested in residential and commercial real estate, venture capital, private equity, and private debt.
Aug 2015 - Present
Global Business Head – Enterprise Data | Entity Exchange & Entity Intelligence (Kyc)
Selected to lead and grow a new data venture focused on helping clients with KYC. Entity Exchange allowed clients to digitize their entity data and exchange it with counterparties.Entity Intelligence was used by regulated firms to screen customers for money laundering risk.Led team of 85 in Product, Sales and Client Experience and 60 indirect in.
Mar 2016 - Apr 2019
Global Business Head - Enterprise Technology | Asset & Investment Manager (Aim)
Led global organization on launching, evolving, and growing a technology platform focused on providing enterprise solutions for the portfolio, compliance, trading and operational needs of over 700 institutional asset managers, hedge funds and asset owners in 95 countries. Led team of 300 in Product, Quality Assurance, Business Development, Sales.
Jun 2008 - Mar 2016
Global Product Owner - Enterprise Technology | Asset & Investment Manager (Aim)
Assumed full Global Product responsibility on Buy-Side innovation strategy to evolve and align solutions for both Alternative Investment Managers and Traditional Asset Managers.Led team of 15 in Product Development plus 110 indirect in Engineering and Quality Assurance.
Jan 2008 - Jun 2008
Global Product Owner - Enterprise Technology | Alternative Investment Platform
Led on designing, launching and growing a new product offering focused on providing P&L, risk, trading and operational solutions to alternative investment managers. Led team of 3 in Product Development plus 22 indirect in Engineering and Quality Assurance.
Jan 2005 - Jan 2008
Regional Sales Manager - Enterprise Technology | Trading Solutions
Led regional team on selling, implementing, and servicing technology solutions to financial firms including institutional broker dealers, local and global banks, asset managers and hedge funds. Led team of 11 in Sales, Client Experience, Client Service and Integration.
Jun 2002 - Jan 2005
Client And Sales Representative - Enterprise Technology | Trading Solutions
Individually responsible for selling, implementing, and servicing technology solutions to financial firms including institutional broker dealers, local and global banks, asset managers, hedge funds, asset owners and corporations.
Sep 1999 - Jun 2002
Senior Analyst - Global Service And Escalation | Bloomberg Analytics
Advised financial professionals on use of Bloomberg’s security and market analytics, data and trading solutions.
Jun 1998 - Sep 1999
Investment Management - Financial Planning
Sep 1997 - Dec 1997
Capital Markets - Debt Origination
Jun 1997 - Aug 1997
Market Data - Municipal Bonds
Jan 1997 - May 1997
8 education records
Dan Matthies, Cfa Caia education
Stanford Executive Program: Be A Leader Who Matters
Stanford University Graduate School Of Business
Mba, Emphasis On Entrepreneurship And Finance
The Wharton School
The Corporate Entrepreneur: Driving Innovation And New Ventures
Stanford University
Leadership Development
Ucla Anderson School Of Management
Bs, Finance & International Business
The College Of New Jersey
Semester Abroad
Qut (Queensland University Of Technology)
Semester Abroad
Florida State University
Education record
Princeton High School
FAQ
Frequently asked questions about Dan Matthies, Cfa Caia
Quick answers generated from the profile data available on this page.
What company does Dan Matthies, Cfa Caia work for?
Dan Matthies, Cfa Caia works for Clearwater Analytics.
What is Dan Matthies, Cfa Caia's role at Clearwater Analytics?
Dan Matthies, Cfa Caia is listed as Global Head of Bloomberg Partnership at Clearwater Analytics.
What is Dan Matthies, Cfa Caia's email address?
AeroLeads has found 1 work email signal at @wharton.upenn.edu for Dan Matthies, Cfa Caia at Clearwater Analytics.
What is Dan Matthies, Cfa Caia's phone number?
AeroLeads has found 4 phone signal(s) with area code 646, 212, 511 for Dan Matthies, Cfa Caia at Clearwater Analytics.
Where is Dan Matthies, Cfa Caia based?
Dan Matthies, Cfa Caia is based in United States, United States, United States while working with Clearwater Analytics.
What companies has Dan Matthies, Cfa Caia worked for?
Dan Matthies, Cfa Caia has worked for Clearwater Analytics, Emergegen, Reaction, Bithuman, and Demandata Inc..
How can I contact Dan Matthies, Cfa Caia?
You can use AeroLeads to view verified contact signals for Dan Matthies, Cfa Caia at Clearwater Analytics, including work email, phone, and LinkedIn data when available.
What schools did Dan Matthies, Cfa Caia attend?
Dan Matthies, Cfa Caia holds Stanford Executive Program: Be A Leader Who Matters from Stanford University Graduate School Of Business.
What skills is Dan Matthies, Cfa Caia known for?
Dan Matthies, Cfa Caia is listed with skills including Bloomberg, Hedge Funds, Trading Systems, Portfolio Management, Trading, Equities, Financial Markets, and Investments.
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