Dan Matthies, Cfa Caia

Dan Matthies, Cfa Caia Email and Phone Number

Global Head of Bloomberg Partnership @ Clearwater Analytics
New York, NY, US
Dan Matthies, Cfa Caia's Location
United States, United States
Dan Matthies, Cfa Caia's Contact Details

Dan Matthies, Cfa Caia personal email

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.

Dan Matthies, Cfa Caia's Current Company Details
Clearwater Analytics

Clearwater Analytics

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Global Head of Bloomberg Partnership
New York, NY, US
Employees:
3105
Dan Matthies, Cfa Caia Work Experience Details
  • Clearwater Analytics
    Global Head Of Bloomberg Partnership
    Clearwater Analytics
    New York, Ny, Us
  • Emergegen
    Partner And Cxo
    Emergegen
    United States
  • Reaction
    Founding Partner And Ceo
    Reaction Aug 2019 - Present
    Palo Alto, California, Us
    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 health, environment sustainability and innovation equity.Our second fund, Catalyst Fund for Climate Innovations, leverages our global community advantage to source top Stanford ventures and scale them to the regions and industries that they can impact.Find out more at www.reaction.global
  • Emergegen
    Advisor
    Emergegen Sep 2024 - Present
    A 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
  • Bithuman
    Advisor
    Bithuman Aug 2024 - Present
    bitHuman 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
  • Demandata Inc.
    Advisor
    Demandata Inc. May 2024 - Present
    New York, Us
    DemanData 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 Applications of generative AI (and ML) will redeploy 20% of the World's GDP back to Consumption- "Democratization of Consumers and Consumption".Led by Joe Fedele, the only two-time EY Entrepreneur of the Year who founded FreshDirect and Fairway "Like No Other Market".
  • Klear Inc.
    Advisor
    Klear Inc. Jun 2023 - Present
    Klear 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
  • Jiffy.Ai
    Advisor
    Jiffy.Ai Jun 2020 - Present
    Palo Alto, California, Us
    JIFFY.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
  • Parallel Markets
    Advisor
    Parallel Markets Jun 2019 - Present
    New York, Ny, Us
    Parallel is a fintech solution enabling a portable identity for accredited investors that can be used across platforms.Find out more at parallelmarkets.com
  • Advanta Health Solutions, Inc.
    Principal And Board Director
    Advanta Health Solutions, Inc. Aug 2016 - Present
    Newark, New Jersey, Us
    Advanta offers a digital platform that enables organizations to measure and reward healthy habits. Find out more at advantahealth.com
  • Solstice Capital Llc
    Founder And Principal
    Solstice Capital Llc Aug 2015 - Present
    Solstice is a privately held investment entity. It has invested in residential and commercial real estate, venture capital, private equity, and private debt.
  • Bloomberg Lp
    Global Business Head – Enterprise Data | Entity Exchange & Entity Intelligence (Kyc)
    Bloomberg Lp Mar 2016 - Apr 2019
    New York, Ny, Us
    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 Engineering and Data.
  • Bloomberg Lp
    Global Business Head - Enterprise Technology | Asset & Investment Manager (Aim)
    Bloomberg Lp Jun 2008 - Mar 2016
    New York, Ny, Us
    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, Implementation, Integration, Client Relationships, Client Service and Operations plus 200 in Engineering.
  • Bloomberg Lp
    Global Product Owner - Enterprise Technology | Asset & Investment Manager (Aim)
    Bloomberg Lp Jan 2008 - Jun 2008
    New York, Ny, Us
    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.
  • Bloomberg Lp
    Global Product Owner - Enterprise Technology | Alternative Investment Platform
    Bloomberg Lp Jan 2005 - Jan 2008
    New York, Ny, Us
    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.
  • Bloomberg Lp
    Regional Sales Manager - Enterprise Technology | Trading Solutions
    Bloomberg Lp Jun 2002 - Jan 2005
    New York, Ny, Us
    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.
  • Bloomberg Lp
    Client And Sales Representative - Enterprise Technology | Trading Solutions
    Bloomberg Lp Sep 1999 - Jun 2002
    New York, Ny, Us
    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.
  • Bloomberg Lp
    Senior Analyst - Global Service And Escalation | Bloomberg Analytics
    Bloomberg Lp Jun 1998 - Sep 1999
    New York, Ny, Us
    Advised financial professionals on use of Bloomberg’s security and market analytics, data and trading solutions.
  • Merrill Lynch
    Investment Management - Financial Planning
    Merrill Lynch Sep 1997 - Dec 1997
    New York, Ny, Us
  • Hsbc
    Capital Markets - Debt Origination
    Hsbc Jun 1997 - Aug 1997
    London, Gb
  • Bloomberg
    Market Data - Municipal Bonds
    Bloomberg Jan 1997 - May 1997
    New York, Ny, Us

Dan Matthies, Cfa Caia Skills

Bloomberg Hedge Funds Trading Systems Portfolio Management Trading Equities Financial Markets Investments Fixed Income Asset Management Derivatives Capital Markets Management Leadership Buy Side Order Management Analytics Electronic Trading Sales Bloomberg Terminal Product Development Financial Risk Asset Managment Strategic Leadership Public Speaking Back Office Risk Management Global Business Development Proprietary Trading Sales Management Product Launch International Sales Creative Strategy Financial Modeling Emerging Markets Segmentation Product Management Sales Process Event Management Sales Presentations Leadership Development Thought Leadership Team Leadership Organizational Leadership Creative Solutions Global Management Globalization Dynamic Speaker Product Design

Dan Matthies, Cfa Caia Education Details

  • Stanford University Graduate School Of Business
    Stanford University Graduate School Of Business
    Stanford Executive Program: Be A Leader Who Matters
  • The Wharton School
    The Wharton School
    Emphasis On Entrepreneurship And Finance
  • Stanford University
    Stanford University
    The Corporate Entrepreneur: Driving Innovation And New Ventures
  • Ucla Anderson School Of Management
    Ucla Anderson School Of Management
    Leadership Development
  • The College Of New Jersey
    The College Of New Jersey
    Finance & International Business
  • Qut (Queensland University Of Technology)
    Qut (Queensland University Of Technology)
    Semester Abroad
  • Florida State University
    Florida State University
    Semester Abroad
  • Princeton High School
    Princeton High School

Frequently Asked Questions about Dan Matthies, Cfa Caia

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 the current company?

Dan Matthies, Cfa Caia's current role is Global Head of Bloomberg Partnership.

What is Dan Matthies, Cfa Caia's email address?

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What is Dan Matthies, Cfa Caia's direct phone number?

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What schools did Dan Matthies, Cfa Caia attend?

Dan Matthies, Cfa Caia attended Stanford University Graduate School Of Business, The Wharton School, Stanford University, Ucla Anderson School Of Management, The College Of New Jersey, Qut (Queensland University Of Technology), Florida State University, Princeton High School.

What skills is Dan Matthies, Cfa Caia known for?

Dan Matthies, Cfa Caia has skills like Bloomberg, Hedge Funds, Trading Systems, Portfolio Management, Trading, Equities, Financial Markets, Investments, Fixed Income, Asset Management, Derivatives, Capital Markets.

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