Daniel Whelan
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Daniel Whelan Email & Phone Number

Chief Technology Officer at PGIM Quantitative Solutions at PGIM Quantitative Solutions
Location: New York City Metropolitan Area, United States, United States 5 work roles 2 schools
1 work email found @qma.com 6 phones found area 347, 212, 646, and 813 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 6 phones

Work email d****@qma.com
Direct phone (347) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
PGIM Quantitative Solutions
Role
Chief Technology Officer at PGIM Quantitative Solutions
Location
New York City Metropolitan Area, United States, United States

Who is Daniel Whelan? Overview

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Quick answer

Daniel Whelan is listed as Chief Technology Officer at PGIM Quantitative Solutions at PGIM Quantitative Solutions, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at qma.com, phone signal with area code 347, 212, 646, 813, and a matched LinkedIn profile for Daniel Whelan.

Daniel Whelan previously worked as Chief Technology Officer at Pgim Quantitative Solutions and Head of Systems at Pgim Quantitative Solutions. Daniel Whelan holds Bachelor Of Science (Bsc), Computer Software Engineering from University Of Central Lancashire.

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Email format at PGIM Quantitative Solutions

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{first}.{last}@qma.com
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Profile bio

About Daniel Whelan

Experienced in Investment & Asset Management industry, translating Business Objectives into Technology Strategies, then transforming, inspiring & leading technology teams to execute on them. Proven track record of delivering global systems & managing change in the Distribution & Finance space – Digital Marketing, Client Service, Sales Support, CRM, Data Analytics & Management Reporting.

Listed skills include Investment Management, Hedge Funds, Financial Services, Capital Markets, and 20 others.

Current workplace

Daniel Whelan's current company

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PGIM Quantitative Solutions
Pgim Quantitative Solutions
Chief Technology Officer at PGIM Quantitative Solutions
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5 roles · 28 years

Daniel Whelan work experience

A career timeline built from the work history available for this profile.

Chief Technology Officer

Current
Pgim Quantitative Solutions

Newark, NJ, US

Responsible for all aspects of systems and technology oversight and implementation including strategy, architecture, software development, production support, quality assurance, and vendor management.

Jan 2024 - Present

Senior Vice President

Bank Of America Merrill Lynch

Charlotte, NC, US

  • Responsible for CRM / Salesforce.com platform & strategy across all BoA businesses
  • Established & Implemented common Salesforce strategy
  • Practiced SAFe Agile (Scaled Agile Framework)
  • Reorganized 4 disparate Salesforce development teams across multiple regions into a cohesive team
  • Successfully re-negotiated 5 Year Saleforce.com contract for all of BoA
Jun 2018 - May 2019

Head Of Distribution & Finance Technology

Neuberger Berman

New York, NY, US

  • Leading business technology across Distribution, Finance & Alternative Assets functions.
  • Distribution – Digital Marketing, Client Service, Client Coverage (CRM, Sales MIS & Sales Tools)
  • Finance – Finance Operations, Financial MIS, Financial Planning & Analysis
  • Alternatives Assets – Private EquityPartnering & building relationships with key business sponsors in each of these areas, defined their business capabilities, created technology strategies & roadmaps to address gaps.
  • Integration of Seismic Content Management with Digital Website & Salesforce – providing latest approved content to internal & external consumers.
  • Eloqua (Campaign Management) Integration with NB.com Website & Salesforce.com – ensuring tailored experiences and capturing sales opportunities / interests.
Jun 2014 - Jun 2018

Head Of Technology For Jpmorgan Funds Management

Jpmorgan Asset Management
  • Responsible for Strategy, Program Execution & Production Support for JPMorgan Funds Management.Reported to the CTO and lead a technology team of 70 that supporting the Funds Management business. Specifically, Sales &.
  • Drove Marketing Automation integration between Aprimo & SalesPage CRM system which provided automated campaigns and
  • Directed Content Management program – Leveraging Documentum, providing Compliance Workflow, Slide Manager & Dynamic Content Generation.
  • Innovated with Digital Foundry the JPMorgan Advisor App allowing Advisors to plan, prepare & present JPMorgan Thought Leadership in a consistent and compelling way.
  • Lead Mobile team in developing Mobile Insights by JPMorgan – iPad App showcasing JPMorgan’s Insights & flagship sales aid, Guide to the Market.
  • Lead Enterprise Architecture Initiative with IBM on JPMorgan Funds Management
1998 - 2014 ~16 yrs
2 education records

Daniel Whelan education

Bachelor Of Science (Bsc), Computer Software Engineering

University Of Central Lancashire

Education record

Queen Elizabeth Grammar School, Lancashire
FAQ

Frequently asked questions about Daniel Whelan

Quick answers generated from the profile data available on this page.

What company does Daniel Whelan work for?

Daniel Whelan works for PGIM Quantitative Solutions.

What is Daniel Whelan's role at PGIM Quantitative Solutions?

Daniel Whelan is listed as Chief Technology Officer at PGIM Quantitative Solutions at PGIM Quantitative Solutions.

What is Daniel Whelan's email address?

AeroLeads has found 1 work email signal at @qma.com for Daniel Whelan at PGIM Quantitative Solutions.

What is Daniel Whelan's phone number?

AeroLeads has found 6 phone signal(s) with area code 347, 212, 646, 813 for Daniel Whelan at PGIM Quantitative Solutions.

Where is Daniel Whelan based?

Daniel Whelan is based in New York City Metropolitan Area, United States, United States while working with PGIM Quantitative Solutions.

What companies has Daniel Whelan worked for?

Daniel Whelan has worked for Pgim Quantitative Solutions, Bank Of America Merrill Lynch, Neuberger Berman, and Jpmorgan Asset Management.

How can I contact Daniel Whelan?

You can use AeroLeads to view verified contact signals for Daniel Whelan at PGIM Quantitative Solutions, including work email, phone, and LinkedIn data when available.

What schools did Daniel Whelan attend?

Daniel Whelan holds Bachelor Of Science (Bsc), Computer Software Engineering from University Of Central Lancashire.

What skills is Daniel Whelan known for?

Daniel Whelan is listed with skills including Investment Management, Hedge Funds, Financial Services, Capital Markets, Market Data, Mutual Funds, Strategy, and Wealth Management.

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