Daniel Khalaf Email & Phone Number

New York, Ny, Us

New York , New York, Us

Led the development and execution of a multi-year digital product strategy, overseeing a team of 21 Software Engineers, 4 Product Managers, 2 UX Designers, and User Acceptance Testers to deliver cutting-edge digital experiences for financial advisors.Played an instrumental role in Atria’s digital transformation, contributing to its acquisition by LPL Financial.Directed platform integrations with top financial technology partners, including Riskalyze, Pershing, Morningstar, Fidelity, and DocuSign, enhancing CRM solutions, KYC processes, compliance monitoring, and eDelivery systems.Oversaw the successful launch of a New Account Opening platform, expanding adoption across 1,400 financial advisors and reducing document rejection rates from 18% to 4%.Launched a client-facing mobile app on both Apple and Android platforms, driving engagement from pilot to full firm-wide adoption.Regularly interfaced with top-producing advisor teams, providing high-touch support and collecting feedback to prioritize enhancements that drive platform success.Established and chaired a Platform Advisory Council to engage tech-savvy advisors, fostering collaboration and innovation within the user community.Ensured the application of industry best practices for agile software development, utilizing Jira and Confluence to maintain seamless release management across a fast-paced development cycle.

New York, Ny, Us

Managed the multi-year product roadmap for the publishing and delivery of proprietary, cross-Investment Bank content, including Trade Ideas, Market Commentary, Pricing Runs, and more.Collaborated with global teams across Equity Derivatives, FX, Rates, and Commodities to gather requirements, define use cases, and drive adoption of the content-sharing platform.Implemented Agile methodologies to oversee a 7-person development squad, successfully managing 12 Sprints and 4 production releases in 6 months.Launched an MVP content-sharing platform, coordinating live demonstrations, email communication strategies, and ongoing feedback collection from key users to refine the product.Worked closely with senior stakeholders and end users to prioritize features and enhancements, ensuring the platform addressed the unique needs of various trading desks.Drove strategy to expand platform utilization across multiple asset classes, enhancing its functionality and value to J.P. Morgan's trading and sales teams

New York, Ny, Us

Contributed to the development and management of Morgan Stanley’s direct-to-client automated digital investment platform, Access Investing, working as part of a cross-functional team of product managers, engineers, and marketing specialists.Managed the delivery and execution of key features, including Stock Plan Participant Acquisition, Dynamic Pricing, Referral Award Compensation, and Advisor Alerts, enhancing platform capabilities and client engagement.Partnered with technology, digital marketing, compliance, legal, and risk teams to ensure smooth implementation of platform features while maintaining adherence to regulatory requirements.Supported acquisition channel growth through collaboration with the digital marketing team and advisor outreach, contributing to the platform's expansion and user base growth.Provided technical training and platform demonstrations to Financial Advisors at branch offices and seminars, gathering feedback for ongoing product improvements.Promoted to Vice President in recognition of contributions to product development, advisor engagement, and the successful launch of multiple platform enhancements.

New York, Ny, Us

Managed the product lifecycle for the New Account Opening and Client & Account Data Maintenance platform, leading initiatives to improve client onboarding and account management processes.Played a key role in the platform redesign, collaborating with stakeholders across Technology, Legal, Compliance, and Global Financial Crimes to ensure the system met business requirements and regulatory standards.Led the User Acceptance Testing (UAT) team in overseeing platform enhancements and validating new features prior to release, ensuring quality control and seamless implementation.Drove the pilot rollout of the redesigned platform by visiting Financial Advisor branches to present the strategy, gather feedback, and oversee training and communications for successful adoption.Regularly produced data reports for business leaders to mitigate risk and refine product strategy, directly influencing platform enhancements and business decisions.Promoted twice within three years, recognized for leadership in platform innovation and successful stakeholder engagement, and selected for the 2016 Wealth Management Leaders Program.

San Francisco, California, Us

Collaborated closely with the CEO and Chief Technology Officer to define and prioritize product features for an alternative investment platform, laying the groundwork for strategic platform development.Engaged directly with Limited Partnership (LP) and General Partnership (GP) clients, introducing them to the platform and gathering feedback to inform product enhancements and user experience improvements.Conducted user acceptance testing for new platform features, ensuring functionality aligned with business goals and client needs.Managed user engagement data for Seed and Convertible Note investment events, providing insights to support strategic decision-making and platform growth.Organized webinars and in-person networking events to connect private equity fund managers with potential investors, driving engagement and adoption of the platform.Developed and authored procedural guidelines for client qualification and onboarding, streamlining internal processes and improving team efficiency

Bachelor Of Science, Physics

High School Diploma