Will Dolan

Will Dolan Email and Phone Number

Innovative Fintech Leadership | Startups, Turnarounds | Growth and Product Focus @ tappengine
Will Dolan's Location
Sarasota, Florida, United States, United States
About Will Dolan

Growth-focused CEO with a record of transformative business, product, and technology leadership at diverse fintech and financial services companies. Strategic, data-focused, and entrepreneurial, with a proven ability to build and reinvent products and businesses that remove friction, create opportunity, and open markets. Deep financial services knowledge, with expertise in capital markets, wealth management, banking, and middle- and back-office operations and technology. Investor/advisor in promising fintech startups.

Will Dolan's Current Company Details
tappengine

Tappengine

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Innovative Fintech Leadership | Startups, Turnarounds | Growth and Product Focus
Will Dolan Work Experience Details
  • Tappengine
    President
    Tappengine Feb 2021 - Present
    Boston, Massachusetts, Us
    Senior executive of a dynamic fintech that provides embedded digital-first financial services for wealth management firms and other financial institutions. Serves as Head of Digital Banking and as a key player in fundraising, hiring, sales, and operations.
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  • Hexagontech
    Member Of The Board Of Advisors
    Hexagontech Jan 2021 - Present
    Advisor for a pre-revenue business intelligence/monitoring startup that is developing a platform to help companies leverage timely, targeted, and topic-based data. Currently supporting fundraising and sales efforts.
  • Financeware
    Chief Executive Officer
    Financeware Aug 2019 - Nov 2020
    West Chester, Pennsylvania, Us
    Strategic leader of a PE-owned financial services holding company, responsible for guiding the growth and expansion of three recently acquired businesses: Wealthcare, a tech-enabled registered investment advisor; QUODD, a real-time market data and terminal provider; and Vertical Management Systems, a SaaS provider serving the needs of large, complex financial institutions. Streamlined operations, reduced costs, and helped guide business and acquisition strategy.
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  • Fidelity Investments
    Head Of Fidelity Corporate Actions Solutions (President)
    Fidelity Investments Sep 2013 - Aug 2019
    Boston, Ma, Us
    Architect of a transformational turnaround that doubled revenue at a commercial provider of software and data solutions for the financial services industry. Led strategic planning and product development, reorganized the team and operating model, and guided a sales process that included identifying a potential buyer and negotiating terms.
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  • Fidelity Investments
    Senior Vice President - Brokerage Products
    Fidelity Investments Feb 2011 - Sep 2013
    Boston, Ma, Us
    While leading product development for the Institutional/International business, added new responsibility for five institutional brokerage products serving intermediaries in the financial markets (broker dealers, investment advisors, and family offices). Created and led the brokerage products team, grew the FDIC sweep deposit program, and oversaw a significant product development budget.
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  • Fidelity Investments
    Senior Vice President - Institutional/International Products, National Financial
    Fidelity Investments Jan 2007 - Feb 2011
    Boston, Ma, Us
    In a multifaceted role, led product, growth, and delivery strategy while also launching a brokerage in Canada, Fidelity’s first business outside the US. Also guided development of other international growth initiatives.
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  • Fidelity Investments
    Vice President Business Strategy
    Fidelity Investments Jul 2005 - Dec 2006
    Boston, Ma, Us
    Chief of Staff to EVP of Relationship Management.
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  • Fidelity Investments
    Vice President, Business Strategy Fidelity Capital Markets
    Fidelity Investments Feb 2004 - Jul 2005
    Boston, Ma, Us
    Worked with executive team to create business plans and financial models to expand solutions
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  • Knight Securities
    Vice President Institutional Sales
    Knight Securities May 2002 - Feb 2004
    Us
    Business development role for one of the largest market making firms, responsible for strategic planning, finance, technology, and operations.
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  • Knight Securities
    Vice President Program Management
    Knight Securities Apr 2000 - Apr 2002
    Us
    Managed global team in the database, system support, enterprise system, and business analysis groups.
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  • Tilion
    Architect Software User Interface Design
    Tilion Apr 2000 - Oct 2000
    Lead architect for supply chain automation software startup.
  • American Institutes For Research
    Marketing Director, Project Director, Lead Designer/Consultant
    American Institutes For Research Jun 1993 - Apr 2000
    Arlington, Virginia, Us
    Series of roles for nonprofit specializing in social and behavioral sciences and management consulting, with government and private sector clients.
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Will Dolan Education Details

  • Babson F.W. Olin Graduate School Of Business
    Babson F.W. Olin Graduate School Of Business
    Entrepreneurship And Finance
  • Tufts University
    Tufts University
    Engineering
  • Phillips Academy
    Phillips Academy

Frequently Asked Questions about Will Dolan

What company does Will Dolan work for?

Will Dolan works for Tappengine

What is Will Dolan's role at the current company?

Will Dolan's current role is Innovative Fintech Leadership | Startups, Turnarounds | Growth and Product Focus.

What schools did Will Dolan attend?

Will Dolan attended Babson F.w. Olin Graduate School Of Business, Tufts University, Phillips Academy.

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