Will Dolan
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Will Dolan Email & Phone Number

Innovative Fintech Leadership | Startups, Turnarounds | Growth and Product Focus at tappengine
Location: Sarasota, Florida, United States 12 work roles 3 schools
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Current company
Role
Innovative Fintech Leadership | Startups, Turnarounds | Growth and Product Focus
Location
Sarasota, Florida, United States

Who is Will Dolan? Overview

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Will Dolan is listed as Innovative Fintech Leadership | Startups, Turnarounds | Growth and Product Focus at tappengine, based in Sarasota, Florida, United States. AeroLeads shows a matched LinkedIn profile for Will Dolan.

Will Dolan previously worked as President at Tappengine and Member Of The Board Of Advisors at Hexagontech. Will Dolan holds M.B.A., Entrepreneurship And Finance from Babson F.W. Olin Graduate School Of Business.

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Email format at tappengine

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tappengine

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Profile bio

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.

Current workplace

Will Dolan's current company

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tappengine
Tappengine
Innovative Fintech Leadership | Startups, Turnarounds | Growth and Product Focus
AeroLeads page
12 roles

Will Dolan work experience

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

President

Current

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.

Feb 2021 - Present

Member Of The Board Of Advisors

Current
Hexagontech

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.

Jan 2021 - Present

Chief Executive Officer

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.

Aug 2019 - Nov 2020

Head Of Fidelity Corporate Actions Solutions (President)

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.

Sep 2013 - Aug 2019

Senior Vice President - Brokerage Products

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.

Feb 2011 - Sep 2013

Senior Vice President - Institutional/International Products, National Financial

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.

Jan 2007 - Feb 2011

Vice President Business Strategy

Boston, MA, US

Chief of Staff to EVP of Relationship Management.

Jul 2005 - Dec 2006

Vice President, Business Strategy Fidelity Capital Markets

Boston, MA, US

Worked with executive team to create business plans and financial models to expand solutions

Feb 2004 - Jul 2005

Vice President Institutional Sales

US

Business development role for one of the largest market making firms, responsible for strategic planning, finance, technology, and operations.

May 2002 - Feb 2004

Vice President Program Management

US

Managed global team in the database, system support, enterprise system, and business analysis groups.

Apr 2000 - Apr 2002

Architect Software User Interface Design

Tilion

Lead architect for supply chain automation software startup.

Apr 2000 - Oct 2000

Marketing Director, Project Director, Lead Designer/Consultant

Arlington, Virginia, US

Series of roles for nonprofit specializing in social and behavioral sciences and management consulting, with government and private sector clients.

Jun 1993 - Apr 2000
3 education records

Will Dolan education

M.B.A., Entrepreneurship And Finance

Babson F.W. Olin Graduate School Of Business

Bachelor'S Degree, Engineering

Tufts University

Education record

Phillips Academy
FAQ

Frequently asked questions about Will Dolan

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

What company does Will Dolan work for?

Will Dolan works for tappengine.

What is Will Dolan's role at tappengine?

Will Dolan is listed as Innovative Fintech Leadership | Startups, Turnarounds | Growth and Product Focus at tappengine.

Where is Will Dolan based?

Will Dolan is based in Sarasota, Florida, United States while working with tappengine.

What companies has Will Dolan worked for?

Will Dolan has worked for Tappengine, Hexagontech, Financeware, Fidelity Investments, and Knight Securities.

How can I contact Will Dolan?

You can use AeroLeads to view verified contact signals for Will Dolan at tappengine, including work email, phone, and LinkedIn data when available.

What schools did Will Dolan attend?

Will Dolan holds M.B.A., Entrepreneurship And Finance from Babson F.W. Olin Graduate School Of Business.

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