Dan Dosen

WORK HISTORY

EDUCATION

SKILLS

ABOUT DAN DOSEN

Innovative technology and business executive with proven expertise in complex data and technology-based solutions in wealth management. Strategic insight of emerging market needs combined with an understanding of data and technology capabilities. Experience in managing all phases of the sales cycle from initial engagement, helping customers define measurable objectives for success, through contract negotiation and handoff to operations team. Lead consultant on digital transformation with strategic accounts such as Fidelity, Charles Schwab, TD Ameritrade, ETRADE, BBVA, Santander, Bank of Nova Scotia and othersConsulting with Fintech\'s include Robinhood, Stash, M1 Finance, New Retirement, Circle Black, Fennell Markets, WeBull, WealthSimple, DriveWealth, Atom Finance and others. Strategic Fintech Parters I work with on a regular basis include Financial.com, Financial Solution, Markit Digital, FintechStudios and Trading Central.Career Distinctions:Led business and technical sale for powering Amazon Alexa financial response with the Alexa team. Led engagement with Fidelity Investments for building out contextual linking to video from CNBC and Reuters. Led customer engagement for strategic members of Toronto Stock Exchange in moving from floor trading to electronic trading | Led complex sales for referential, fundamental, historical and realtime market data feeds with their associated delivery infrastructures for integration to customer built quantitative models | Led sales for evaluated pricing of complex financial instruments such as structured derivatives | Led sales team for online wealth management and media portals | Led sales of realtime analytics platforms for large data sets including textual sentiment analysis correlated to realtime price events |Strategy | Sales Leadership | Sales Management | Cross Functional Team Leadership | Solution Sales | Consultative Sales | Innovation | Product Management | Business Development | FinTech | Market Data | Big Data | Software As A Service | Cloud | Analytics as a Service | Low Latency | Natural Language Processing | Text Analytics | Sentiment Analysis | Semantics | Contextual Assignment | Quantitative and Event Driven Trading | Large and Complex Contract Negotiations | Market Data | Market News | Evaluated Pricing | Referential Data Feeds | Enterprise Data Management | Realtime Data Feeds | Event Driven Processing | Middleware | Messaging | Integration | Business Process Management |