Dan Whitley
Head of Product Data & Information at Lord, Abbett & Co.
- Role
- Head of Product Data & Information at Lord Abbett
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Dan Whitley
Member of the GIPS Standards United States Investment Performance Committee (USIPC): 20••••26Member of the CFA Institute’s CIPM CurriculumSubcommittee: 2023 - PresentMember of the CFA Institute\'s Practice Analysis Working Body: 2018 - PresentMember of the CFA Institute’s Private Fund Advisors Rules Working Group: 20••••24Member of the CFA Institute\'s GIPS Promotion Subcommittee: 20••••22Became a CIPM® certificant as of June 2014
Experience
Head of Product Data & Information
Jul 2023 — Present · US
As the Head of Product Data & Information at Lord Abbett, Dan Whitley drives the strategy and execution behind the firm’s client and product data ecosystem. He leads the validation, distribution, and governance of all quantitative and qualitative product data, ensuring accuracy, consistency, and impact across client and marketing touch-points.Dan oversees a diverse set of teams, including the firm’s Performance, Product Data Analytics, Client Reporting, DDQ & RFP, and Marketing Content Solutions teams, all focused on delivering timely and accurate data, and scalable client solutions.
Education
The George Washington University
BBA, Finance
2004 — 2008
The George Washington University School of Business
BBA, Finance
2004 — 2008
Skills
- Financial Modeling
- Financial Reporting
- Bloomberg
- Composite Structures
- Investments
- Financial Analysis
- Performance Measurement
- Verification
- Investment Performance
- Performance Reporting
- Asset Management
- Quality Assurance
- Gips Compliance
- Gips
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