Daniel Dan Whiting
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- Role
- Business Head Portland, Senior Director, Regulated Mutual Fund Services at Apex Group Ltd Americas
- Location
- Cumberland Center, ME, US
- LinkedIn followers
- 500 followers
About Daniel Dan Whiting
A licensed banker with 30 years of complex financial services experience focused on business development, client management, and employee and operations management. A strong communicator with a proven record of coordinating partners to deliver complicated client solutions to drive portfolio growth. A trusted advisor helping customers navigate through evolving and challenging business environments.
Experience
Business Head Portland, Senior Director, Regulated Mutual Fund Services
Oct 2024 — Present · Portland, ME, US
Senior business owner for Apex US Regulated Mutual Fund franchise including Fund Accounting, Fund Administration, and Transfer Agency products. Oversee teams in Accounting, Administration, Financial Reporting, Legal, Compliance Tax, Technology, and Corporate Services.
Education
Colby College
Bachelor of Arts - BA
1985 — 1989
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