Dan Ward
Managing Director @ Midwood Partners | Management Consultant | Board Advisor | Owner/Founder
- Role
- Strategic Partner at Endurance Advisory Partners
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Dan Ward
Dan Ward is an accomplished management consultant, with deep content knowledge in program management across all banking and investment businesses. Dan has led merger integrations and business transformations, and served as senior change initiative lead managing people, process and IT/digital changes. Dan is a leader in the FinTech community with strong understanding of enterprise blockchain and AI use case solutions. He combines his expertise in management accounting, risk and finance, with product knowledge to implement business strategy and risk control framework. Dan is effective at building consensus and leading change through to successful results. Areas of Expertise:• Strategic Planning • Merger Integration • Business Transformation • Project Management• Regulatory Compliance • Risk Mitigation • Operational Risk and Control • Process Improvement• Six Sigma Discipline • Management Accounting • Financial Planning and Analysis • Team Leadership • Resource Management • Training and Development • Core Enterprise Functions • Sales/Fulfillment/Service Models Role highlights include, 10 yrs of regulatory compliance and operational risk management, 20 yrs of industry leading transformation, merger integration, and progression in finance and leadership positions.
Experience
Strategic Partner
May 2019 — Present
Education
University of Rochester - Simon Business School
MBA, Finance and Corporate Accounting
1993
SUNY Geneseo
BA, Economics
Skills
- Risk Management
- Change Management
- Leadership
- Banking
- Strategic Planning
- Financial Analysis
- Management
- Financial Services
- Operational Risk
- Regulatory Compliance
- Finance
- Business Process Improvement
- Process Improvement
- Securities
- Wealth Management
- Acquisition Integration
- Strategy
- Operational Risk Management
- Strategic Financial Planning
- Enterprise Risk Management
- Series 24
- Managerial Finance
- Series 7
- Governance
- Financial Planning
- Six Sigma
- Broker-Dealer
- Business Transformation
- Coaching & Mentoring
- Mergers & Acquisitions
- Program Management
- Financial Risk
- Investments
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