About Dan
Dan is responsible for the client-facing teams at EquiLend globally. He is a member of the management team and one of the company’s longest-serving employees, having joined the firm in 2004. Dan has held a variety of roles at EquiLend. Prior to joining the firm’s Management team, he served as COO for North America and helped build and oversee EquiLend’s clearing services division, among other roles. Before EquiLend, Dan held key global positions at Morgan Stanley and Barclays Capital, and served as a consultant at other major banks and broker-dealers. Areas of focus include international tax reclamation, treasury, prime brokerage and securities lending. Dan graduated with a bachelor’s degree in finance from Siena College and is Series 7, 24 and 63 licensed.
