About

Dan is one of Canada's most experienced information technology experts across a multitude of financial services domains. He has been delivering software solutions that have influenced the financial securities marketplace for more than thirty years. 

Highlights:
. Created equity order management systems for Canadian brokerage firms.
. Created an equity and fixed income order management system.
. Created international and domestic settlement systems.
. Created an options clearing system.
. Created a Bank's ETF product offering.
. CTO for a Canadian bond exchange.
. SVP for a financial securities software provider.

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Clients

Dan provides services to Canada's leading banks, brokerage firms, pension funds, exchanges and service providers. 

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Experience
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 Dan creates strategies, tactics and introduces new capabilities, including:

​. Test and Deployment Strategies for back offices & trading systems involved with CDS’ Post Trade Modernization system.

. System and Business Process Transformations mandated by CSA’s NI 31-103 regulatory initiative, requiring updates across 12 lines of business.

. Equity Order Management Systems supporting trading, order & execution management, linking brokerage desks & Canadian exchanges.

. Central Options Clearing Application trade reporting and positions for all exchange-traded equity and index options within Canada.

. MFDA Trading Functionality for ETFs by providing MFDA advisors back office and order entry support.

. Custom Application Automating and Expediting Trade Reconciliations among multiple equity exchanges and client's trade records.

Straight-Through Processing Workflow and Systems Conversions meeting CSA’s NI 24-101 regulatory deadlines for daily trade matching and settlement.

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All the People & Tools You Need to Succeed !