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