Dan Lonergan
President at Regmaven
Based in Belmont, United States
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Seniority
C-Team
Department
General Business & Management
Location
Belmont
Industry
Financial Services
Company size
2
Contact information
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d•••••••@regmaven.com
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Background
About Dan Lonergan
Financial Services professional with experience in all aspects of Professional Services, Consulting/PMO and business development covering the front, middle and back office of Broker/Dealers, Banks, RIAs and Asset Managers. Interest in Financial Services based organization requiring expertise and experience with Compliance and Professional Services delivery/development, systems implementations, project execution, team building/management, as well as business development. Summary of Skills and Experience: 1. FS Practice Management Consultancy: Business unit responsibilities for project execution, management and overall revenue/profitability. Systems and Business Process Implementations: Internal and Client facing project team management and delivery expertise. Relationship Management: Strong communications (internal and external), problem resolution and client focused awareness. Business Development: Expanded sales to existing client base as well as new sales into new client accounts.
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