Dan Cavanaugh, Author at The Financial Executives Journal

Dan Cavanaugh

Head of Wealth Management & Financial Advisory
As the Head of Wealth Management and Financial Advisory, Dan leads strategic growth and guides client engagement across all facets of this key vertical for Aidentified. Dan brings over 25 years of experience at the intersection of software and financial services, providing data and technology solutions for some of the world’s largest wealth and asset management firms.

Prior to joining aidentified, Dan served as Global Head of Products and Services for BNY Data & Analytics, including Eagle Investment Systems. Prior to BNY, Dan was a manager in the Investment Management Business Advisory Services division at Deloitte.

Dan earned a Bachelor of Science in Accounting from Binghamton University and is a Certified Public Accountant.

Dan currently resides in Shrewsbury MA.

Woman in Red at Stock Exchange — Photo by Brian / AdobeStock

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