Daniel G. Foley

Principal

610.738.4396

dfoley@meradia.com

Daniel G. Foley

Dan is a Principal Consultant who brings over 22 years of experience in the financial services industry. Since he joined Meradia in 2016, Dan has managed a large development release for a software vendor, defined the project plan and sequencing for a Geneva accounting implementation, and provided gap analysis and vendor selection for a performance implementation. His ability to quickly learn and adapt to new business models and concepts allows for the timely conversion of legacy technology and process onto strategic middle office platforms.
 
Prior to joining Meradia, Dan amassed an in-depth understanding of the end-to-end investment process through fulfilling multiple comprehensive roles at major financial services providers. He has extensive experience as a project manager for complex initiatives across back office, middle office, and investment analytics for asset managers and asset owners. He has also served as a global product manager for investment analytics and middle office services. Dan has wide-ranging experience in business analysis, operations management, and new product development in the FinTech segment.
 
Dan holds a B.S. in Accounting from the University of Massachusetts, and an M.B.A. from Northeastern University. Outside of the office, Dan volunteers for the Junior Achievement and Cradles to Crayons programs. He enjoys spending time with his wife and three daughters, and cooking for his family and friends.