Dan Michalek

CFO & Co-Founder

Professional Overview

Dan Michalek is an experienced finance executive and entrepreneur with a proven track record of driving growth and value creation. As the CFO and Co-Founder of Gevity Social Wellness Club, he leverages his extensive expertise in financial management, strategic planning, and business development to guide the company's financial and operational success. Michalek is also an active investor and advisor, serving as a Limited Partner at Purple Arch Ventures and the CEO & Founder of Syndifi Inc.

Experience Summary

Current Roles

CFO & Co-Founder, Gevity Social Wellness Club (2024-01-01 to Present)

• Provide strategic financial leadership and oversight for the company's operations, investments, and growth initiatives

• Develop and implement financial strategies to optimize profitability, liquidity, and long-term sustainability

• Collaborate with the executive team to drive the company's vision and achieve its business objectives

Limited Partner, Purple Arch Ventures (2019-02-01 to Present)

• Evaluate and invest in promising early-stage startups, leveraging deep industry expertise and a strong network

• Provide strategic guidance and mentorship to portfolio companies, helping them navigate challenges and accelerate growth

CEO & Founder, Syndifi Inc. (2020-02-01 to Present)

• Oversee the strategic direction, operations, and growth of the company, which provides innovative financial technology solutions

• Spearhead the development of new products and services to meet the evolving needs of the financial services industry

Board Member, Founder & Former CEO, OpenMarkets (2011-01-01 to Present)

• Serve on the board of directors, providing strategic oversight and guidance to the company

• Previously served as the CEO, leading the company's transformation and growth in the healthcare technology market

Past Roles

CEO, Finance Exchange (2017-03-01 to 2020-02-01)

• Drove the company's strategic direction and operational excellence, resulting in increased profitability and market share

• Expanded the company's product offerings and geographic reach, enhancing its competitive position

Founder-CEO, Connor Capital Corporation (1994-01-01 to 1999-01-01)

• Founded and led a successful investment management firm, delivering strong returns for clients

• Developed innovative financial products and strategies to meet the needs of institutional and individual investors

National Accounts Manager, American Express (1988-01-01 to 1994-01-01)

• Managed key client relationships and sales initiatives, contributing to the company's growth and market penetration

• Demonstrated strong business development and relationship management skills

Account Manager, Citicorp (1986-01-01 to 1988-01-01)

• Provided financial services and solutions to corporate clients, building a strong track record of client satisfaction

Academic Background

Michalek holds a Bachelor of Science in Finance from the University of Illinois at Urbana-Champaign, where he graduated with honors.

Areas of Expertise

• Financial management and strategic planning

• Venture capital and private equity investments

• Entrepreneurship and business development

• Financial technology and innovation

• Corporate governance and board-level leadership

Professional Impact

• Co-founded and led Gevity Social Wellness Club, a rapidly growing fitness and wellness club with a unique social-first approach

• Served as the CEO of Finance Exchange, driving the company's growth and profitability during his tenure

• Founded and led Connor Capital Corporation, a successful investment management firm that delivered strong returns for clients

• Served as the CEO and founder of Syndifi Inc., a financial technology company providing innovative solutions to the financial services industry

• Served on the board of directors and as the former CEO of OpenMarkets, a leading healthcare technology company

Conclusion

With his extensive experience in finance, entrepreneurship, and investment management, Dan Michalek is a versatile and strategic leader who excels at driving growth, innovation, and value creation. His ability to navigate complex financial and business challenges, coupled with his deep industry expertise, makes him a valuable asset to the organizations he serves.