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Dan Latimore

Dan Latimore

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Chief Research Officer @ The Financial Revolutionist Chief Research Officer, Financial Revolutionist
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Education

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Harvard Kennedy School

Master of Public Administration - MPA, Economics -
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Dartmouth College

BA, Philosophy, Government -

Work Experience

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The Financial Revolutionist

Current

The Financial Revolutionist

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Lone Pine Advisors

Current

Lone Pine Advisors

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Celent

2012-01-01 - 2023-01-01

Celent

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Deloitte

2009-01-01 - 2012-01-01

Deloitte

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IBM

2001-01-01 - 2009-01-01

IBM

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Mainspring

1999-01-01 - 2001-01-01

Mainspring

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Liberty Mutual Insurance

1996-01-01 - 1999-01-01

Liberty Mutual Insurance

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McKinsey & Company

1994-01-01 - 1996-01-01

McKinsey & Company

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Merrill Lynch

1985-01-01 - 1992-01-01

Merrill Lynch

Skills

Technology Research Artificial Intelligence (AI) FinTech Analytical Skills Financial Services Executive Management Business Strategy Public Speaking Thought Leadership Banking Research Strategic Planning Professional Services Management Interpersonal Skills Strategy Development Management Consulting Economics Financial Modeling Mergers Business Planning

Summary

I leverage my 20+ years of experience to help fintechs and financial institutions make practical decisions about financial technology. I have a proven track record of delivering unbiased and insightful research and advice on trends, competitors, and market sizes in the global financial services industry. Technology is a means to an end; investment in the next new thing without a clear definition of the problem being solved dooms a project. I am also a public speaker and facilitator at various industry events, where I focus on the technologies that make a difference and, more importantly, how they make that difference, such as generative AI, cloud, and data. I bring a new perspective to executives immersed in executing their critical tasks, with a blend of expertise in financial technology, strategy, innovation, and behavioral economics. Passionate about creating value for my clients and partners, I'm open to select consulting opportunities.

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