Daniel Steele is a seasoned professional in wealth, asset management, and retirement with experience in leading projects and assessments at prominent firms such as Baringa and EY. Currently a Senior Manager at Baringa since August 2021, Daniel has excelled in designing future state operating models and facilitating client workshops to address technology needs and strategic vision. Prior roles include Manager at EY, where significant contributions involved creating process taxonomies, developing strategic operating models, and conducting technical assessments for large financial institutions. Daniel's career initiated in business analysis and programming at Coutts, followed by a strong foundation in consulting roles in wealth management and banking. Educational credentials include a BA in Accounting and Finance, a Certified SCRUM Master designation, and a Nanodegree in Product Management from Udacity.
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