Dan Steven is an accomplished financial services professional with over 25 years of experience. Currently serving as Director at InvestCloud, Inc. since July 2022, Dan previously held the position of Vice President of Digital Client Solutions at BNY Mellon from November 2012 to July 2022, where expertise was demonstrated in leading the development of a new advisor workstation for Wealth Management. Prior to that, Dan worked at Morgan Stanley as Vice President of MSSB Strategy from May 2006 to November 2012, achieving significant successes and promotions. Earlier experience includes a Vice President role at Merrill Lynch, where Dan managed the Online International Private Client site and collaborated with financial advisors to enhance client experiences. Dan holds a Bachelor's degree in Marketing from Rutgers University - Newark.
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