Dan Merrill is a seasoned executive with over 20 years of experience in sales, client success, and operations across fintech, financial services, and retail sectors. Dan currently serves as the SVP of Customer Success at Lendio, where they are dedicated to supporting small businesses in accessing capital. Dan has held significant roles at various organizations, including VP of Client Success at MX.com and Corporate Director at Brightstar. They are also the owner and president of AGT Legacy, emphasizing the importance of hard work and innovation in building a lasting legacy. Dan earned a Bachelor of Business Administration from Utah Valley University.
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