Dan Phelon

Dan Phelon, CFA, is an experienced investment professional with a robust background in data analysis and project management. Currently serving as an Investment Data Analyst and Risk Analyst - Technology at MFS Investment Management, Dan focuses on technology risk assessment and vendor onboarding for the Enterprise Risk Management team. Previous roles include Senior Analyst at Zurich Insurance Company Ltd., where responsibilities involved oversight of project operations and budget management, and Senior Business Analyst at Friends Life group, where efforts centered on enhancing mutual fund operations. Earlier experience includes a position as Senior Fund Pricing Analyst at J.P. Morgan, managing fund pricing for diverse financial instruments, and as an Operational Performance Analyst at National Australia Bank, where contributions focused on performance statistics and efficiency improvement projects. Dan holds a BA (Hons) in Economics from the University of Exeter and a Master of Science in Computer Information Systems & Data Analytics from Boston University.