Dan Poole

Dan Poole is a Director at PwC, where they currently lead consulting engagements within the Asset & Wealth Management advisory practice. They have extensive experience in operational and technology transformations across various financial services firms, including Wealth Management, Alternative Asset Managers, and Custody Banks. Dan’s competencies include strategic assessments, business requirements analysis, and project management, with a proven track record of delivering solutions on time and within budget. They hold a Bachelor of Science in Finance and a Master of Science in Computer Information Systems from Bentley University.