Hello, I'm Dan G.
As background, I departed from my role as President & CEO of the Bank of New York Trust Company of Canada (a wholly owned subsidiary of The Bank of New York Mellon Corp) in 2023 after 10.5 years. I took full advantage of some time off to reset, refocus and to spend some quality time with family members. While pursuing a full-time position during this career transitioning phase, I’m currently a self-employed strategic advisor/consultant assisting companies with their growth initiatives and capital raising activities. Despite my seniority, I plan on remaining very active in the business community indefinitely given my drive, energy level and passion to add value. I have held senior management roles with international and domestic financial service firms including, with the Bank of New York Trust Company of Canada, Wood Gundy, CIBC World Markets, Midland Walwyn Capital, Merrill Lynch Canada, Blackmont Capital (acquired by CI Financial Corp) and Research Capital. Throughout my career, I have been exposed to all facets of the financial service industry and have had the opportunity to work both domestically & internationally in Toronto, Montreal, Vancouver, Calgary, New York, Boston, Tokyo, Hong Kong and Singapore. For reference, I have Canadian/US dual-citizenship. My key competences, skills and attributes include: Tested and proven strategic senior leader with a broad range of management experience in both the public and private capital market sectors. Known for strong decisive hands-on business leadership, execution & high accountability entrepreneurial mindset to drive sustainable growth and innovation, optimization of operational capacity. Disciplined governance & regulatory oversight experience, with notable success in building lasting relationships among colleagues, clients and working collaboratively with executive management, boards & stakeholders. Knowledgeable and focused on identifying and cultivating partnerships, investments and opportunities for expansion. Ability to foster a collaborative & results-driven cross-functional team environment. Great ability to present persuasively to all levels of management, customers, and clients as well as an outstanding ability to prioritize, achieve efficiencies, and simultaneously manage several projects. Extensive knowledge of board governance and oversight responsibilities including, compliance, risk management, legal, audit, regulatory, strategic planning, financial budgeting, operational efficiencies and HR related matters. (referenced below). Comprehensive experience with Canada’s key financial services regulatory bodies, including the Canadian Investment Regulatory Organization (CIRO), Office of the Superintendent of Financial Institutions (OSFI) and Autorite des Marches (AMF). Trusted advisor to senior c-suite clients, good at developing, prospecting and retention of client relationships. In-depth senior client relationships established primarily with public and private Canadian financial institutions including, banks, life insurance, pension companies and a wide range of debt issuers. Also, have extensive investor relationships with C-suite Investment Advisors, Portfolio Managers, Ultra-High Net Worth and Family Offices as well in-depth relationships within the Canadian legal and professional services community. Skillful at networking, cultivating meaningful relationships and business development with client/prospect stakeholders and influencers, consultative approach to strategic sales planning and execution, targeting new client opportunities, strengthening existing client relationships and establishing prioritized goals, timelines, milestones and success metrics. Team oriented Player/Coach professional, consistently managed, hired, trained and developed people to go on to much larger career responsibilities. Strong people leadership skills to work collaboratively with multi-disciplinary high performing functional teams and stakeholder groups to uphold best practices, champion organizational priorities and foster a culture of accountability and innovation. Sound judgement of how and where people fit. Proven track record in coaching, driving accountability, developing talent across teams and driving employee engagement. People who I work best with are trustworthy, collaborative and complimentary to my skill set. Capacity and interest to work in a team-based and collegial environment where consensus-building is a significant driver to overall success. Disciplined focus on the bottom line by holding myself and team members accountable for their performance. Managerial and Committee roles: Bank of New York Trust Company of Canada - Member of several Management, Governance, Risk Management, Client Executive, Operating and Business Approval committees. Rockwater/Blackmont Capital - Member of the Private Client Group Wealth Management team, Capital Markets Underwriting, New Product Approval and Credit Committees as well as the Recruitment
Details
- Location
- Years of Relevant Experience20+ years
- Seniority LevelExecutive
- Highest Level of EducationMasters
Current / Most Recent Job Title
President & CEO - Bank of New York Trust Company of Canada (BNY Mellon) · Oversaw the development and execution of BNY Mellon’s corporate domestic and global business objectives. Met and exceeded financial targets, reviewed employee performance measurement, approved corporate governance policies, ensured processes were established to address regulatory, corporate, compliance and risk management requirements. · Sustained primary clients and capital markets & intermediary relationships, optimized key established goals across Business Development and Client Relationship Management teams. Developed and maintained an operating model providing quality and breadth of service to clients across the global Corporate Trust business. · Drove organic incremental growth from existing domestic and global clients while pursuing new business opportunities and client prospects, focused on responsible business growth that was compliant with acceptable risk and profitability milestones. · Ensured the Board was well apprised on all aspects of the business and financial performance measures. · Served as a key director on BNY Trust Company of Canada Board of Directors and as a member of several Management, Governance, Risk Management, Client Executive, Operating and Business Approval committees including the Global NA, EMEA & APAC Management, Senior Leadership Steering, Business Acceptance, Business Risk, Global Corporate Trust & Risk Committees. Key Director on the BNY Trust Company of Canada Board of Directors.
Current / Most Recent Employment
Self -Employed
Industry
Specific Jurisdictions That I'm Qualified In or Can Cover
- United States
Professional Membership / Certification
N/A
Skills
• Strong leadership, management, interpersonal, communication, effective negotiation, proven relationship management, customer relationship, goal oriented and analytical skills • Curious, energetic, flexible, outgoing, self-motivated, strong collaboration, ability to manage multiple priorities • Strong people, change and sales management experience connecting people to achieve their desired goals • Detail oriented mindset driven to understand customer needs through data analysis and collaboration • Demonstrates a consistent commitment to excellence and a relentless pursuit for positive outcomes, ability to exercise good judgement with a high level of professionalism and integrity • Accomplished with prioritizing competing priorities, using advanced organizational and time management skills • Ability to establish and cultivate relationships, credibility, and trust with individuals at all levels of both client organizations and within own firm • Strong written and verbal communication skills with a passion for leading team members • Build, manage, and nurture relationships with client/prospect stakeholders and influencers, adopting a trustworthy and value-driven approach in all interactions
Areas of Professional Interest
Capital Markets Project Management Sales & Business Development Board of Director