ÂÜÀòÂÒÂ×

Dan leads client strategy for a segment of the business and serves as overall head of marketing for Infusion. Dan has over 20 years experience helping financial services companies grow profitably by applying data driven and digital strategies. Prior accomplishments include originating over 5 million accounts, boosting retention through mining and applying voice of the client data, originating over $3 billion of new balances, M&A transactions involving billions in client assets, using marketing automation and CRM to accelerate lead generation and revenue, digital marketing to accelerate online account origination, using advanced statical modeling and machine learning to unlock growth opportunities, creating a video that landed on Adweek’s top ten viral video’s list, and using research and data to drive comprehensive brand strategies such as launching a new enterprise brand across over 230 locations. Dan joined Infusion after serving for 5 years as the Chief Marketing Officer at Hancock Whitney where assets increased from $22B to over $30B during his tenure. Dan’s other experience includes a progression of roles at First Horizon including 5 years as Chief Marketing Officer, head of financial services marketing for a national retailer, and an early stint at Vention in analyst/client services roles. Dan has a BS in Accounting from Belhaven University and a Master of Business Administration from Vanderbilt University. Dan is frequently asked to speak live or digitally on data driven strategy, digital, and financial services marketing all over the world and has contributed to numerous articles and books.