Dan Payton Email & Phone Number
Associate Director, Operations @ SS&C Black Diamond Wealth Solutions
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Dan Payton Location
- Florida, United States
Dan Payton Work
- Associate Director, Operations @ (November 2025 - Present)
- Manager, BD Link Data Operations and Technical Solutions @ (April 2024 - November 2025)
- Team Lead, BD Link Operations @ (October 2021 - April 2024)
- Senior Data Analyst, BD Link @ (April 2019 - October 2021)
- Data Analyst, BD Link @ (April 2018 - April 2019)
- Associate Data Analyst, BD Link @ (April 2017 - April 2018)
- Officer; Sr. Operations Analyst, Product Development @ (January 2014 - January 2017)
- Officer; Sr. Operations Analyst, Regulatory Services @ (January 2013 - January 2014)
- Sr. Operations Representative, Hedge Fund Trading @ (July 2008 - July 2013)
- Office Administrator @ Southeast Regional Center for Financial Training (January 2007 - January 2008)
- Accounting Intern @ (January 2004 - January 2007)
Dan Payton Education
- Seminole State College of Florida
Associate of Arts (AA) (Accounting)
- University of North Florida
Finance - Investments
Dan Payton Skills
- Access
- Account Reconciliation
- Accounting
- Agile & Waterfall Methodologies
- Attention to Detail
- Black Diamond Wealth Platform
- Business Requirements
- Communication
- Data Analysis
- Data Entry
- FinTech
- Financial Analysis
- Financial Reporting
- Financial Services
- Functional Testing
- Hedge Funds
- Interpersonal Skills
- Investments
- Leadership
- Microsoft Excel
- Microsoft Office
- Operations Management
- Organization Skills
- Portfolio Management
- Product Management
- Project Management
- Project Management Software
- Project Plans
- Quality Assurance Testing
- Risk Assessment
- SQL
- Team Leadership
- Timelines
- Trading
- User Stories
- monday.com
- Development
- Product Development
Dan Payton Summary
- Dan Payton, based in Florida, United States, is currently a Associate Director, Operations at SS&C Black Diamond Wealth Solutions. Dan Payton brings experience from previous roles at SS&C Black Diamond Wealth Solutions. Dan Payton holds a Associate of Arts (AA) in Accounting @ Seminole State College of Florida. With a robust skill set that includes Access, Account Reconciliation, Accounting, Agile & Waterfall Methodologies, Attention to Detail and more. Dan Payton has 1 emails and 2 mobile phone numbers on RocketReach.
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