Dan Chessen

VP, Sales Strategy & Ops

Beyond Finance

Oct 2021 - Current (4 years 11 months)

Sr Director, Strategy & Operations

Beyond Finance

May 2021 - Oct 2021 (6 months)

Director, Strategy & Operations

Beyond Finance

Sep 2020 - May 2021 (9 months)

Strategy & Ops

AQR Capital Management

Jun 2018 - Mar 2020 (1 year 10 months)

• Managed a team focused on driving strategic initiatives across the firm through process re-engineering, targeted automation, and emerging technologies • Co-lead initiatives on AI in portfolio operations and partnered with industry leaders to develop one of the first blockchain proof-of-concepts for trade lifecycle efficiency. • Established and lead a python automation team across multiple operations workstreams, expected to result in over 2,500 hours of annual savings within 2 years. • Facilitated infrastructure design of new product lines such as Model Portfolios, Alternative Index offerings, and Interfund Lending with specific focus on efficiency and controls. • Drove requirements gathering and process mapping for multiple strategic pro

Business Consulting

Sapient Global Markets

Sep 2015 - Jul 2018 (2 years 11 months)

• Managed a core team through a 15 month end-to-end analysis of a substantial government regulatory system, culminating in a white paper of analysis, recommendations and functional requirements. • Led a business track on a scrum team developing a Financial Reporting module for a complex, customized Hedge Fund at a large financial services firm. • Assisted the Managing Director of all AIS PMO at a large Fund Administrator in evaluating project budgets month over month as well as re-designing and automating their financial dashboards for better usability. • Experience managing a 20 person delivery team in a completely agile environment with 2 week sprints with constant scope changes and refactoring due to client requests. • Strategized closel

Senior Business Analyst

COMMON SECURITIZATION SOLUTIONS

Feb 2015 - Sep 2015 (8 months)

Integral member of a dynamic team designing the operations and technology which will usher in market wide change for the MBS market. - Subject matter expert on all business operations around securitization of single, and multi class MBS including structuring, issuance, bond administration and disclosures - Collaborate seamlessly with delivery and architecture teams to deliver concise, accurate requirements - Operate as a business lead on simultaneous projects with varying deadlines and responsibilities - Partner with the delivery and technology teams to plan sprints and version capacity/resources - Communicate effectively with executives to understand expectations and keep them abreast of project timelines - Experience in managing

Deal Structuring Manager

Fannie Mae

May 2012 - Feb 2015 (2 years 10 months)

Manage Credit Enhancement (CE) deal lifecycle in the Fannie Mae CE system which works to manage Credit and Default Risk of Fannie Mae Assets. Collaborate with internal and external clients to setup and manage varying deal structures that house portfolios of loans within the CE system. Responsibilities and Accomplishments: - Evaluate and implement potential products and new investment vehicles that may interest private firms in risk sharing initiatives with Fannie Mae - Structure Pool deals with Mortgage Insurance Companies to swap Credit Risk from Fannie Mae's books and hedge potential losses - Perform Quarterly and Year end financial Reporting Certification for downstream partners - Work Cohesively with Account Managers and clients to

Loan Ops Specialist

Fannie Mae

Oct 2010 - May 2012 (1 year 8 months)

- Worked as business and IT liaison responsible for consolidating input, gathering stakeholder buy in and consensus, and prioritizing for software releases. - Re-engineered a process following an operational incident (over $5M in unallocated revenue) to develop a solution for better tracking funds. - Key contributor to writing and testing Business Requirements.

O

Personal Banker

OBA Bank

Nov 2009 - Oct 2010 (1 year)

- Field client's questions and help resolve a wide array of issues, examples include possible account fraud, variations in credits or debits, and rejected items - Advise customers on a variety of bank products and assist them in creating accounts, applying for loans, and managing funds.

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