Daniel Fishman

Business Strategy Consultant

Daniel Fishman is a Business Strategy Consultant at Private Advisor Group. In this role, he will perform process improvement and data analytics. He brings over five years of experience in financial services and 20 years of process improvement to the team.

Prior to joining Private Advisor Group, Dan held process-focused positions at Bank of America and Ally Financial in the Charlotte area.

Dan holds a Bachelor of Arts in History from Franklin & Marshall College, a Master of Business Administration from Georgetown University, and is about to finish a Master of Data Science from the Georgia Institute of Technology. He is also a certified Lean Six Sigma Master Black Belt.

Outside of work, Dan volunteers for the American Red Cross and previously provided EMS services as a volunteer. In addition, he served in two leadership roles for the American Society for Quality (ASQ) within the Service Quality Division.

Along with his wife and daughter, Dan lives in Fort Mill, SC. He has an advanced rank in several martial arts.