Dan Cwenar is a founding partner of Access Data, a software-as-services firm providing internet delivered solutions to the investment management industry. Through its data centers, Access Data processes financial transactions involving more than $1 trillion in assets for its clients on a daily basis. In his role as President and Chief Operating Officer, Dan directs the company's software creation, product implementations, business and technology operations and customer service activities. Mr. Cwenar is the architect of Access Data Cognition™, a business process and technology implementation methodology.
Dan brings a thorough understanding of investment management, custody, brokerage, private banking, retirement, investment product distribution, compensation management and regulatory compliance to Access Data. Dan's expertise ranges from managing diverse consulting assignments in corporate strategic planning for investment banking firms to providing key management, technical and business know-how for the global launch of new financial products.
Previously, Mr. Cwenar was Senior Vice President at Federated Investors where he directed the company's creation and operation of investment management software products for the financial services industry. While at Carnegie Mellon University, Mr. Cwenar was Associate Director for Systems Technology and oversaw the development and support of enterprise-wide financial applications, and high-tech exploration and integration. He also held positions as Director of Software Development and Vice President of Technical Services for a high-tech start-up company.
Mr. Cwenar is a member of the National Investment Company Service Association Technology Committee and has spoken at national conferences and association meetings. He has presented his vision on the role of XML and other emerging technologies in financial services, the wireless workplace, and the technology required to support regulatory compliance. He has made multiple appearances at the Securities Exchange Commission to discuss technology solutions to detect market timing and has been a guest graduate school lecturer on the topics of entrepreneurship, regulatory compliance and technology innovation. Based on work conducted in the management of investment data, Mr. Cwenar was recognized with a United States patent and provides guidance on the boards of several high-tech startup companies.
Mr. Cwenar holds a Master of Science degree in Industrial Administration (MBA) from Carnegie Mellon University and a Bachelor of Arts degree in Mathematics and Science from The Pennsylvania State University.