Dan Garrett is a technology professional with 40 years of experience, currently serving as the Co-Founder and Managing Director of Advisor Digital. His company, which was spun off from SRG Financial Advisors after he built their tech stack, provides fintech consulting and managed services to independent financial advisory firms.
He is a graduate of the Systems Engineering Development Program at Electronic Data Systems and has completed Masters coursework at Southern Methodist University.
An interesting fact: Dan built the technology infrastructure for a financial advisory firm and then successfully spun it off into its own independent managed services company, Advisor Digital.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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