Dan Meers

Pioneer
DISC Type : DIS

Managing Director at RSM US LLP

Washington DC-Baltimore Area, United States

Overview

Dan Meers is a Managing Director at RSM US LLP, specializing in data, analytics, and risk management. With over 30 years of experience supporting Fortune 100 firms, he has a history of leading large-scale financial and digital transformations. Colleagues describe him as a visionary leader with unmatched expertise in enterprise architecture.

He is the co-author of three books, including the "Data and Analytics Playbook, " which is based on 20 years of his industry presentations and publications.

Personality Overview

Decisive But Friendly

Dynamic But Sincere

Driven But Considerate

They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed  If they are convinced, they can become very strong champions for your product They have the unique ability to win both love and respect from their team (or outsiders)

Topics They Care About

Data & Analytics Strategy
He co-authored "The Data and Analytics Playbook" and has led data and AI practices at major consulting firms, focusing on data governance and quality.
AI for Risk
His work involves implementing AI solutions for risk clients and he holds certifications in Generative AI and Microsoft Copilot Studio, focusing on risk analytics and controls.
Enterprise Architecture
Previously served as Chief Enterprise Architect at Freddie Mac and is described by peers as having unmatched expertise in enterprise information architecture and data warehousing patterns.

Media Appearances

Dan has no verified media appearances

Work History

10-2025
Managing Director at RSM US LLP
10-2023 - 8-2025
Managing Director, Data & Analytics Leader at CohnReznick LLP
5-2023 - 10-2023
Contract Data & Analytics Officer at Accountable Intelligence
2-2022 - 5-2023
Finance Data Officer at TIAA
8-2016 - 2-2022
National Data & Analytics Leader at RSM US LLP

Education

1-2025 - 3-2025
Data Driven Decision Making from Georgetown University Executive Education
2021 - 2021
Executive Education from University of California, Berkeley, Haas School of Business

More Information

Social Presence :

Prographics :

Exp : 34 Location : Washington DC-Baltimore Area, United States Job Level : Mid-senior Designation : Managing Director at RSM US LLP
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Insights For Selling To Dan

During A Call Or A Meeting

DO's

  • Mostly stick to your standard pitch and qualifying script, but add some stories or anecdotes to it
  • Keep your pitch focused on the impact but nurture the relationship too
  • Use phrases like ‘your decision will’, ‘you will impact’ etc.

DONT's

  • Don't lean very heavily into providing too much information, sharing whitepapers etc.
  • Don’t be very informal during the early interactions even if they are being so themselves
  • Avoid focusing only on the product or its ROI, keep building trust subtly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dan is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Dan

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Dan move?

  • They are generally fast movers and can take quick decisions
  • Can Dan take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Dan

Personality Compatibility


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