Dan Rooney

Sharpshooter
DISC Type : DC

Partner at Deloitte

Chicago, Illinois, United States

Overview

Dan Rooney is an Audit Partner in Deloitte’s Financial Services practice, specializing in investment management for clients like mutual funds, ETFs, and private equity funds. He leverages his experience as a former Assistant Chief Accountant at the SEC to guide clients on complex regulatory matters. He is a graduate of Augustana College and the University of Illinois Chicago.

Outside of his professional life, Dan was an accomplished collegiate athlete. He was a member of the Augustana College tennis team, where he and his partner became the fourth-winningest doubles team in the schools history. He continues to support his alma mater as a donor.

Unique fact: Dan spent two years as an Assistant Chief Accountant within the SECs Division of Investment Management before rejoining Deloitte.

Personality Overview

Thorough Evaluator

ROI Driven

Fast But Analytical

More than the product, they care about the impact of the product.  They prefer to be the ones controlling the conversation or defining the terms. They like to move fast and expect the same from others.

Topics They Care About

Investment Regulation
Tracks and advises on evolving investment management regulations, drawing on his prior experience as an Assistant Chief Accountant at the U. S. Securities and Exchange Commission.
ETF Market
Has publicly shared his perspective on the significant growth potential within the Exchange-Traded Fund (ETF) market and the need for readiness.
Digital Assets
Vocal about the future of finance being centered on digital assets and Deloitte's role in helping companies build capabilities in this area.

Media Appearances

Deloitte Exec Honored with Career Achievement Award. Featured in Delta Sigma Magazine

See Now

Work History

9-2020
Partner at Deloitte
9-2018 - 8-2020
Assistant Chief Accountant, Division of Investment Management at U.S. Securities and Exchange Commission
9-2006 - 8-2018
Senior Manager at Deloitte

Education

2001 - 2005
BA from Augustana College
2005 - 2006
MA from University of Illinois Chicago

More Information

Social Presence :

Prographics :

Exp : 19 Location : Chicago, Illinois, United States Job Level : N/A Designation : Partner at Deloitte
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Insights For Selling To Dan

During A Call Or A Meeting

DO's

  • Hold your ground without indulging in one-upmanship
  • Refer to testimonials from well-known industry leaders
  • Be respectful but crisp

DONT's

  • Don't try too hard to forge relationships with them
  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Do not hesitate from asking counter questions, just avoid challenging their authority

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dan is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Dan

  • If they are not convinced, they will say no without any hesitation.

Insights For Deal Planning

    How fast (or slow) will Dan move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Dan take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Dan

Personality Compatibility


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