Dan Whitley is the Head of Product Data & Information at Lord, Abbett & Co. LLC, where he directs the strategy for the firms client and product data ecosystem. A BBA graduate from George Washington University and a CIPM® certificant, he is deeply involved in shaping industry standards through his work with the CFA Institute and GIPS committees.
Outside of his professional work, Dan has a strong background in competitive sports. While attending university, he was the Captain and Match Secretary for the George Washington University Mens Rugby Club, showcasing his leadership skills and passion for teamwork from an early stage in his career.
He is actively speaking at industry events on the nuances and impacts of the SEC Marketing Rule.
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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