Daniel Swan, CTP

Enthusiast
DISC Type : i

Global Treasury Manager at Progress

Bedford, Massachusetts, United States

Overview

Daniel is a Global Treasury Professional with over 16 years of corporate experience, specializing in risk management, financial analysis, and operational excellence. He holds an MBA from the University of Massachusetts Lowell and is a Certified Treasury Professional (CTP) and a Lean Six Sigma Green Belt (LSSGB).

Based on his extensive educational and professional background in Massachusetts, he likely enjoys following the local Boston sports scene. His entire career has been centered in the region, from his Bachelors at Stonehill College to his current role.

He is a certified Lean Six Sigma Green Belt, uniquely combining deep financial expertise with a formal qualification in process improvement.

Personality Overview

Optimistic

Story Driven

Amiable & Agreeable

They agree with others often, so exercise caution when relying on their word.  Unlike D or C types, they are convinced more by stories and testimonials. They prefer to build relationships rather than staying totally transactional.

Topics They Care About

Global Treasury Operations
His career focuses on managing corporate liquidity, foreign exchange hedging, and ensuring compliance with Sarbanes-Oxley across global operations.
Financial Risk Management
His background includes executing monthly hedging contracts and managing internal and external audit requirements to mitigate financial risk and prevent losses.
Process Improvement
As a certified Lean Six Sigma Green Belt, he is passionate about operational excellence and enhancing financial policies and procedures.

Media Appearances

Daniel has no verified media appearances

Work History

9-2017
Global Treasury Manager at Progress
9-2006 - 12-2015
Sr. Treasury Analyst at Biogen
9-2004 - 9-2006
Treasury Analyst at ModusLink
9-1999 - 9-2004
Cash Management Specialist at Fidelity Investments

Education

Bachelor’s Degree from Stonehill College
Master of Business Administration - MBA from University of Massachusetts Lowell

More Information

Social Presence :

Prographics :

Exp : 24 Location : Bedford, Massachusetts, United States Job Level : Middle Designation : Global Treasury Manager at Progress
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Insights For Selling To Daniel

During A Call Or A Meeting

DO's

  • Refer to interesting customer testimonials and stress on great customer experience
  • Compliment them about their personality if you get a chance
  • Ask them how their day is going or exchange some other pleasantries

DONT's

  • Don’t ask too many questions in one go, weave them into the flow
  • Don't be critical or challenge them openly, they can react defensively
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Daniel is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Daniel

  • They probably won't say no directly.


Insights For Deal Planning

    How fast (or slow) will Daniel move?

  • They are not the ones to make fast decisions, even while they stay committed.
  • Can Daniel take some risk or not?

  • They can take some low-probability risks if needed.

You And Daniel

Personality Compatibility


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