在政府许可、筹款、员工培训以及建立和领导高绩效团队方面拥有成功经验
Dan Weiss，Highwater Bound 首席执行官
•凭借超过 25 年的领导和创业经验，他设计、启动并领导了金融服务、金融科技和咨询领域的组织，推动了创新和战略增长。
•作为许可、融资和认证方面的专家，他在成功处理复杂申请和获得州、联邦和国际层面的批准方面有着良好的记录。
•作为Chartwell Compliance 的创始 CEO 兼所有者，他创建并领导这家许可和合规公司 12 年以上，为 700 多家金融科技和金融服务客户提供服务，包括微软、Coinbase、蚂蚁金服和 Square。他通过有机方式将公司扩大到中型市场规模，通过被纳斯达克上市的 MVB 银行收购成功退出，获得了在金融科技银行内运营的独特见解，随后第二次退出 Ankura。作为一名具有前瞻性的领导者，他在葛底斯堡、诺曼底和日本设计并领导了体验式、基于技能的员工培训，同时在最后三年保持了零员工流失率。
•作为全球支付和贷款金融科技公司 Microfinance International Corporation 的首席战略和合规官和首位员工，他在该公司 7 年多的发展中发挥了关键作用。他从美国和荷兰政府获得了 900 万美元的股权、债务和补助金，取得了完美的合规记录，并获得了五个金融服务领域的国家许可。此外，他还建立并领导了一家盈利的合规咨询公司，进一步扩大了公司的影响力。
•作为经济发展顾问，他帮助百事可乐美国公司和捷蓝航空等大型企业获得了大笔州培训补助。在一家精品税收激励公司任职期间，他建立并领导了这一业务领域，为企业劳动力发展带来了重大融资机会。
What Government Leaders Say About Dan Weiss
The former Acting Secretary, Acting Under Secretary, and Senior Assistant Secretary of the U.S. Air Force, the Honorable Tidal McCoy, shares his perspective on Dan Weiss’s leadership, strategic mindset, and ability to drive success
“I have had the privilege of knowing and observing many exceptional leaders throughout my career, and few stand out as distinctly as Dan. He possesses the boldness and courage necessary to take well-considered risks, consistently stepping outside his comfort zone to seize opportunities that others might hesitate to pursue. His ability to build and lead extraordinary teams – teams that endure, adapt, and succeed over time – Is a testament to his pragmatic and empathetic leadership.
Dan has an exceptional talent for applying military history as a guiding framework for modern business leadership, ensuring that strategy, discipline, and adaptability remain at the forefront of his decision-making.
Whether fundraising from the most complex institutions or spearheading high-stakes compliance initiatives, his results speak for themselves. He is, without question, one of the more successful and dynamic business executives I have encountered, bringing the kind of vision, resilience, and execution that drive organizations to remarkable success.
As a former All-American athlete, I recognize in Dan the same qualities that define elite competitors – unwavering focus, relentless drive, and the ability to perform under pressure. His representation of Team USA is not just a testament to his physical endurance, but also to his mental toughness and strategic discipline, traits that clearly translate into his business leadership and success.”
Dennis Lormel, the legendary former Chief of the FBI's Financial Crimes Section and the architect and Chief of its Terrorist Financing Operations Section after 9/11, highlights Dan Weiss’s leadership, expertise, and commitment to client success:
“Daniel is a straightforward and detail-oriented executive. He has assembled an extraordinarily talented cadre of subject matter experts to work with him on a variety of compliance projects. Daniel is well organized and adept at project development and execution. Daniel is cognizant of the needs of his clients and ensures their requirements are met.”
Terri Iverson, former Office of the Comptroller of the Currency National Examiner, praises Dan Weiss’s energy, integrity, and client-focused approach:
“Dan brings high and addicting energy and focus. His integrity and service standards are some of the best in the financial institution industry. He cares about his clients and has their best intentions when tailoring consulting services to the client's needs.”