Daniel Walsh
Director of implementation | Product Evangelist
Daniel Walsh is Director of Implementations and Product Evangelist at Fispoke, bringing over two decades of experience helping financial advisory firms modernize their operations. As a former Registered Investment Advisor, he combines firsthand knowledge with technical expertise within the Fintech industry.
Daniel spent three years as Senior Technical Project Manager at Lincoln Investment, where he led teams through data conversions, new data feed integrations, and software implementations to financial advisors. Before that, he spent 14 years at Hanlon Investment Management, rising to Senior Software Project Manager. There, he led the implementations and data migrations of numerous RIA and broker-dealer firms onto an all-in-one CRM, portfolio management, and financial planning platform.
During his career Daniel has built and managed back-office and conversion teams while delivering hundreds of projects with an emphasis on customer service, account management, and timely execution.
At Fispoke, Daniel leads implementation strategy and champions Fispoke products with advisors and firms, bringing his background as both a former advisor and a project management leader to every engagement.
Daniel has a Bachelor of Science in Business Administration from Saint Michael’s College.
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Decades of combined experience from the world's leading private banks, wirehouses, and technology firms.
