Daniel Tobin

Management Consulting. Strategic Innovation. Operations Management. Scaling. Change Management.

Boston, Massachusetts, United States

About

Executive Operations Leader | Digital Transformation & Investment Operations Strategy I bridge the gap between complex institutional financial operations and cutting-edge digital modernization. With 20+ years of executive leadership spanning Fortune 50 firms (Fidelity, Bank of America, Prudential) and venture-backed tech startups, I specialize in designing scalable business architectures that protect margins, eliminate systemic risk, and drive growth. Core Areas of Impact: Investment Operations & Financial Infrastructure: Deep expertise in mutual fund manufacturing, clearing & settlement modernization, and post-merger integration. Digital & Technical Transformation: Champion of Scaled Agile (SAFe) environments, intelligent process automation (BPM/RPA), and early-stage AI/Blockchain commercialization. Operational Excellence: Battle-tested in restructuring back-office workflows, optimizing global call centers, and deploying Lean Six Sigma frameworks to reduce transaction costs.

Experience

  • Advisor at Stellaris Corporation
    Oct 2025 - Present · 9 mos

    Administration and Operations Innovation for Transparent BIPV solar window solution manufacturer.

  • Managing Consultant at Self-employed
    Apr 2018 - Present · 8 yrs 3 mos

    • Operational Strategy: Deliver high-stakes business strategy consulting to financial services and sustainability firms. • New Venture Launch: Analyzed regional bank automated marketing IP and algorithms to determine commercial feasibility for an independent venture. • Scalability & Efficiency: "Operationalized" a vertically integrated startup using Six Sigma, developing a KPI strategy that maintained margins and served as a blueprint for future acquisitions. • Contact Center Optimization: Conducted hands-on operational reviews for consumer banking call centers, creating growth roadmaps and implementing outsourcing strategies to reduce variation and manage costs.

  • Chief Operating Officer at Blackburn Energy, Inc.
    Dec 2018 - Nov 2022 · 4 yrs

    • Capital Acquisition: Transformed the company from early-stage startup to an A-round entity, successfully raising over $3M in capital from investors including Breakthrough Energy Ventures and Toyota Tsusho. • Revenue Diversification: Expanded revenue base by securing a primary contract from the Defense Innovation Unit, stabilizing the company's financial foundation. • Executive Oversight: Managed all strategic efforts, inventory, and product strategy, ensuring effective capital utilization during rapid scaling.

  • Managing Consultant at IBM
    Dec 2015 - Mar 2018 · 2 yrs 4 mos

    • Digital Transformation: Led a multi-year, multi-million dollar online banking BPM solution implementation via Scaled Agile, reducing transaction costs by 10% through automated routing and task management. • AI Implementation: Directed onshore/offshore teams to build IBM Watson AI dashboards for top-tier clients like Vanguard and SunTrust. • Thought Leadership: Authored global call center strategies leveraging Intelligent Process Automation (IPA), AI, ML, and Blockchain.

  • Private Client Investment Consultant at Charles Schwab (formerly TD Ameritrade)
    Oct 2014 - Dec 2015 · 1 yr 3 mos

    • Asset Retention: Increased asset retention by 1,000 bps within 6 months, leading to a nationwide program rollout.