Dan Herrmann began his career in the financial industry nearly three decades ago, immediately identifying his passion for enhancing business practices to help serve clients better. Dan thrives in a team environment, aiming to uncover new solutions that promote efficient growth while sustaining the boutique advisory landscape upon which DWM was built. Dan began his career with OppenheimerFunds—a once global leader in asset management—directing teams in operations, technology, and client services. From there, he spent time at Broadridge, responsible for product development and integration with new clients, then transitioned to Empower and, eventually, Wells Fargo, continuing to specialize i