George Dan
Associate Representative at Thrivent- Claim this Profile
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Bio
Tim Hieber
I had the pleasure of working with George while at ShowingTime. He has a broad knowledge of management, operations and analytics, and was always willing to lend a hand if needed. He would be a strong asset to any organization; but especially to one looking to make process improvements based on proven analytical and behavioral data. I wholeheartedly recommend him.
Steve Ogrin
I had the distinct pleasure of befriending Sorin while we were both grad students at the University of Chicago. Sorin exhibits a unique combination of highly analytic intelligence coupled with a friendly, infectious personality. He’s dedicated and passionate about any tasks he undertakes, but what makes this dedication even more impressive is his willingness and desire to throw himself into new pursuits with no fear, no hesitation and no apprehension. I consider myself very fortunate to call Sorin a friend and colleague and I hope to have the opportunity to work more with Sorin in the future.
Tim Hieber
I had the pleasure of working with George while at ShowingTime. He has a broad knowledge of management, operations and analytics, and was always willing to lend a hand if needed. He would be a strong asset to any organization; but especially to one looking to make process improvements based on proven analytical and behavioral data. I wholeheartedly recommend him.
Steve Ogrin
I had the distinct pleasure of befriending Sorin while we were both grad students at the University of Chicago. Sorin exhibits a unique combination of highly analytic intelligence coupled with a friendly, infectious personality. He’s dedicated and passionate about any tasks he undertakes, but what makes this dedication even more impressive is his willingness and desire to throw himself into new pursuits with no fear, no hesitation and no apprehension. I consider myself very fortunate to call Sorin a friend and colleague and I hope to have the opportunity to work more with Sorin in the future.
Tim Hieber
I had the pleasure of working with George while at ShowingTime. He has a broad knowledge of management, operations and analytics, and was always willing to lend a hand if needed. He would be a strong asset to any organization; but especially to one looking to make process improvements based on proven analytical and behavioral data. I wholeheartedly recommend him.
Steve Ogrin
I had the distinct pleasure of befriending Sorin while we were both grad students at the University of Chicago. Sorin exhibits a unique combination of highly analytic intelligence coupled with a friendly, infectious personality. He’s dedicated and passionate about any tasks he undertakes, but what makes this dedication even more impressive is his willingness and desire to throw himself into new pursuits with no fear, no hesitation and no apprehension. I consider myself very fortunate to call Sorin a friend and colleague and I hope to have the opportunity to work more with Sorin in the future.
Tim Hieber
I had the pleasure of working with George while at ShowingTime. He has a broad knowledge of management, operations and analytics, and was always willing to lend a hand if needed. He would be a strong asset to any organization; but especially to one looking to make process improvements based on proven analytical and behavioral data. I wholeheartedly recommend him.
Steve Ogrin
I had the distinct pleasure of befriending Sorin while we were both grad students at the University of Chicago. Sorin exhibits a unique combination of highly analytic intelligence coupled with a friendly, infectious personality. He’s dedicated and passionate about any tasks he undertakes, but what makes this dedication even more impressive is his willingness and desire to throw himself into new pursuits with no fear, no hesitation and no apprehension. I consider myself very fortunate to call Sorin a friend and colleague and I hope to have the opportunity to work more with Sorin in the future.
Credentials
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FINRA Series 66
FINRAJul, 2023- Nov, 2024 -
FINRA Series 7
FINRAJun, 2023- Nov, 2024 -
Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
Illinois Department of InsuranceApr, 2023- Nov, 2024 -
2022 Financial Services Annual Summit Speaker
FSP ChicagoNov, 2022- Nov, 2024 -
SQL for Data Science
EdXMar, 2020- Nov, 2024 -
Data Analysis with Python
CourseraOct, 2018- Nov, 2024 -
Data Visualization with Python
CourseraSep, 2018- Nov, 2024 -
Python for Data Science
CourseraAug, 2018- Nov, 2024 -
Forensic Accounting and Fraud Examination (completed)
Coursera Course CertificatesOct, 2016- Nov, 2024 -
The Data Scientist’s Toolbox (completed)
Coursera Course CertificatesMar, 2016- Nov, 2024 -
CFP Program
Northwestern University School of Professional StudiesDec, 2005- Nov, 2024 -
Archery Coach Level II
Archery USA -
Lean Six Sigma Green Belt (ICGB)
Motorola University -
Salesforce Flow
Salesforce
Experience
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Thrivent Asset Management
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United States
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Investment Management
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1 - 100 Employee
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Associate Representative
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Jul 2023 - Present
Financial guidance | Meaningful living | Gratitude Financial guidance | Meaningful living | Gratitude
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University of Chicago
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United States
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Higher Education
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700 & Above Employee
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Course Instructor
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Mar 2020 - Present
Courses: Behavioral Finance The Psychology of Finance Courses: Behavioral Finance The Psychology of Finance
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User Nudge
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United States
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Financial Services
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Co-Founder | Product & Operations | Applied Behavioral Science
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Jul 2018 - Present
We provide: - SaaS growth for fintech companies - interim COO services: GTM, Product-Market-Fit, and SaaS operations - interim CFO function: FP&A, Cash flow recapturing, EBITDA CAGR advance - M&A services: due diligence, deal advisory, market and investment research User Nudge is a behavior change consulting agency, specialized in frictionless operations - ZeroFriction Operating Model (TM) for the digital world. Fintech operations. Check out Behavioral Fintech dot… Show more We provide: - SaaS growth for fintech companies - interim COO services: GTM, Product-Market-Fit, and SaaS operations - interim CFO function: FP&A, Cash flow recapturing, EBITDA CAGR advance - M&A services: due diligence, deal advisory, market and investment research User Nudge is a behavior change consulting agency, specialized in frictionless operations - ZeroFriction Operating Model (TM) for the digital world. Fintech operations. Check out Behavioral Fintech dot com Offices in Chicago and Bucharest, Romania. We conduct qualitative and quantitative behavioral diagnostics (including sludge and dark pattern audits) for products and processes to reflect our best understanding of how people engage with, participate in, use and respond to them. We create frictionless workflows in SaaS applications: Salesforce, ServiceNow, Workday, Oracle and SAP ERPs. The results: a complete view of customer behaviors, cross-selling opportunities, and the insights needed for hyper-personalization at scale. Show less We provide: - SaaS growth for fintech companies - interim COO services: GTM, Product-Market-Fit, and SaaS operations - interim CFO function: FP&A, Cash flow recapturing, EBITDA CAGR advance - M&A services: due diligence, deal advisory, market and investment research User Nudge is a behavior change consulting agency, specialized in frictionless operations - ZeroFriction Operating Model (TM) for the digital world. Fintech operations. Check out Behavioral Fintech dot… Show more We provide: - SaaS growth for fintech companies - interim COO services: GTM, Product-Market-Fit, and SaaS operations - interim CFO function: FP&A, Cash flow recapturing, EBITDA CAGR advance - M&A services: due diligence, deal advisory, market and investment research User Nudge is a behavior change consulting agency, specialized in frictionless operations - ZeroFriction Operating Model (TM) for the digital world. Fintech operations. Check out Behavioral Fintech dot com Offices in Chicago and Bucharest, Romania. We conduct qualitative and quantitative behavioral diagnostics (including sludge and dark pattern audits) for products and processes to reflect our best understanding of how people engage with, participate in, use and respond to them. We create frictionless workflows in SaaS applications: Salesforce, ServiceNow, Workday, Oracle and SAP ERPs. The results: a complete view of customer behaviors, cross-selling opportunities, and the insights needed for hyper-personalization at scale. Show less
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Rely Services, Inc.
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United States
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Outsourcing and Offshoring Consulting
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1 - 100 Employee
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Chief Operating Officer (interim)
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Apr 2022 - Oct 2022
Founded Rely Ventures - the M&A arm of Rely Services, as a Managing Partner. Led fundraising campaigns. Scaled up Revenue Operations both domestic and international, with a 200+ offshore team in India. Led the development of a digital native app dealing with fuel futures. Developed policies to promote a positive company culture. Founded Rely Ventures - the M&A arm of Rely Services, as a Managing Partner. Led fundraising campaigns. Scaled up Revenue Operations both domestic and international, with a 200+ offshore team in India. Led the development of a digital native app dealing with fuel futures. Developed policies to promote a positive company culture.
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Zillow
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United States
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Real Estate
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700 & Above Employee
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VP Finance & Operations
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Jan 2015 - Feb 2021
Acquired in 2021 by Zillow, ShowingTime is a SaaS management company, one of the largest technology providers to over 800,000 real estate agents in the trillion-dollar US real estate industry. M&A pre- and post- operations Acquired in 2021 by Zillow, ShowingTime is a SaaS management company, one of the largest technology providers to over 800,000 real estate agents in the trillion-dollar US real estate industry. M&A pre- and post- operations
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Illinois Institute of Technology
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United States
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Higher Education
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700 & Above Employee
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Course Instructor
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Aug 2013 - Mar 2020
Courses: Behavioral Economics Strategic Decision Making Courses: Behavioral Economics Strategic Decision Making
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ImplementQ
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Chicago, Illinois, United States
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Independent Consultant
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Jan 2012 - Dec 2014
Co-built a large-scale financial transactions system to analyze real estate auction data, and place bids automatically for selected assets. Resulted in 200+ real estate assets purchased within 2 years. Developed APIs to transact $150MM volume in real estate transactions. The system was built on large data sets on Hadoop (with SQL and Excel) Co-built a large-scale financial transactions system to analyze real estate auction data, and place bids automatically for selected assets. Resulted in 200+ real estate assets purchased within 2 years. Developed APIs to transact $150MM volume in real estate transactions. The system was built on large data sets on Hadoop (with SQL and Excel)
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IBM
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United States
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IT Services and IT Consulting
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700 & Above Employee
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Consultant, Fintech Platforms
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Jan 2008 - Dec 2011
Scaled fintech operations for monitoring, aggregating and correlation of events for large scale COS deployment serving billions of requests daily Enhanced 90% departmental productivity by evaluating and restructuring customer journeys. Scaled fintech operations for monitoring, aggregating and correlation of events for large scale COS deployment serving billions of requests daily Enhanced 90% departmental productivity by evaluating and restructuring customer journeys.
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Motorola Mobility (a Lenovo Company)
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United States
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Computers and Electronics Manufacturing
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700 & Above Employee
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Manager, Finance & Operations - CDMA Division
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Mar 2004 - Dec 2007
Financial strategy and operations for the CNRC division of the CDMA branch of Motorola. Strategy and sales support for the Verizon account - West region
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Leadership Development Program
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Mar 2003 - Mar 2004
Started the Leadership Development Program, finished among the top of the class. Completed rotations in Sales Operations, Finance, Pricing and Program Management.
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System Engineer - CDMA
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Mar 1999 - Mar 2004
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Education
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The University of Chicago Booth School of Business
MBA, Analytical Finance, Strategy and Management -
The George Washington University School of Business
Master's Certificate, Project Management -
Polytechnic University of Timisoara
Bachelor of Science - BS, Electronics and Communications Engineering
Community
