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Daniel Green joins WealthTouch as a managing director

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WealthTouch, an independent financial reporting platform for ultra-high net worth families and their advisers, has appointed Daniel C. Green as managing director of western territory sales.



In his role, Green will oversee sales and solution consulting for firms in the western US and Asia.

Green has over 15 years’ experience creating, marketing and selling large-scale wealth reporting services to financial institutions.

Starting in 1995, Green ran sales and marketing for GreenTrak, a wealth reporting service that he co-founded. GreenTrak was acquired by Advent Software in 2002.

After Advent, Green held sales leadership positions first at Investment Scorecard and then Informa Investment Solutions.

“Dan possesses a solid understanding of our industry and a demonstrated ability to establish and maintain business relationships at the highest levels,” says James Shehigian, president of WealthTouch. “His broad and unique experience will prove an invaluable asset to our clients as they seek solutions to the escalating challenges of effective wealth management. There are few individuals in our industry who are as prepared to help drive our company and industry forward as Dan.”

“I’ve been waiting a long time for a company with the right culture, infrastructure, technology, vision, and most importantly, the right team to finally take on the massive task of meeting the financial reporting needs of the world’s ultra-high net worth,” adds Green. “I believe WealthTouch has all the pieces in place and the right market timing to be our industry’s first global success.”

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