Introduction
Kramer and his leadership team will concentrate on the unification of EQ’s current UK and US shareholder services divisions into a single, cohesive business unit in this strategic role. This will enable them to effectively support clients regardless of their listing status. He will concentrate on the unification of global delivery platforms, the alignment of strategy, and the improvement of operational efficiency in order to provide clients with seamless solutions and to increase shareholder value.
Dan has accumulated more than 30 years of experience in the financial services industry, where he has held senior leadership positions at prestigious institutions such as Morgan Stanley, Merrill Lynch, Deutsche Bank, JP Morgan, and BNY. Furthermore, he has effectively managed technology organizations, thereby showcasing his proficiency in both conventional and innovative business environments. Dan is a prominent global professional who has resided and worked in key financial centers, including Frankfurt, London, and New York, where he currently resides.
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Kramer will serve as a member of the Group Board and Executive Committee and will be accountable to the Group Chief Executive Officer, Paul Lynam. Thera Prins, CEO of UK Shareholder Services, and Jo Palmer, CEO of U.S. Shareholder Services, will maintain their current positions under Kramer’s leadership, with the objective of establishing EQ as the premier global shareholder services business.
Industry Comments
Paul Lynam, Group CEO, commented: “Dan is the right person at the right time for this pivotal role. His proven track record of managing large global financial services organizations and leading technology initiatives makes him uniquely suited to drive the next phase of our business’s evolution. I look forward to seeing his leadership take our global shareholder services to new heights.”
John Swainson, Chairman added: “Dan’s appointment marks a significant milestone for EQ. His extensive experience and innovative approach are exactly what we need to realize our vision of a unified, global shareholder services powerhouse. We are confident that Dan will deliver exceptional results for our clients and investors.”
Dan Kramer shared his enthusiasm: “I am pleased to join EQ at such an exciting time. I look forward to working closely with Jo, Thera, and the entire team to build on the outstanding foundation they have created. Together, we will unite as a global business, leveraging our world-class delivery platforms and market-leading products to create a powerhouse organization. This is the next step in our ongoing journey to deliver exceptional value for our clients and shareholders.”
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FAQs
1. What is Dan Kramer’s role at EQ, and what will he focus on?
Dan Kramer will lead EQ’s unified UK and US shareholder services divisions, focusing on aligning global delivery platforms, enhancing operational efficiency, and creating a seamless client experience. His strategic role aims to unify operations and drive shareholder value.
2. What expertise does Dan Kramer bring to EQ?
With over 30 years of experience, Dan Kramer has held senior roles at institutions like Morgan Stanley, Merrill Lynch, Deutsche Bank, JP Morgan, and BNY. His expertise spans financial services and technology, making him adept at leading in both established and innovative business environments.
3. Who will Kramer report to, and how will the organizational structure change?
Kramer will report to Group CEO Paul Lynam and join EQ’s Group Board and Executive Committee. Thera Prins (CEO UK Shareholder Services) and Jo Palmer (CEO US Shareholder Services) will continue in their roles under his leadership.
Conclusion
Dan Kramer’s appointment as the head of EQ’s UK and US shareholder services divisions marks a pivotal step in the company’s mission to become a leading global shareholder services provider. Leveraging his extensive experience in financial services and technology, Kramer is well-positioned to unify operations and align strategies across regions. With a focus on enhancing efficiency and delivering seamless solutions, his leadership aims to drive significant shareholder value. Backed by a seasoned team and a clear vision, EQ is poised to achieve new milestones in operational excellence and global market presence.
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