iPipeline
Daniel Jones is an accomplished Principal Product Manager at iPipeline, where responsibilities include defining and executing the Now/Next/Later roadmap for platform-based wealth solutions and achieving a 100% renewal rate for a multi-million dollar enterprise license. With experience as the Head of Professional Services at IFS and a Business Solutions Architect, Daniel has a strong background in client-centric strategies and team leadership. Previously, Daniel served as Vice President of Sales Supervision at Advisor Group and Director of Field Supervision at Questar Capital Corporation, focusing on regulatory compliance and process optimization. Daniel's early career at Ameriprise Financial Services included roles as Sales Supervision Manager and Regional Sales Manager, where significant growth and efficiency improvements were achieved. An alumnus of the University of St. Thomas, Daniel brings over 15 years of expertise in product management, supervision, and strategic implementation.
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iPipeline
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iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industry. Through their SaaS solutions, they accelerate and simplify insurance sales, compliance, operations, and support.