Partnerships & Business Development

Dan Howard

Director, Strategic Partnerships — Financial Services

I build partner and referral channels that originate qualified volume for regulated financial services companies, from first outreach to signed, revenue-producing agreements.

Regulated Financial Services & Fintech · Director-Level, Direct-to-Principal · Full-Cycle Ownership, Sourcing Through Scale

What I Do

  • 1
    Build partner channels that didn't exist before Identify where regulated referral or decline-funnel volume is going unclaimed, then design and stand up the channel to capture it.
  • 2
    Get to signed agreements with the right counterparties Run outreach and negotiation directly with decision-makers at originators and platforms — no agencies, no intermediaries.
  • 3
    Operate the channel after it's live Own the ongoing relationship, compliance posture, and volume performance — not just the handshake.

Selected Engagements

Referral Channel — Decline-Funnel Partnerships

Opened and closed direct relationships with several top-tier national originators to route declined applicants into a compliant downstream program. Built the outreach motion, commercial terms, and operating cadence from scratch.

Internal Tooling — Compliance Automation

Designed and shipped an internal tool to automate partner marketing compliance review, replacing a paid third-party vendor. Adopted company-wide following internal pilot.

Channel Strategy — Affiliate & Performance Partnerships

Evaluated and prioritized new partner categories against volume potential, compliance exposure, and integration cost, then built the business case that took the highest-priority channel from concept to signed pilot.