Dan Broten
Head of EQ Bank
Toronto, Ontario
Overview
Work Experience
SVP & Head of EQ Bank
2025 - Current
Chief Technology Officer
2021 - 2025
Vice President Of Technology
2019 - 2021
Accountable for Equitable Bank's technology - all Application portfolios (incl. EQ Bank), through to IT Infrastructure & Operations. I challenge the status quo in banking - from being the first Canadian Core Bank in the public cloud (front to back) to transforming our businesses to be truly Digital.
Senior Director of Technology Delivery
2017 - 2019
Digital Banking Technology Lead
2014 - 2017
• Led the Mobile & Web delivery to launch a new Digital Bank (EQ Bank), including: ideation and MVP strategy, user experience & research, functional requirements, architecture and system integration, development, launch support, and ongoing release management
Co-Founder, Technical and Product Lead
2013 - 2014
Hurrier (now Foodora) was an on-demand delivery service that made local products more accessible. Hurrier provided a seamless experience for customers, merchants and couriers through an integrated e-commerce platform. I was hands-on-keyboard to drive, design, code, and support the Rails based platform. • Defined company direction, vision, growth strategy and product roadmap to position the company to successfully receive early stage accelerator investment (Mar/14). • Designed and developed the Technology and Product, driving +100% growth and +21% increase in quality (timing commitments) over 4 months. • Applied lean methodologies to rapidly test assumptions and enhance technology and operations.
Consultant
2013 - 2013
Advised, defined and oversaw governance and execution of transformational changes (People, Process, and Technology) across Wire Payments.
Horizontal Integration Lead - US Acquisition & Integration
2011 - 2013
Created and oversaw a Program team to manage the system migration which merged two US Banks with over $120B in assets and 700 branches • Designed, staffed and led a team of 45 resources to manage Releases, Environments, Data Migration, integrated Conversion Testing and large-scale Implementation events for a ~$800MM integration • Established and governed execution of an integrated Conversion Playbook across 61 Business, Technology & Operations teams for the Conversion Event • Led the 3 month integrated Conversion Testing phase by defining the Test Strategy, introducing standardized tools and processes, and providing daily Governance and oversight across 50 projects • Proactively managed program issues and risks directly with C level executives • Delivered Conversion Strategy and Conversion Kick-off communications to bank-wide audiences
Head of Account Management, Technology - Equities, Asia and Common Capital Markets Systems
2009 - 2011
Primary relationship manager who oversaw technology service delivery for a Capital Markets portfolio, including scoping and initiation, project management, governance, vendor & contract management, and controlling of budgets. • Managed 22 Project Managers and Consultants to initiate and deliver over $40MM of annual technology projects in partnership with software integration and development teams • Technology delivery highlights included an Equity Order Management System, SalesForce.com CRM, AML/KYC Platform, Mid Office P&L Attribution, Back Office Straight Through Processing • As acting Program Manager, resolved critical issues and stabilized delivery of two large programs, including an international Core Banking implementation based out of China • Directly supported the Capital Markets CIO to centrally manage the Capital Markets fiscal technology budget and Executive portfolio reviews of top Technology delivery issues and risks
Sr. Business Consultant, Technology - Enterprise Risk & Portfolio Management
2008 - 2009
• As the Program Manager, successfully structured and delivered a Trading Products Risk program consisting of 27 business and technology initiatives to meet aggressive regulatory and board commitments • Managed the creation of an IT Strategy and 3 year Technology Roadmap across multiple Risk and Technology groups which successfully received board funding • Restructured two at risk programs from problematic to steady state
BMO is a prominent bank in North America, is to Grow the Good in both business and life Boldly.
Consultant
2006 - 2008
• Facilitated workshops with clients to define and streamline business requirements for a system that distributes over $2.4 billion to 600k clients every year • Led collaborative design sessions to align the proposed technical design with the client’s business needs for an $18MM IT transformation project • Designed a technical solution for two loan products which serve 100k clients with over $100M per year
Deloitte Tax is an advisory firm that provides tax preparation and advisory services.