Daniel Rickard (Dan Rickard)

Projects. A cross-section of work where strategy, advice, and delivery come together in real operating environments.

Core Platforms

Advice-tech strategy, workflow design, and implementation support for growth-stage advisory teams.

Advisory context that keeps investment strategy tied to client outcomes and practical constraints.

Public track record with role history, implementation outcomes, and delivery context.

Advice Operating Systems

Design workflows with clear ownership, less rework, and better client throughput.

Data and Integration Layers

Connect CRM, document, and reporting layers so teams work from one reliable source of truth.

Execution Governance

Set sequencing and decision points so strategy turns into shipped work, not slide decks.

Portfolio governance, investment strategy, and long-horizon planning for complex client contexts.

CTO-level operating model design, system architecture, and automation strategy for advice businesses.

Writing on investment governance, advice operations, and technology execution patterns.

A private contribution view generated server-side from the last 12 months of GitHub activity.

If you have a workflow or technology bottleneck, send what you have. I will tell you what I would do next.

For background, positioning, and the canonical profile page, see Daniel Rickard (Dan Rickard).