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Dana Willmer, MBA, CFP

PARTNER, TECHNOLOGY

Dana brings over 40 years of experience in research, analysis, and professional writing that is supported by a strong background in financial modelling. Dana has authored numerous assets, publications, and economic models enabling Cloud/SaaS business model transition. He serves as active consultant to both software publishers and their channel partners seeking to drive Cloud adoption and he has particular expertise in the Microsoft reseller space.

Dana completed a Master of Business Administration at Simon Fraser University, a Bachelor of Commerce degree at the University of Alberta, he is a Certified Financial Planner (CFP) and he has completed the Canadian Securities Course (CSC).

Background Snapshot

Partner Economics, Founder (2019 – present)
Cloudspeed, Principal (2014 – 2019)
1ClickFactory, Director, Global Benchmarking (2013 – 2014)
Salesworks Systems Inc., Senior Consultant (2005 – 2013)
CUETS, Vice President (1998 – 2005)
Coast Capital Savings, various leadership roles culminated in Director, Product & Channel Development (1993 – 1998)
Gilmore & Associates, Regional Associate (1988 – 1992)
Wood Gundy, Securities Broker (1986 – 1988)
Investors Group, Financial Planner (1982 – 1986)

Expertise

Dana’s deep expertise in the tech space, coupled with the experience he gained early in his career working as an analyst and securities broker gives him a unique perspective on mandates in the tech space. Dana also has years of experience in M&A transactions involving tech companies.

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