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Daniel Stephens

Senior Partner, Washington DC
Advises senior leaders across the public and private sectors, including financial services, technology, education, and housing, helping organizations to deliver better service and achieve stronger operational performance

About Dan

Dan leads McKinsey’s work in financial services in the Mid-Atlantic region including our US public sector, and our work in climate risk and sustainability in financial services. In these roles, he seeks to enhance our capacity to help leaders achieve performance improvement while navigating the complex customer and risk-management environment.

Previously, Dan cofounded our work in customer experience and design in financial services, which serves clients on improving their customer delivery and using those improvements to drive enhanced financial results. Dan has especially deep expertise in B2B customer experience.

Since joining McKinsey in 2007, Dan has worked across numerous industries and sectors, developing expertise in how organizations can improve results through strategic, operational, digital, and organizational improvements. He has particularly deep experience in housing finance, financial services more broadly, technology and digital transformations, and customer-experience topics.

Beyond his work at McKinsey, Dan is a founding board member of Foster America, a national not-for-profit that serves at-risk youth and child-welfare agencies.

Published Work

Cutting through the noise in retail banking customer experience,” McKinsey & Company, May 2019

Reimagining the bank branch for the digital era,” McKinsey & Company, December 2017 

What it really takes to capture the value of APIs,” McKinsey & Company, September 2017 

Education

Harvard Law School
JD

Princeton University
BA, history; certificate in American studies