Dan Werner

Mr. Dan Werner is a Senior Bank & Finance Analyst at Zacks Investment Research, Inc. He is a seasoned equity analyst having covered financial institutions for both buy-side and sell-side firms.
He has a consistent and long track record of making calls resulting in excess returns for investors.
Mr. Werner was a Senior Equity Analyst for Morningstar where he provided equity research coverage of U.S., Canadian, and European banks plus credit card companies for its institutional client base subscribing to research coverage.
During his time at Morningstar, he was frequently published on various industry topics and has appeared on CNBC, Business News Network (Canada), and quoted in various publications.
Before joining Morningstar, he was an Analyst for The Banc Funds Company, LLC, a private equity firm that invested almost exclusively in micro and small-cap U.S.
depository institutions, where he covered companies located in the northeastern United States.
Previously, he was a Senior Examiner for the Federal Reserve Bank of Chicago in the Supervision & Regulation Applications division.
He holds a Bachelor's degree in Economics from Northwestern University and an MBA with a concentration in Finance from The University of Chicago Booth School of Business.