ABOUT US

Dan started his career in the audit practice at PricewaterhouseCoopers, earning his CPA license and building a deep understanding of company financial statements.

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He spent the next 15+ years of his career at Citigroup where he began with a focus on managing liquidity and market risk.  Joining the front office of the Bank’s treasury, he traded US treasuries, agency debt, money markets, derivatives, and currencies.  Dan pushed the business forward through implementing and automating processes while consistently adding to the Bank’s P&L through creating and applying trading models and strategies.

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Most recently, Dan has developed valuation skills in private markets, conducting due diligence on M&A transactions and real estate syndications.

 

Dan graduated from the University of North Carolina at Chapel Hill with a BS in Business Administration and Finance as well as an MS in Accounting.

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Dan lives in Chatham, NJ with his wife and two kids.  In his free time, Dan enjoys spending time with family and friends, plus staying active by working out and playing golf.