As Chief Operating Officer, Dan oversees all daily activity of the firm ensuring client cases are handled in the most efficient manner and expectations are met on customer deliverables. Dan has held a number of leadership roles in both operations and finance over his career in addition to starting and operating a number of successful small businesses. Dan brings a real passion for unlocking value for clients and celebrating in their success. In his free time, Dan enjoys spending time with his wife and three sons and participating in their athletic activities.