Dan serves as Director of Operations for Global Strategic and has six years of industry experience. He manages all details of client administration beginning with onboarding to ongoing client support including account maintenance, cash flow requests, reporting, private equity capital calls, trade execution, and custodial oversight. Dan also performs an integral role within the firm’s compliance department to monitor client and asset safety and to maintain the firm’s compliance filings with the SEC.
Prior to Global Strategic, Dan worked as a Private Equity Analyst at Northern Trust. In that position, he was accountable for auditing operational flows, fund-level reconciliation, and reporting of private equity interests. Prior to Northern Trust, Dan interned for two years at Hirtle Callaghan.
Arizona State University, BS in Finance and Business Entrepreneurship