Dan serves as Director of Operations for Global Strategic and has seven
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.
Education:
Arizona State University, BS in Finance and Business Entrepreneurship