Chief Financial Officer
As CFO, Dan is responsible for financial management, reporting, and analysis for the firm. Additionally, he oversees finance and facilitates management.
Before joining Millennium Trust, Dan held investment banking and private equity roles at William Blair, Goldman Sachs, and GTCR, where he collectively spent over a decade focused on M&A and capital markets transactions across the financial services and financial technology sectors.
Dan holds bachelor’s degrees in accounting and finance, as well as an MBA with a concentration in accounting and financial analysis, from the Kelley School of Business at Indiana University. He also previously held the FINRA Series 7, 63 and 73 securities licenses.