skip to Main Content

Sell-Side Diligence, Buy-Side Diligence, Financial Modeling, Budgeting & Forecasting, Costing

CPA, Active

Dan is a Manager at MGMT3D where he utilizes next-generation BI tools to support private equity and investment bank clients though the M&A transaction cycle. Since joining MGMT3D, Dan has been involved in 40+ buy-side & sell-side transactions and has worked in various operational FP&A roles for a number of privately held clients.

Prior to joining MGMT3D, Dan was an auditor at RSM, focusing on clients in the Retail and Manufacturing industries.

Dan holds a Bachelor’s degree in Finance & Accounting from St. John’s University and is an active Certified Public Accountant.

Search