Overview
As a Director, Corporate Development, Dan brings over 30 years of experience in wealth management, focusing on profitability and team leadership in competitive markets. His specialties include aligning strategy, culture, and client-focused innovation. Dan is responsible for leading mergers and acquisitions to expand Aprio’s Wealth Management Registered Investment Advisory (RIA) division nationwide. He is committed to ethical leadership and strategic clarity to enhance organizational growth.
Check the background of this investment professional on SEC Advisor Check.