Partner, PwC US
Dan advises the firm’s largest global financial services clients on matters ranging from business strategy to governance, risk and regulation. He has led large global projects for major clients including insurers, banks and asset managers. Dan is often called upon by the boards of directors and management of major financial institutions to consult on critical issues.
Dan has recently focused on assisting PwC's largest global clients assessing the impact and managing the business and operational changes necessary to meet the new expectations that stem from their designation as systemically important financial institutions.
He began his career at PwC as an auditor focused on serving large global financial services clients. Dan rejoined PwC's Advisory Practice in 2006 after serving as CFO for a major investment bank and later he found and then sold his own trading technology firm.
Dan has an MBA in finance from Columbia University and he is a certified public accountant in the State of New York. A frequent guest on CNBC and Bloomberg TV, Dan is often quoted in media such as the Financial Times, the Wall Street Journal and Dow Jones.