Dan is an astute, technologically savvy and entrepreneurial-minded, visionary leader with the proven success of providing strategic direction, leadership, and organizational change to grow, and improve the profitability, performance, and value of companies. An experienced senior executive with advanced expertise and diligent attention to detail in board leadership and development, governance and compliance, project management, information systems management, financial planning & control, and staff development. A focused leader with a record of leading, motivating, and inspiring large & diverse teams of professionals to collaborate and operate as a cohesive unit to achieve the timely completion of strategic projects and initiatives with demanding deadlines. Passionate in building networks and relationships with many constituents to improve organizational environments, user experiences, and broadening the visibility and reputation of the organization.
His doctoral work was in applied management and decision sciences with an emphasis on leadership and organizational change. He has an MBA in Finance, Risk Management, and Insurance, an MBA in Knowledge and Learning Management (IT), and a Bachelors of Science in Business Management.
He is a USN/MC Military Veteran who also holds the designations of Master Project Manager (MPM), Master Financial Planner (MFP), Master Compliance Professional (MCP), Master Management Consultant (MMC), Chartered Risk Analyst (CRA), Certified International Project Manager (CIPM), Certified Strategic Business Analyst (CSBA), Certified Compliance Officer (CCO), Certified Compliance & Ethics Professional (CCEP), Chartered Financial Manager (ChFM), and Chartered Business Analyst (ChBA), Fellow in the Council on Ethical Billing (FCEB), Fellow in the Global Academy of Finance and Management (FGAFM), Fellow Claims and Litigation Management (FCLM), Fellow Chartered Institute of Leadership and Governance (FCILG), and Member American College of Corporate Directors.