Bio

Dan brings over 25 years of experience in Corporate Finance, Mergers and Acquisitions, Accounting, Financial Analysis, and Business Strategy. Dan plans, manages and oversees client business transactions including divestitures, management buyouts, balance sheet restructurings, shareholder transactions, and client acquisitions. He has served in senior roles with Fortune 500 Companies and began his career as an accountant at Westinghouse Electric Corporation and was previously with Mellon Financial Corporation, UPMC and Deloitte and Touche. He is a Certified Public Accountant (inactive) in Pennsylvania, and a General Securities Representative licensed (7 and 63) by FINRA. Dan is a board member of The Foundation for IUP and is also a past board member and Treasurer of the Association for Corporate Growth, Pittsburgh Chapter. He has a BS in Finance from Indiana University of Pennsylvania and a Masters of Business Administration from the University of Pittsburgh. Dan is a Registered Representative of and Securities Products are offered through BA Securities, LLC Member FINRA, SIPC.