Experience

Toroso Investments

• United States
• Financial Services
• 1 - 100 Employee

• Chief Financial Officer

  • Mar 2012 - Present

  New York, NY



Avatar Associates

• Financial Services
• 1 - 100 Employee

• Chief Marketing Officer

  • Apr 2008 - Jul 2011

  Responsible for product develoment, marketing and sales functions.



Proctor Investment Managers LLC

• Investment Management
• 1 - 100 Employee

• Managing Director

  • Oct 2003 - Apr 2008

  I was Managing Director of Institutional Sales for Proctor Investment Managers, and focused on their affiliates – Avatar Associates, Conquest Capital Group, Explorer Alternative Management LLC and others.



Macquarie Group

• Australia
• Financial Services
• 700 & Above Employee

• Vice President

  • Oct 1995 - Oct 2003

  Dan led their successful entry into the college savings plan (529) market and generated $750+ million in AUM in combined sales through the development, launch and management of other offerings for advisor-sold markets and institutional, direct-sold markets. Dan served as Delaware's principal product and marketing manager for the firm's 401(k) and retirement products/services representing $16 billion in AUM through 150 investment-only plans, and thousands of full-service plans, and IRAs.



Conduent HR Services

• United States
• Information Technology & Services
• 700 & Above Employee

• Principal

  • Apr 1983 - Oct 1995

  I held a variety of positions at Buck Consultants, Inc. where I served as Principal and Benefit Consultant directing and leading consulting engagements with Fortune 500 and other major corporate clients, principally focused on the administration, design and communication of their Defined Contribution and Defined Benefit Plans



BMO U.S.

• United States
• Banking
• 700 & Above Employee

• Officer

  • Jun 1977 - Apr 1983

  I launched my career at Harris Trust and Savings Bank, leading the bank's record keeping business to the defined contribution plans.