Overview
Dan with over a decade of investment and accounting experience serves as a CFO with CliftonLarsonAllen BizOps Outsourcing specializing mostly in Real Estate and Family Office clients. The best part of this role for Dan is working face to face with developers and seeing how they approach adding value to the marketplace, how they capitalized those deals, and seeing the market response to those strategies.
Dan specializes in the development, analysis, and interpretation of statistical and accounting information from real estate projects across all asset classes in order to appraise operating results in terms of profitability, performance against budget, and qualitative review. This includes communicating with JV investors on asset performance updates and debt holders with compliance documents and building relationships with them proactively. Through these functions there have been requirements to oversee 3rd parties and internal staff to help drive asset performance as well as keeping the best intrests of the sponser in mind at all times.
Dan earned his BS in Accounting from the University of Wisconsin River Falls and an MBA from Hamline University. In addition, he has served as leadership on multiple not-for-profit boards. Dan previously worked for CBRE, the world’s largest commercial real estate service firm, as well as Northern Trust, servicing equity and fixed income asset managers.
Education
Bachelor of Science, Accounting - University of Wisconsin River Falls
Master of Business Administration - Hamline University
In the community
Has sat or currently sits on multiple not for profit Board of Advisors