Dan holds a Bachelor of Arts Degree from DePauw University. He began his business career overseeing assets for Proctor and Gamble and Mobil Oil Corporation. In 1989 he began managing portfolios for individuals and corporate clients. In September of 2010, Dan joined RBC Wealth Management as a Senior Vice President following many years as a Senior Vice President at Smith Barney Citigroup. He received recognition in 2011 at RBC Wealth Management becoming a member of the firm’s Director’s Council. In addition, he holds several industry designations (Series 7, 63, 65, 66 and Life and Health Insurance Licenses).
Personal
Dan and his wife, Sydney and their three children live in Paradise Valley, Arizona. He is a very active community leader serving as a member of The Phoenix Thunderbirds. Dan was also a founding board member of Desert Voices Oral Learning Center and is a past board member of the Safari Club International, Arizona Golf Association and Paradise Valley Country Club.
Dan and his family are also active members of their church, Paradise Valley United Methodist Church. In his free time he enjoys time with his family playing golf, hiking, traveling and photography.
