Dan led a team of controllers responsible for over $185 billion in assets at Credit Suisse and previously managed the acquisition and development of five luxury home communities. He is passionate about solving problems and wants to help companies of all sizes implement their vision. His wide array of skills include financial reporting, project management, forecasting, valuations, and building models.
Engaged by Deutsche Bank to review 200+ capital market transactions (primarily CLOs and CLOs) as part of a divestiture of its client service business. Documented deal structure, current operating procedures, and contractual obligations to each SPE to ensure a smooth transition to a new service provider.
Created seven courses on derivatives for Smartly MBA and provided the final review for over a dozen courses covering stocks, bonds, valuation techniques, investment decision making, and capital budgeting.
Worked with Broadsword Investors, LLC on strategies to identify commercial real estate investment opportunities in the Southeast and Mid-Atlantic regions, yielding potential targets in six states.
Advised BB&T, Community One, and Life Store Bank on the completion/rehabilitation of foreclosed commercial and residential projects, leading to the recovery of over $3 million after the housing crisis.
Conducted survey of rental rates across seven county areas for Northwest Regional Housing Authority and implemented new cloud-based system to track 1,800+ Section 8 rental units.
Traditional approaches to valuing real estate can lean towards the qualitative side, relying more on intuition over sound rationale. Linear regression analysis, however, can offer a robust model for using past transactions in an area, to provide better guidance on property valuations.