Professional Background

Dan is a Certified Public Accountant and a Shareholder. Since 1998, Dan has provided accounting, tax and consulting services exclusively to financial institutions. He is responsible for designing and directing various audit and advisory engagements.

Areas of Experience and Expertise

• Financial Reporting - including opinion audits and directors’ examinations
• Internal Controls - including internal audits, FDICIA and SOX 404 engagements
• Risk Assessment – including operations analyses and management studies
• Merger and Acquisition - tax and accounting consultation

Certifications & Affiliations

• Certified Public Accountant, Colorado
• American Institute of Certified Public Accountants
• Colorado Society of Certified Public Accountants
• Community Banking Advisory Network, former member of Executive Committee

Education

Bachelor of Science in Accounting, University of Colorado at Boulder