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Dan is a member of the US Institutional Sales team focused on building relationships with RIAs, Private Banks, Family Offices and large Broker Dealer Consultants on the Mid Atlantic. Prior to joining the firm, Dan was a Vice President, Regional Sales Consultant at T. Rowe Price. Previously, Dan held positions at CoStart Group, World Bank Group, Calver Investment, John Hancock and Sun Life Financial. 

Education

  • Dartmouth College BA
  • Smith School of Business, University of Maryland, College Park MBA

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