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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 in 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 CoStar Group, World Bank Group, Calvert Investments, John Hancock and Sun Life Financial. 

Education

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

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