As a Director in Third Sector’s San Francisco office, Dan delivers feasibility assessments, technical assistance, and deal construction support to government, nonprofit, and philanthropic clients. Dan previously worked in London at the management consultancy A.T. Kearney Ltd. where he advised multinational and European clients on a range of strategic, regulatory and operational issues. Dan’s client work incorporated project design, management and implementation components as part of A.T. Kearney’s focus on end-to-end client problem solving. Prior to A.T. Kearney, Dan was an investment banker at Lazard in New York within their Corporate Finance Advisory Group. Dan’s work at Lazard saw him advising multinational clients on their capitalization and acquisition financing strategies. During the height of the 2008 Financial Crisis, Dan was tasked with structuring and modeling the multi-billion dollar private investment securities that were employed to recapitalize such financial institutions as Morgan Stanley and Citigroup. This work saw Dan constructing legal term sheets and participating in negotiating sessions with senior banking officials. Dan graduated magna cum laude from Vanderbilt University with a B.A. in Economics and History, and holds an MBA from the Yale School of Management with a primary focus on Strategy and Social Enterprise.
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