As Chief Strategy Officer for Nations, Dan brings over three decades of financial services experience, where he has served in several leadership roles as both a corporate executive and as an independent advisor. Dan has also spent six years as a management consultant and executive coach for c-suite executives of publicly traded companies as well as small business owners.

One of Dan’s biggest strengths is his ability to help people and organizations identify and overcome the obstacles that are preventing them from achieving the successes they want or need.  And he is eager to work with Nations advisors looking to take their business to the next level.

Dan is a graduate of the University of South Carolina with a BA in Economics and a Cognate in Business Financial Management.  He holds FINRA Series 7, 24, and 63 licenses.