Dan joined Homrich Berg as a Client Care Coordinator in March 2016 working with the client service teams to assist with money movements, account paperwork, and meeting preparations. As of 2018, he is a Senior Client Care Coordinator on a client service team specializing in complex portfolios. He serves as the Initiatives and Process Improvement lead for the Client Care Coordinator team and is a member of several internal subject matter expert teams. Prior to joining HB, he was the Operations Management Specialist in the New Accounts department of Raymond James Financial, Inc. at its corporate headquarters in Saint Petersburg, Florida. He has nearly 15 years of financial services experience including call center management, quality management, direct account management and specialized client relations.
Dan is originally from the Detroit, Michigan area and enjoys spending time with family and friends, trying new restaurants, the arts and being outdoors. For over 20 years, he has been a sustaining member of National Public Radio. His philanthropic memberships also include The Atlanta Human Society, Atlanta Botanical Garden, and Open Hand Atlanta.