Dan is a member of the Provider Solutions Group, working with clients on fee benchmarking studies, vendor searches and other related plan sponsor projects. He has over thirty years of experience with employee benefit plans, specializing in Defined Benefit and Defined Contribution Plans serving the Corporate, Non-Profit and Taft Hartley marketplace.
Prior to joining PEI in 2017, Dan worked for TD Ameritrade/Epic Advisors, TD Bank and BNY Mellon as a Senior Relationship Manager/Retirement Plan Advisor. Dan’s goal is to help plan sponsors to identify and reach goals set for their retirement plans.
Dan holds a BS in Accounting and Investments from Brooklyn College and is a CRSP (Certified Retirement Services Professional). He also volunteers as a Trustee for the Haitkvah International Academy Charter School and The Daniel Pearl Education Center.