Director of Operations
941-203-6829
Dan is a Sarasota native and is responsible for ensuring that J.L. Bainbridge’s team has the optimal systems and processes in place for serving clients. Dan is also a member of the Investment Committee. Prior to joining the JLB team, Dan was a member of the financial reporting group at a renewable energy company in Boca Raton. He worked previously at The Goldman Sachs Group, Inc., and Deloitte & Touche LLP. Dan earned a Bachelor of Science degree in business administration with a dual major in finance and accounting at the University of Central Florida. He went on to earn a Master of Science degree in accounting at the University of Notre Dame. Dan enjoys going to the beach, playing golf, and enjoying many of the excellent restaurants here in Sarasota.