Daniel runs BPM’s Nonprofit Group and is also a leader in the Financial Services Industry Group, providing clients with a unique combination of experience. He has worked extensively with fair value and alternative investments, OMB Circular A-133, significant endowments and UPMIFA, tax-exempt debt, planned giving, partnership accounting, program-related investments, New Markets Tax Credits, gifts-in-kind, and significant capital campaigns. Daniel is an organizer of BPM’s long-standing Nonprofit Education Series for Nonprofits and he is a regular presenter for industry groups and conferences. He has been a visiting lecturer at the University of San Francisco’s McLaren College of Business, presenter for the California Society of CPAs, and other industry associations. His experience in Nonprofit includes Arts and Culture, Environmental, Higher Education, Political and Advocacy Organizations, Private and Community Foundations, Private Schools, Religious Organizations, Social Enterprises, and Trade Associations. His financial service experience includes Broker-Dealers, FinTech, Hedge Funds, Impact Investing, Investment Banking, Marketplace Lending, and Venture Capital.
Daniel loves to travel and spent several months in Australia for BPM's exchange program. He also visited Cuba while studying abroad, where he received an address from President Fidel Castro.
Certified Public Accountant (CPA)