Dan is the Head of National Accounts and a Senior Regional Consultant for Algorithmic Investment Models (AIM). As Head of National Accounts, Dan builds and maintains relationships with broker-dealer, RIA, and TAMP business partners to understand the goals of their investment programs, engage and support their advisors, and identify solutions that can help provide positive investment experiences to their end investors.

As a Regional Consultant, he partners closely with AIM’s portfolio managers to provide consultative investment support to advisors. Drawing on his decades of experience working with advisors in the broker-dealer, RIA, and institutional channels, Dan seeks to help advisors add value to their clients and efficiency to their practice through investment management support. He assists with overall asset allocation and portfolio recommendations and helps advisors incorporate AIM’s AI-based strategies into client portfolios.

Prior to joining AIM, Dan founded Trident Distribution Partners, where he engaged with emerging money managers to increase distribution, primarily through platforms providing model delivery. Before founding Trident, Dan held various business development roles at Clark Capital, BNY Mellon, and Natixis Global Asset Management, where he focused primarily on servicing the RIA, broker-dealer, and institutional markets and gained extensive experience working with SMA, UMA, Mutual Fund, and Defined Contribution accounts.

Dan has over three decades of experience in the investment industry, delivering investment expertise through multiple distribution channels. This diverse experience has given Dan the knowledge and professional insight into addressing time, growth and capacity challenges many advisors face.

Dan graduated with a Bachelor of Science degree in Business Administration from Coastal Carolina University. He holds his Series 65 securities license and currently resides in Florida.