CFO | Advisor | Investment Banking | Capital Markets | Business Development | Energy, Digital & University Infrastructure | Real Assets | Innovation Ecosystems
As an independent advisor to start-up to multi-national organizations in capital-intensive industries, Dan focuses on delivering critical infrastructure, product-market-fit, go-to-market strategy, business development and financial structuring infrastructure delivery.
As Chief Financial Officer for the University of California, Berkeley, he led a 160-person finance organization through a transition in the chancellorship, while managing a $10.7 billion balance sheet with a $4 billion annual campus budget.
Prior to this role, was an infrastructure advisory partner at a Big-4 consultancy, where he also founded and led the firm’s higher education advisory practice. He has served as the inaugural CFO for UC Merced, where he conceived and delivered the 2020 Project – a project that remains the largest social infrastructure public-private partnership ever in the United States.
As an investment banker, Daniel led go-to-market for a broad set of public infrastructure clients, including structuring and underwriting inaugural debt financings, developing innovative credit structures, managing rating agency relationships for the financing and refinancing totaling more than $100 billion.
He has served on several boards, and currently serves as a member of the Board for Castilleja School in Palo Alto, California.
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