Dan is a VP Counseling at Graypoint LLC. Dan joined BLA in 2016 after being employed by The Ayco Company, a Goldman Sachs Company. During his tenure at Ayco, he held the positions of Regional Tax Director, Senior Financial Planner, Financial Planner, and Tax Reviewer. His previous experience includes Associate at Rutnik, Matt and Corr P.C., Regional Controller at the The Wellbridge Company, Associate at Cusack & Company, CPA's, and Staff Accountant at Staff Maikels & Ciampino, CPA's. Dan earned a Bachelor of Science from Russell Sage College in 1991 and is Certified Public Accountant.