Dan is active in the execution of all of Palm Tree’s services and has significant M&A investing and operating experience.
Dan is experience as an entrepreneur, private equity investor and investment banker, empower him with an innate ability to identify and solve complex challenges.
He is also the founder and CEO of a high-quality background check service for corporations and families. Previously, he was an SVP at Macquarie investment bank and worked both as a banker and a principal investor. He started his career in investment banking at Houlihan Lokey and Jefferies. He received his B.A. in Philosophy from Pomona College where he studied abroad at University College in Oxford, England and East China Normal University in Shanghai, China. He also received his M.B.A. from the UCLA Anderson School of Management with a focus in finance. He is a resident of Southern California and plays enough instruments to be a one-man band (guitar, bass guitar, keyboard, trumpet and drums)!