Dan has been practicing and serving clients since 1975. The first four years of his career were spent with KPMG Peat Marwick, a Multi-National CPA firm, as a Senior Auditor and Computer Audit Specialist. There he was responsible for coordinating audits in the financial services and governmental industries. Dan has provided financial, tax and consulting services to clients of the firm since 1990 and is responsible for the management of RBTK’s accounting and auditing practice.
Dan has significant expertise in providing audit, accounting and consulting services, and is focused on accurately and efficiently meeting the financial and regulatory reporting requirements of our clients. Through his work with clients in the mortgage and finance industries Dan is recognized and valued by the entities that finance and regulate our mortgage companies. Many referrals of new business have come from these third party financial institutions.
Dan has provided services to clients in a full range of industries, that include:
- Mortgage Bankers
- ERISA Plans
- Government Agencies
- Real Estate
- Not-For-Profit Organizations
Education: Bachelor of Science in Accounting, San Diego State University - 1975
Certification: Certified Public Accountant by the California Board of Accountancy