Daniel Margolis

Dan Margolis is a highly accomplished professional with a strong educational background and extensive experience in finance and investment banking.

He holds a Bachelor of Science (BS) degree in Physics from Washington University in St. Louis and also studied at Moravian Academy.

Dan has held several key positions in various organizations, showcasing his leadership and financial expertise.

He served as the Chief Financial Officer at ManageAmerica, a property management software company, and as the Interim Chief Financial Officer at DirectShifts.

Additionally, Dan Margolis has been actively involved on the board of multiple organizations, including BQE Software, Knowland, Millennium Systems International, and Procurement Partners.

His experience also includes roles as the Vice President, Senior Associate, and Associate at Serent Capital, highlighting his versatility and commitment to the finance industry.

Prior to these roles, he gained valuable experience as an Investment Banking Analyst and Investment Banking Summer Analyst at Morgan Stanley, further solidifying his expertise in financial services.

Dan Margolis is a well-rounded professional with a proven track record of success in finance, investment banking, and executive leadership.