Adjunct Professor, Shareholder Activism

Dan counsels directors and executives on communicating shareholder activism defense, M&A, SPACs, ESG strategy, restructurings, and executive transitions.

​​Involved Consulting is a boutique advisory firm focused on value creation in situations dealing with shareholder activism.We work closely with our clients to bring process, resource and focus that accelerates time to value, optimizes returns and reduces risk.

Evaluates the financial and strategic implications of proxy contests, contested mergers, and other economic-focused shareholder election proposals for institutional clients.

Financial Services: ValuationNavigant Consulting is a specialized, global expert services firm dedicated to assisting clients in creating value in the face of critical business risks and opportunities.• Led project management team of 80+ employees for Consent Order Review of mortgage portfolio• Developed capacity and staffing models for employee onboarding and deliverable schedules• Performed model validation and data integrity verification for $14 billion dollar… Show more Financial Services: ValuationNavigant Consulting is a specialized, global expert services firm dedicated to assisting clients in creating value in the face of critical business risks and opportunities.• Led project management team of 80+ employees for Consent Order Review of mortgage portfolio• Developed capacity and staffing models for employee onboarding and deliverable schedules• Performed model validation and data integrity verification for $14 billion dollar mortgage backed securities portfolio• Assisted top global insurance company with quarterly & annual accounting• Audited loan origination process and developed compliance standards for regional bank• Wrote two proposals that won the largest clients in history of valuation practice• Selected for firm wide leadership/networking group Show less

ISS is a leading provider of risk management and corporate governance products and services to participants in global financial markets.• Evaluated executive compensation practices for S&P 500 Companies and published research for institutional clients• Evaluated the financial and strategic implications of ISS Policy on corporate governance, M&A, and other economic-focused shareholder election proposals for institutional clients

Oppenheimer & Company, Trader, New York, New York Oppenheimer & Co. is a leading investment bank and full service investment firm• Perform all listed retail trades and allocations for the firm• Build closed end fund trading strategies• Trade proprietary account of $1,000,000 profitably every month for 9 month time period• Update Oppenheimer website for closed end fund portfolio recommendations• Organize and execute institutional orders in Auction Rate Securities… Show more Oppenheimer & Company, Trader, New York, New York Oppenheimer & Co. is a leading investment bank and full service investment firm• Perform all listed retail trades and allocations for the firm• Build closed end fund trading strategies• Trade proprietary account of $1,000,000 profitably every month for 9 month time period• Update Oppenheimer website for closed end fund portfolio recommendations• Organize and execute institutional orders in Auction Rate Securities and Commercial Paper• Proficient in Bloomberg, Reuters, Sungard trading platforms and Bond Desk trading platforms• Series 7, 63, and 55 licensed Show less

Comtex Financial News Network is a wholesaler of electronic real-time news content provided for financial market distribution. • Managed existing National Accounts - H&R Block, Edgar Online, and Capstone Realty• Presented market data services to Goldman Sachs, Merrill Lynch, UBS, Deutsche Bank, and Bear Stearns • Led a marketing initiative to provide an enterprise financial news solution to Cingular Wireless• Youngest Account Executive in the firm