Dan Feeser

Dan Feeser Email and Phone Number

Director of Investment Reporting @ WMS Partners
towson, maryland, united states
Dan Feeser's Location
Shrewsbury, Pennsylvania, United States, United States
Dan Feeser's Contact Details

Dan Feeser personal email

n/a
About Dan Feeser

Former Family Office Director focused on providing research, analysis, reporting and trade management for ultra-wealthy clients. Direct experience with both fund accounting and auditing.Specialties: Extensive Bloomberg & Excel knowledge, financial accounting, broker/client relations

Dan Feeser's Current Company Details
WMS Partners

Wms Partners

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Director of Investment Reporting
towson, maryland, united states
Website:
wms-partners.com
Employees:
66
Dan Feeser Work Experience Details
  • Wms Partners
    Director
    Wms Partners Mar 2020 - Present
    Towson, Maryland, United States
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  • Cohen & Company
    Director
    Cohen & Company Jan 2013 - Nov 2019
    Hunt Valley, Maryland
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  • Cohen & Company
    Financial Manager
    Cohen & Company Feb 2006 - Dec 2012
    Hunt Valley, Maryland
    Research, analyze, report and trade execution for ultra-wealthy clients. Review monthly, quarterly and annual client specific financial statements. Streamline workflow to find best efficiencies while maintaining effectiveness. Directly supervise a staff of two while providing department-wide guidance as necessary.
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  • T Rowe Price
    Supervisor
    T Rowe Price Jul 2003 - Feb 2006
    Baltimore, Maryland Area
    Research, process and review various mandatory and voluntary corporate actions. Meet multiple daily deadlines for deliverables. Oversee a staff of six on a daily basis, including review, development and evaluations for three. Co-develop, test and fine-tune an automated corporate action system with T. Rowe project management and technology personnel and the third party vendor.
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  • Pricewaterhousecoopers
    Senior Associate
    Pricewaterhousecoopers Nov 2000 - Jul 2003
    Performed audits, agreed-upon procedure and operational reviews of various companies, specializing in investment management, such as T. Rowe Price, Deutsche Bank Alex Brown, Rydex and Longleaf Partners. Lead audits of various companies, specializing in investment management. Prepare engagement budgets and monitor profitability. Coordinate appropriate staff and timing with client management. Oversee work performed by one to ten staff members per engagement. Act as a liaison between client and PricewaterhouseCoopers management. Complete performance appraisals for staff.
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  • Pfpc
    Senior Accountant
    Pfpc Jun 1998 - Oct 2000
    Calculated yields and dividend distributions of money market and bond funds. Reviewed accountants’ daily work. Produced annual reports for investors. Interacted frequently with client, custody and transfer agent. Provided knowledge and guidance of policies and procedures pertaining to all funds in the group.
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Dan Feeser Skills

Financial Accounting Auditing Investments Financial Reporting Equities Alternative Investments Private Equity Excel Bloomberg Accounting Microsoft Excel

Dan Feeser Education Details

Frequently Asked Questions about Dan Feeser

What company does Dan Feeser work for?

Dan Feeser works for Wms Partners

What is Dan Feeser's role at the current company?

Dan Feeser's current role is Director of Investment Reporting.

What is Dan Feeser's email address?

Dan Feeser's email address is da****@****pas.com

What is Dan Feeser's direct phone number?

Dan Feeser's direct phone number is +144383*****

What schools did Dan Feeser attend?

Dan Feeser attended Mount St. Mary's University.

What skills is Dan Feeser known for?

Dan Feeser has skills like Financial Accounting, Auditing, Investments, Financial Reporting, Equities, Alternative Investments, Private Equity, Excel, Bloomberg, Accounting, Microsoft Excel.

Who are Dan Feeser's colleagues?

Dan Feeser's colleagues are Hannah Neitzke, Cpa, Davi Ralado Gremista, Wendi Miller, Tyler Roberts, Kelly Nowottnick, Cari Elliott, Katie Carlson Zook, Cfp®.

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