Daniel Hess

Daniel Hess Email and Phone Number

Director @ PINE Advisor Solutions
Camp Hill, PA, US
Daniel Hess's Location
Camp Hill, Pennsylvania, United States, United States
Daniel Hess's Contact Details

Daniel Hess personal email

n/a

Daniel Hess phone numbers

About Daniel Hess

Experienced, dedicated and driven accounting executive with a demonstrated history of accomplishment in the financial services industry. Skilled in Fund Accounting and Administration, Financial Reporting, Regulatory Reporting, Internal Controls, Auditing, Financial Analysis and Expense Management. Manages both internal and third party teams responsible for accounting and reporting for 19 investment fund programs with ~45 portfolios totaling ~$80 billion, each have always received clean opinions. Regularly interact with external auditors, lawyers, bankers, rating agencies and other vendors, as well as internal marketing, trading, compliance and operations teams. Work regularly with wide range of individuals from board members and executives to junior staff.Over a decade of experience as an SEC Mutual Fund officer and as a FINRA principal. Served as FinOp of our firms broker/dealer subsidiary until it was acquired by U.S. Bank and formerly also managed IA/BD compliance. Big 4 auditing experience. Significant leading role in multiple business acquisitions, fund mergers and reorganizations.Licensed CPA in Pennsylvania and FINRA 6, 26, 28, 51 and 63 licenses. Bachelor of Science in Accounting with MIS Minor from Penn State University.

Daniel Hess's Current Company Details
PINE Advisor Solutions

Pine Advisor Solutions

View
Director
Camp Hill, PA, US
Website:
pineadvisorsolutions.com
Employees:
63
Daniel Hess Work Experience Details
  • Pine Advisor Solutions
    Director
    Pine Advisor Solutions
    Camp Hill, Pa, Us
    View
  • U.S. Bancorp Asset Management
    Senior Vice President
    U.S. Bancorp Asset Management Dec 2021 - Present
    Minneapolis, Minnesota, Us
    U.S. Bank subsidiary U.S. Bancorp Asset Management acquired PFM Asset Management in December 2021. Employment with PFM Asset Management is through U.S. Bank from December 2021 forward.
    View
  • Pfm Multi-Manager Series Trust
    Treasurer
    Pfm Multi-Manager Series Trust Jan 2019 - Present
  • Pfm Funds
    Secretary And Treasurer
    Pfm Funds Jul 2007 - Dec 2021
    Service as Secretary and Treasurer to PFM Funds ended when it was merged into the First American Funds Government Obligations Fund on 12/20/21. I worked closely with management of the acquiring fund prior to and following the merger to ensure a smooth transition.
  • Pfm Asset Management Llc
    Managing Director - Fund Accounting & Reporting
    Pfm Asset Management Llc Jul 2001 - Dec 2021
  • Pwc
    Senior Associate
    Pwc Jul 1998 - Jul 2001
    Gb
    View

Daniel Hess Education Details

  • Penn State University
    Penn State University
    Accounting

Frequently Asked Questions about Daniel Hess

What company does Daniel Hess work for?

Daniel Hess works for Pine Advisor Solutions

What is Daniel Hess's role at the current company?

Daniel Hess's current role is Director.

What is Daniel Hess's email address?

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What is Daniel Hess's direct phone number?

Daniel Hess's direct phone number is +171723*****

What schools did Daniel Hess attend?

Daniel Hess attended Penn State University.

Who are Daniel Hess's colleagues?

Daniel Hess's colleagues are Mark Fairbanks, Jessica Fournier, Msl, Cscp, Samuel Griffin, Justin Long, Alexander Dimopoulos, Madeline Arment, Thomas Wallace.

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