Dan Goldberg Email and Phone Number
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Accomplished executive and manager with a strong interest in helping seniors and those with special needs achieve the best care and quality of life through the detailed analysis of the medical, environmental, psycho-social and financial areas of their lives.After 30+ years on Wall Street, I decided to change careers and try to really make a difference in people's lives and do well by doing good. My background includes many years as a finance professional; investing, analyzing and providing investment advice to individuals, corporations, banks and funds. This background, my long interest and personal experience in healthcare and our nurses' medical expertise gives us a solid foundation to help our VCP clients.As a managing director of Vital Care Partners, we provide coordinated care solutions to seniors and the disabled. We advocate on behalf of individuals in need to give them a voice by preserving their wishes and helping them achieve the best quality of life considering their medical and financial status. Our holistic approach to advocacy enables us to assess every aspect of the individual's life and arrange for all levels of support through multiple services and providers. We create a unique plan of care and orchestrate all aspects. We do this while serving as a valuable independent resource and keeping you informed every step of the way.
Vital Care Partners
View- Website:
- vitalcarepartners.com
- Employees:
- 3
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President And Managing DirectorVital Care Partners Apr 2016 - PresentManhasset And Manhattan, New York, United StatesDan Goldberg is President & Founder of Vital Care Partners (formerly IKOR). Mr. Goldberg has 30 years of experience as a problem-solving finance professional with a background in investing, analyzing and providing advice to institutions and individuals. His passion for healthcare stems from his personal journeys through the healthcare maze helping his own family members. Dan's desire to help others originated from his mother, who is a retired social worker, as well as the experience his son had shadowing an autistic child at camp five years ago. Dan believes that through a team approach they are able to achieve the best outcome and quality of life for their clients.Dan goes beyond traditional care management by advocating for his clients in every aspect of their lives. -
Managing DirectorIkor Of North Shore Li Apr 2016 - Apr 2019Manhasset, Ny 11030IKOR is the first fully staffed Patient Advocacy firm created to address the growing needs of the elderly and those with special needs on a national level. IKOR is a successful blend of 21st century technology with core RN nurse assessment skills to assure the best outcome for each client. We manage and coordinate services that enable our clients to remain as independent and in control of their day-to-day lives as possible with compassion, wisdom and integrity.IKOR provides holistic Advocacy and Life Care Management services for seniors, children with special needs and those challenged by disability or illness. IKOR's professional team of Registered Nurses and Personal Needs Coordinators give our clients a voice and advocate for their health, wellness and lifestyle goals.IKOR provides services in many areas including:• Medical/Healthcare Advocacy or Medical Management/Assessment• Comprehensive Life Management Assessments• Aging In Place or Environmental Assessments• Physical Disability Specialist• Mental and Intellectual Challenges, Mental Health and Brain Injury Specialist• Catastrophic Special Needs Care Management• Pediatric Special Needs Plan of Care• Chronic Illness• Negotiating/Facilitating Admissions with Retirement Communities, Nursing Homes, Group Homes• Perform PRI's (Patient Review Instruments) for NYS Nursing Home Admittance• Behavior Analytic Services• Drug/Alcohol Addiction• Crisis Management (Abuse/Neglect/Undue Influence)• Innovative Treatment/Plan of Care Creation• Medical Case Management• Personal Health Records Management• Financial Advocacy• Medicaid? - It may be a possibility• Routine Bill Pay/Bank Reconciliation• Equipment Purchasing Support (e.g., Disposables, Wheelchairs, Handicap-Accessible Vans)• Agent for Power of Attorney, or POA (ad litem)• Guardian of the Person and/or the Estate• Trustee Work• Professional Healthcare Proxy
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Private InvestorMayapplehill Capital Jan 2015 - Apr 2016
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Director - Senior Credit AnalystRbc Capital Markets / Global Arbitrage & Trading Apr 2008 - Jan 2015Specialize in credit analysis of high yield, stressed and distressed bonds. -
Ceo, FounderVelo Capital Management, Llc Feb 2002 - Dec 2007Led all portfolio management, credit analysis, risk management and operations for the multi-strategy credit-focused Velo Onshore TDF Fund. Managed position and portfolio risks. Hired and mentored ex-Moody analyst.
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Managing Director - Portfolio Manager / AnalystPalisade Capital, Llc Oct 2005 - Dec 2006Led the merging of Velo’s operations and co-management of a separate long only convertible fund. Recruited, trained and mentored an Equity Analyst. Co-Managed a $400M long convertible fund of a $2.8B diversified money manager.
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Director Of Sales - Global Equity DerivativesDresdner Kleinwort Wasserstein 2000 - 2002 -
DirectorSchroder & Co. (Acquired By Citigroup) 1998 - 2000Built a new client base for a startup firm which included developing a proven risk methodology for expansion. -
Vice President - Convertible SalesSalomon Brothers (Acquired By Citigroup) 1994 - 1998Managed top equity, convertible and hedge fund accounts.
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Associate Director Of Arbitrage - Event Driven AnalystLadenburg, Thalmann & Co., Inc. 1988 - 1991Developed and delivered trading strategies for an event-driven hedge fund with a focus on risk arbitrage. Conducted fundamental analysis, LBO modeling, discounted cash flow and breakup analysis. -
Financial AnalystGoldman, Sachs & Co. 1985 - 1987 -
Gold TraderGoldman, Sachs & Co. / J. Aron 1982 - 1985Managed spot-futures arbitrage and hedge firms gold position in the Eurodollar futures market. Directed the hedging of bullion and coin exposures. Increased trading to become largest dealer of Canadian Maple Leaf gold coins.
Dan Goldberg Skills
Dan Goldberg Education Details
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Finance -
Finance, Management
Frequently Asked Questions about Dan Goldberg
What company does Dan Goldberg work for?
Dan Goldberg works for Vital Care Partners
What is Dan Goldberg's role at the current company?
Dan Goldberg's current role is President and Managing Director at Vital Care Partners.
What is Dan Goldberg's email address?
Dan Goldberg's email address is dg****@****tal.com
What schools did Dan Goldberg attend?
Dan Goldberg attended Nyu Stern School Of Business, The Wharton School.
What are some of Dan Goldberg's interests?
Dan Goldberg has interest in Social Services, Children, Economic Empowerment, Education, Science And Technology, Disaster And Humanitarian Relief, Animal Welfare, Arts And Culture, Health.
What skills is Dan Goldberg known for?
Dan Goldberg has skills like Hedge Funds, Equities, Portfolio Management, Investments, Trading, Fixed Income, Capital Markets, Equity Research, Finance, Alternative Investments, Equity Derivatives, Credit Analysis.
Who are Dan Goldberg's colleagues?
Dan Goldberg's colleagues are Roseann Simeone, Rma.
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Dan Goldberg
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Dan Goldberg
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