Dan Goldberg

Dan Goldberg Email and Phone Number

President and Managing Director at Vital Care Partners @ Vital Care Partners
manhasset, new york, united states
Dan Goldberg's Location
New York City Metropolitan Area, United States
Dan Goldberg's Contact Details

Dan Goldberg personal email

n/a
About Dan Goldberg

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.

Dan Goldberg's Current Company Details
Vital Care Partners

Vital Care Partners

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President and Managing Director at Vital Care Partners
manhasset, new york, united states
Employees:
3
Dan Goldberg Work Experience Details
  • Vital Care Partners
    President And Managing Director
    Vital Care Partners Apr 2016 - Present
    Manhasset And Manhattan, New York, United States
    Dan 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.
  • Ikor Of North Shore Li
    Managing Director
    Ikor Of North Shore Li Apr 2016 - Apr 2019
    Manhasset, Ny 11030
    IKOR 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
  • Mayapplehill Capital
    Private Investor
    Mayapplehill Capital Jan 2015 - Apr 2016
  • Rbc Capital Markets / Global Arbitrage & Trading
    Director - Senior Credit Analyst
    Rbc Capital Markets / Global Arbitrage & Trading Apr 2008 - Jan 2015
    Specialize in credit analysis of high yield, stressed and distressed bonds.
  • Velo Capital Management, Llc
    Ceo, Founder
    Velo Capital Management, Llc Feb 2002 - Dec 2007
    Led 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.
  • Palisade Capital, Llc
    Managing Director - Portfolio Manager / Analyst
    Palisade Capital, Llc Oct 2005 - Dec 2006
    Led 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.
  • Dresdner Kleinwort Wasserstein
    Director Of Sales - Global Equity Derivatives
    Dresdner Kleinwort Wasserstein 2000 - 2002
  • Schroder & Co. (Acquired By Citigroup)
    Director
    Schroder & Co. (Acquired By Citigroup) 1998 - 2000
    Built a new client base for a startup firm which included developing a proven risk methodology for expansion.
  • Salomon Brothers (Acquired By Citigroup)
    Vice President - Convertible Sales
    Salomon Brothers (Acquired By Citigroup) 1994 - 1998
    Managed top equity, convertible and hedge fund accounts.
  • Ladenburg, Thalmann & Co., Inc.
    Associate Director Of Arbitrage - Event Driven Analyst
    Ladenburg, Thalmann & Co., Inc. 1988 - 1991
    Developed 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.
  • Goldman, Sachs & Co.
    Financial Analyst
    Goldman, Sachs & Co. 1985 - 1987
  • Goldman, Sachs & Co. / J. Aron
    Gold Trader
    Goldman, Sachs & Co. / J. Aron 1982 - 1985
    Managed 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

Hedge Funds Equities Portfolio Management Investments Trading Fixed Income Capital Markets Equity Research Finance Alternative Investments Equity Derivatives Credit Analysis Bonds Convertible Bonds Investment Banking Risk Management Mutual Funds Asset Management Capital Structure Patient Advocacy Seniors Elder Care Event Driven Relative Value Trading Private Equity Healthcare Home Care Special Needs Populations Alzheimer's Disease Community Outreach Customer Service Case Management Independent Living Team Building Hospice Fundamental Analysis Credit Derivatives Equity Research Analysis Equity Trading Investment Strategies Long Term Care Fixed Income Analysis Commodity Markets Distressed Debt High Yield Fund Of Funds Interest Rates Special Situations Investing Financial Risk

Dan Goldberg Education Details

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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