Dan Goldberg Email & Phone Number

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.

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

Specialize in credit analysis of high yield, stressed and distressed bonds.

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.

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.

Built a new client base for a startup firm which included developing a proven risk methodology for expansion.

Managed top equity, convertible and hedge fund accounts.

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.

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.

M.B.A., Finance

B.S. Economics, Finance, Management

Activities and Societies: Zeta Beta Tau