There is no substitute for real world experience and Dan has plenty of it. He founded Geltrude & Company in 1995 and it has become a premier accounting and financial advisory firm, providing boutique services to a select client base. In addition, he has served on the board of directors and advisory boards for a number of banking institutions over a twenty year period. He successfully passed the series 7 exam (no longer active) and currently holds a license for life, health and disability insurance. At this point, Dan is primarily sought after to provide business consulting services for privately held companies and wealthy families.
Because of his educational background, work experience and superb communication skills, Dan is a natural teacher. He has taught at Penn State University and is currently an accounting professor at Montclair University. Dan holds a Bachelors in Accounting from Rider University, a Masters in Taxation from Fairleigh Dickinson University and a Masters in Human Resources and Employment Relations from Penn State University.