|
| Here is a partial listing of clients that Dan has personally worked with over the years: |
|
| Abernathy Financial Hedge Funds |
| Accessor Capital Management Mutual Funds |
| Advisors Investment Management Separate Accounts |
| AEGON Variable Annuities |
| AGF Oldest Mutual Fund Company in Canada |
| AIG Fee Based Platform |
| Allegis One Venture Capital |
| Alliance Capital Variable Annuities |
| Allianz Variable Annuities |
| American Skandia Variable Annuities |
| Bear Stearns Mutual Funds |
| Capstone Separate Accounts |
| Clark Capital Management Managed Accounts |
| DBSI 1031s and LPs |
| Dresdner RCM Global Mutual Funds |
| EquiBridge Private Equity |
| Equitable Distributors Variable Annuities |
| Evergreen Mutual Funds Mutual Funds |
| Funds Distributors Mutual Funds |
| Gemini Real Estate 1031s and LPs |
| Genworth Variable Annuities |
| GK Development Real Estate LPs |
| Hartman Management REITs |
| Hotchkis and Wiley Mutual Funds |
| IDEX Mutual Funds Mutual Funds |
| ING Mutual Funds Mutual Funds |
| Integrity Mutual Funds Mutual Funds |
| Lindner Capital Advisors Managed Accounts |
| Lockwood Managed Accounts |
| MassMutual Variable Annuities |
| Miller Howard Investments Separate Accounts |
| Munder Capital Management Mutual Funds |
| NorthTrack Funds Mutual Funds |
| Paladin Real Estate REITs |
| Pilgrim America Mutual Funds |
| Prudential Estate Planning Consultants |
| Rochdale Investments Separate Accounts |
| Seascape Capital Separate Accounts |
| Security Benefit Life Variable Annuities and Mutual Funds |
| Sun Life of Canada Variable Annuities |
| TD Ameritrade Fee Based/Custody Platform |
| Transamerica Variable Annuities and Mutual Funds |
| Triton Pacific Private Equity |
| TSG Real Estate 1031s and LPs |
| US Advisors 1031s |
| US Trust Mutual Funds |
| Van Kampen American Capital Mutual Funds |
| Walton International Real Estate LLCs |
|
