Prior to joining Crestbridge, Dan spent 12 years working at two global banks offering wealth management services in various administrative roles to international UHNWIs and families.
Dan currently administers a portfolio holding a variety of real estate holdings, investment portfolios and other asset classes located in a number of jurisdictions, including Switzerland, Cayman and the US.
Dan holds the ICSA Diploma and has also completed the CISI Islamic Finance Qualification.
- Named on the ePrivateclient Channel Islands "Top 35 under 35" list 2022, 2021 and 2019
- Shortlisted in the Citywealth Future Leaders Awards 2020 in the "Trustee of the Year - Assistant Manager" category