Founding VP @ Rocket Dollar, Advisory Parter @ BV Capital (Commercial Real Estate + Income Fund). Startup Advisor (FinTech, Real Estate), Angel Investor, Real Estate Investor. Evangelist of Self-Directed Retirement Accounts & Self-Storage. Current Focus: Raise Capital from Accredited Investors and High-Income Individuals. Eternal Focus: Introduce Self-Directed Retirement Accounts [Solo 401(k), SDIRA] to Individuals ("No Taxes") and Entities/Persons [Real Estate Syndicates, API Partners, Private Funds, Entrepreneurs] raising money ("More Money Faster"). Business Mantra: Exponentially increase awareness, strengthen funnel, lower CAC. Rinse & Repeat! Professional Background: Stood up and led BD/Sales, GTM/Strategic Marketing, and Account Management/Client Retention at 4 SaaS/PaaS companies HQ'd in Austin (Rocket Dollar, SpareFoot, Alchemy Systems, BancVue/ Kasasa) -- latter three acquired by Private Equity (9 figure deals). Prior experience leading Commercial initiatives for GE Capital and Equity Derivatives/SWAPS for Merrill Lynch. Wharton/Thunderbird graduate, PMP. Bilingual, multicultural. Series 7/66. HOBY Corporate Board Pres. NOTE: Dan's Office Hours are IN-PERSON only. If you have booked with Dan and would like a virtual meeting, you must provide at least 24 hours notice from your booked time slot.