Summit Group
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Dan has worked in finance since 2008 having previously worked for a large bank owned trust company where he specialised in share schemes and employee benefit trusts and assisted in facilitating the initial public offering of a well-known high street discount store. He joined Aquitaine in February 2017, looking to increase his exposure to private clients.
Dan is a member of STEP and ICSA having completed the diploma in international trust management and chartered governance qualifying programme respectively.
Dan is a married father of three and loves to spend time with his family whenever he can. He frequents the gym and his interests include football, fishing, golf, cycling and motorsport.