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Dan was formerly Senior VP and Director of Equity Investments at Colonial Management Associates, Boston MA, where he was responsible for the design of models and systems to support the management of equity mutual funds. Previously, Dan was the Vice President and head of Portfolio Strategy for American National Bank & Trust Company in Chicago, Ill. Dan also served as an Assistant Professor of Finance at the Wharton School, University of Pennsylvania. Dan has a Ph.D. in Finance from MIT's Sloan school and has held Series 7 & 24 N.A.S.D. Licenses. | 