Dan is VP of Professional Services of Trellance, the premier loan portfolio analytic service provider for credit unions and has been serving credit unions exclusively since 2009. Dan is a CFA®️ charterholder and Certified Public Accountant. Prior to joining Trellance, he served as a financial statement auditor. Dan is passionate about telling stories. He has helped hundreds of credit unions throughout the United States to understand their loan portfolio's story using data.