Company: Capstone Headwaters
Title: Senior VP
Pittsburgh, PA 15203
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Dan is Senior Vice President with Capstone Headwater's ESOP Advisory Group with a wealth of experience covering many financial service disciplines. Dan’s experience includes the formation of MetLife’s ESOP program, as well as serving as a Director of MetLife’s Institutional Specialized Benefit Resources division. Since 1998, Dan has emerged as a national presence on ESOP matters as a frequently published author and featured speaker. Dan has earned several advanced financial designations and is a member of various financial associations including serving as Ambassador for the Pennsylvania Center for Employee Ownership.
Grove City College - BA
Registrations & Affiliations
Chartered Life Underwriter® (CLU®)
Chartered Financial Consultant (ChFC)
Life Underwriter Training Council Fellow (LUTCF®
National Center for Employee Ownership
The Estate Planning Council
Society of Financial Service Professionals
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