As Vice President of Membership & Business Development at the Insured Retirement Institute (IRI), Dan is responsible for leading IRI’s membership strategy and delivering consistent and long-term value to new and existing members.

With nearly 29 years of wealth management experience, Dan has developed deep expertise across product distribution, wholesaling, relationship management, sales leadership, and strategic planning. Known for crafting and executing impactful distribution strategies, he is skilled at leading diverse teams to drive revenue growth and foster lasting client relationships.

Before joining IRI, Dan held key leadership roles at Prudential, where he led the Relationship Management team and developed Prudential’s platform strategy for the registered investment advisor (RIA) channel. Previously, Dan oversaw the distribution of annuity and insurance solutions for the southeast division at Morgan Stanley. This broad experience has given him a nuanced understanding of the wealth management landscape and a strategic approach to member engagement and business development.

Dan holds a BA in Business Administration from Saint Anselm College.  He lives in the Blue Ridge Mountains of North Georgia with his wife, son, and many farm animals.