Dan's vision is to bridge his experience within employee benefits consulting, compliance administration, and financial consulting to create a unique experience for employers. With a range of experience working with large national employers to the fast-paced start-up, Dan's market experience proves to be an invaluable resource to employers. As he strives to break the mold in what you expect from a broker, Dan partners with his clients to provide executive-level plan design recommendations and financial analysis, day-to-day support to the HR team, and one-on-one guidance to employees.
After receiving his BS at the University of California, Los Angeles, Dan worked as a Senior Associate at medical billing consulting firm and as an Account Executive at an employee benefits brokerage group. He is currently licensed as a California Life and Accident and Health agent.
Speaking topics: Health Plan Cost Saving Strategies, ERISA Compliance, HIPAA Compliance, Benefits Benchmarking Overview, SF Healthcare Ordinance, COBRA Compliance, and FSA Compliance.