DFP Partners
Andrew Miller is a seasoned finance professional with extensive experience in accounting and financial management. Currently serving as a Partner and CPA at S.D. Daniels & Co. since February 2006, Andrew has specialized in advisory services related to mergers and acquisitions, private placements, and capital raising. Previous roles include Audit Manager at Citibank, Vice President of Management Reporting at BNY Brokerage, Vice President and Financial Controller at Credit Suisse First Boston, Assistant Comptroller at American International Group, Vice President of Accounting and Finance at Trans Global Communications, and Assistant Vice President at Merrill Lynch. Andrew began the professional journey as a Senior Accountant at KPMG Peat Marwick after earning a Bachelor of Science in Accounting from the University of Rhode Island.
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DFP Partners
For over 40 years, DFP Partners has been a committed ally to Broker-Dealers, Registered Investment Advisers, and other financial services firms looking for accounting and compliance services. During that time, we’ve built a team of dynamic accountants and consultants who bring their exceptional energy and imagination to each of our client’s challenges. We a pledge to always serve the best interests of our clients above anything else. At DFP Partners, we know our clients are entrepreneurs with little time to wrestle with the intricacies of securities regulation. That’s why we’ve built our business around managing your regulatory burdens as if they are our own — freeing you to focus on what you do best. Our offerings include, compliance consulting, registration services, accounting and tax support, and outsourced principal roles such as, Financial and Operations Principal (FinOp), Chief Compliance Officer (CCO), Chief Financial Officer (CFO) and Principal Operations Officer (POO). Additionally, we provide independent anti-money laundering testing, cybersecurity procedures and training, and branch inspection programs. We can also manage your new or continuing membership applications.