Dan Davis

Dan Davis has a long and varied work experience. Dan began their career in 2008 as a Junior Broker at PNC Investments, where they consulted with clients to understand their needs, develop financial plans, and deliver viable solutions. In 2010, they moved to BNY Mellon, where they held the roles of Trust Associate and Associate Relationship Manager. In this role, they managed and developed existing client relationships, assisted in relationship management, new business development, account planning, and client service coordination. In 2018, they became Managing Partner at Iron Condor Capital, and in 2021 they started their current role as Business Analyst at IRALOGIX.

Dan Davis obtained a B.A in Economics Business from the University of Pittsburgh between 2003 and 2006. Dan then went on to get a Master of Business Administration (MBA) in International Business from Point Park University between 2011 and 2013. Additionally, they hold certifications from FINRA (Financial Industry Regulatory Authority) for Series 57 and Series 65.