Dan Mundroina

Dan Mundroina has a diverse work experience in the field of private client tax, trusts, and wealth services. Dan is a CTA and FCCA qualified professional who specializes in trusts, estates, Inheritance Tax, and personal tax. Dan has held various roles, including Private Client Partner at Kreston Reeves since June 2021, where they also lead the firm's Family Investment Companies advisory group. Before that, they worked as a Private Client Tax Director at Kreston Reeves from July 2019 to June 2021. Prior to Kreston Reeves, they served as an Associate Director at RSM UK from March 2017 to May 2019. Dan also worked as a Trust Estate & Charities Manager at Menzies LLP from May 2015 to March 2017. Before that, they held the position of Senior Consultant in Trust and Wealth Services at Rawlinson & Hunter from May 2013 to May 2015. Dan started their career as an Assistant Trust Manager at Blick Rothenberg LLP from August 2012 to May 2013. Dan gained valuable experience as a Senior Trust Consultant at Buzzacott from January 2008 to July 2012.

Dan Mundroina completed a Bachelor's degree in Accounting and Finance from Kingston University from 2004 to 2007. Dan was also an ACCA Member from 2008 to 2011, although further information regarding their degree or field of study during this period is unavailable.