Daniel Margolis

Daniel Margolis currently serves as the Chief Financial Officer at ManageAmerica since October 2023. Previously, Margolis held the position of Interim Chief Financial Officer at DirectShifts from January 2023 to June 2023. Margolis has extensive experience in finance, having worked at Serent Capital for over five years in various roles including Vice President, Senior Associate, and Associate. Additionally, Margolis has held multiple board member positions at companies such as BQE Software, Knowland, Millennium Systems International, United Allergy Services, and Procurement Partners. Earlier in the career, Margolis gained valuable experience as an Investment Banking Analyst at Morgan Stanley. Margolis earned a Bachelor of Science degree in Physics from Washington University in St. Louis, graduating in 2015 after attending Moravian Academy from 2007 to 2011.