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Dan Volz

Vice President Operations at Private Client Resources

Dan Volz is an experienced finance professional currently serving as Vice President of Operations at PCR Financial Aggregation since December 2015, with previous experience as Operations Supervisor. Prior to this, Dan held the position of Assistant Portfolio Manager at AIS Capital Management L.P. from May 2010 to December 2015. Dan's early career includes a role in sales at Automatic Data Processing and an internship in finance at Terex. Dan is a Level 3 Candidate at the CFA Institute and holds a Bachelor of Science in Accounting from the University of Connecticut School of Business, where studies were completed from 2005 to 2009.

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