Dan Degheri

Dan Degheri, MBA, is the Director of Operations at Root Financial Partners. Previously, they served as the Director of Lean Operations and Director of Life Planning at Physician Wealth Services LLC, where they built custom business solutions and fostered deeper client relationships. Dan's earlier roles included Media Manager at YPM and Customer Experience Manager at Southwest Manufacturing Services, demonstrating a strong background in operations and customer engagement. They hold a Bachelor of Business Administration and an MBA from the University of San Diego, along with a Lean Enterprise Certificate from San Diego State University.