Assurance & Advisory Partner
Dana has extensive experience providing audit and advisory services for investment funds and privately-held companies. Dana’s practice specializes in auditing and advising venture funds and his expertise in fund structuring, fund accounting, financial reporting requirements, complex capital allocations and portfolio valuations makes him a valuable and trusted resource to his clients.
Dana’s client service approach prioritizes accessibility and responsiveness, and he enjoys the opportunity to interact with his clients throughout the year.
Beginning his career with Frank, Rimerman in 2009, Dana’s experience spans a variety of industries including financial and professional services, manufacturing and pre-IPO software and high-technology. He is also experienced in revenue recognition, acquisition accounting, equity accounting and accounting for complex debt agreements.
- B.S. California Polytechnic State University, San Luis Obispo
- Member of the American Institute of Certified Public Accountants (AICPA)
- Member of the California Society of Certified Public Accountants (CalCPA)
- Recognized as an Emerging Leader in Public Accounting by CalCPA