Dan joined Killik & Co in 1996, becoming head of Financial Planning and managing Killik Offshore in Dubai.

After leaving Killik, Dan set up the offshore arm of Seven Investment Management.

Dan worked at Killik alongside, and cemented a strong working relationship over 19 years with, the founders of Patronus. He decided to join them at Patronus in 2021.

Dan is a Chartered Wealth Manager, and a Certified Financial Planner.

On 31st May 2021, he fulfilled a life ambition to summit Mount Everest.