Prior to joining the development staff of his alma mater, St. Lawrence Seminary (NCDC Active Member), in 2004, Dan spent 17+ years as a trust officer with two national financial institutions.  His employment immediately prior to joining St. Lawrence was as a Vice President with Wells Fargo’s Private Client Services Group, where his responsibilities included business development, trust and estate administration and estate planning. Dan has a B.A. from the University of Wisconsin-Milwaukee, a law degree from the University of Wisconsin-Madison and an M.B.A. from Keller Graduate School of Management. In June, 2010, he was awarded the Accredited Estate Planner (AEP) designation by the National Association of Estate Planners & Councils (NAEPC).  Dan is a past president of the Milwaukee Estate Planning Forum and past chair of the Wisconsin Trustees Association, an affiliation of the Wisconsin Banking Association.