We found the following information about Dan Heller at Lamb Financial Group, where the professional has worked as a Chief Financial Officer since 2012. Dan's total work experience is over ten years, during which time Dan had at least seven jobs at different companies to develop skills. Dan studied at the Columbia University - Columbia Business School from 2005 to 2007. Currently, Dan Heller is located in Jamison, Pennsylvania. You can contact with Dan by looking for phone number or email address or get exhaustive information by requesting access to Dan Heller's further details from SoftwareOfficial.
Name variants:
Daniel Heller
Last updated May 01, 2024
Contact Information
Last Update
Jul 3, 2022
Email
dh**@lambfinancialgroup.com, dh**@diamondequitypartners.com, di**@gmail.com
Location
Jamison, PA
Company
Workplace
Colleagues
Work History
Chief Financial Officer
Conshohocken, PA
Responsible for developing new processes and methodologies for generating and qualifying leads, leading the firms expansion out of the greater New York/Philadelphia area and managing the the...
from Apr 2012
Vice President of Acquisitions
Jenkintown, PA
Hired as the firm’s first employee to build the acquisition group from the ground floor, which included crafting the investment thesis, hiring group team members, and developing all marketin...
Dec 2009 — Apr 2012
Associate
Sourced, evaluated, and executed venture capital and private equity transactions. Developed deal evaluation strategy maps and acquisition/forecast models. Spearheaded due diligence and activ...
Jul 2007 — Dec 2009
Summer Associate
Worked alongside CFO of SCP’s $70 million healthcare portfolio company to help improve the company’s financial controls and performance. Initiated procedures and built comprehensive forecast...
Jul 2006 — Aug 2006
Associate
Helped create the infrastructure for the startup of the investment bank. Managed the hiring process and developed/led the training platform for new analysts, which resulted in the hiring of ...
Jul 2001 — Apr 2005
Associate
• Worked with emerging markets group to secure financing for international firms.
• Participated in due diligence and the drafting of memorandum for many public offerings.
• Co-authored Ban...
Jul 2000 — Jul 2001
Education
2005 — 2007
1996 — 2000
1992 — 1996
Occupations
Executive
Financial Director
Vice President
Marketer
Brand Planner
Security
Financial Officer
Financial Manager
Chief Executive
Brand Representative
Marketing Manager
Skills
Private Equity
Mergers and Acquisitions
Venture Capital
Due Diligence
Investment Banking
Mergers
Strategy
Start Ups
Financial Analysis
Finance
Valuation
Investments
Financial Modeling
Private Placements
Capital Raising
Portfolio Management
Entrepreneurship
Ipo
Equities
Corporate Finance
Acquisitions
Lbo
Negotiation
Business Valuation
Capital
Executive Management
M&A Experience
Restructuring
Sell Side
Financial Advisory
Leveraged Finance
Financial Structuring
Business Analysis
Funding
Acquisition Integration
Turn Around Management
Asset Based Lending
Deal Sourcing
Fairness Opinions
Deal Structuring
Structuring
Dcf
Buyouts
Equity Valuation
M&A Due Diligence
Deal Execution
Strategic Advisory
FAQs about Dan Heller
What is the main profession of Dan Heller?
Dan is a Chief Financial Officer.
What are the main profession of This expert?
These person's professions are Executive and Financial Director
Where does Dan Heller currently live?
Dan Heller currently lives in Jamison, Pennsylvania.
Does Dan Heller have the email address?
dh**@lambfinancialgroup.com and dh**@diamondequitypartners.com is The expert's email address.
How many companies did Dan Heller work at?
The professional worked at seven jobs.
Does Dan Heller have personal website or blog?
Dan`s website is http://www.lambfinancialgroup.com.
What education does Dan Heller have?
Dan studied at the Columbia University - Columbia Business School from 2005 to 2007.
Are there any professional industries Dan Heller is connected to?
Dan works in Insurance industry.