Daniel P. Rush, CPA (Inactive)

Vice President, Wealth Management

San Francisco office

About Dan

Dan has recently joined the wealth management team, having 30 years of finance, operations, accounting and wealth management experience in the San Francisco Bay Area. He is an engaging leader possessing a winning blend of financial leadership, wealth management, financial strategy and communications acumen. Dan is a natural when it comes to building genuine connections with people at all levels in order to drive financial strategies and plans, with the goal of helping clients achieve their financial hopes, goals and dreams.

Prior to SD Mayer, Dan worked with KPMG, Nokia, New York Life Insurance Company and Eagle Strategies in roles related to accounting, finance and wealth management.

CA Insurance #0E09918

Education

University of San Francisco, Bachelor’s in Administration

NASD Licenses – SIE, Series 7, Series 66

Hobbies

Golf, Wakeboarding, Snow Skiing, Hiking. Enjoys watching Giants baseball and 49er football.

Fun Facts

Founded Shinin’ Star Productions, a mobile DJ business while in college.