Daniel P. Rush, CPA (Inactive)
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.
