Principal / Chief Financial Officer
Scope of Service Experience
Over 15 years of real estate and development experience.
As principal of NAI Bergman, Dan oversees the firm’s finance, accounting, and legal departments. His day-to-day activities include strategic corporate accounting principles, asset management, real estate portfolio evaluation, establishment of corporate investment criteria, implementation of corporate and third party investment strategies, and transaction negotiation pertaining to a wide variety of real estate objectives.
Background & Experience
Director of Capital Planning and Budgeting – Federated Department Stores
Management Consultant – Price Waterhouse
M.B.A., Accounting and Information Systems, Ohio State University
B.B.A., Finance and Marketing, Emory University
Ohio Real Estate Broker Licensee
Professional Associations & Designations
National Association of Realtors (NAR)
Ohio Association of Realtors (OAR)
Cincinnati Area Board of Realtors (CABR)