Finding liquidity in tight market conditions
Current market conditions are challenging, but deals are getting done. BPM Partners Terry Hill, Michael VanderKlugt, Julie West and Dan …
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Dan Winter
CPA
Partner, Assurance
Technology Leader
Location: San Jose
Services: Audit, Business Process Financial Sox, Employee Benefit Plan Audit, Regulatory Compliance Assistance, Reviews & Compilations, SEC Compliance
Industries: Life Science, Technology
With over 15 years of experience in public accounting, Dan has served a variety of technology industries including FinTech, software, internet media and SaaS, networking equipment, intellectual property, semiconductor and life science. Dan has extensive experience with equity and debt financing, including public offerings, business combinations, revenue recognition and SEC reporting and compliance.
Dan spearheads the firm’s Technology Industry Group and is the leader of the Assurance Technical Committee.
Daniel Winter holds an active CPA license in California.
Interesting tidbit
Dan spent a month traveling in New Zealand with his wife, including hiking across active volcanoes and white-water rafting.
Certifications
Certified Public Accountant
Community
- Audit Committee Chair – Child Advocates of Silicon Valley
- Member – California Society of Certified Public Accountants (CalCPA)
- Member – American Institute of Certified Public Accountants (AICPA)
Education
BS/Finance – Santa Clara University
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Looking for a team who understands where you’re headed and how to help you get there? Whether you’re building something new, managing growth or preserving success, let’s talk.