Senior Client Portfolio Manager
Dan has been with Monahans since 2017, following the acquisition of the firm where he began his career in 2013. During that time, he completed his ACCA qualification and is now a Fellow of the Association of Chartered Certified Accountants (FCCA).
Dan works with a broad range of clients, including owner-managed businesses, charities, pension schemes, clubs and professional practices. He has a particular interest in supporting small and medium-sized businesses, making compliance straightforward and giving business owners the information they need to make day-to-day decisions.
One of the aspects of the role Dan finds most rewarding is working alongside clients as their businesses develop. He likes solving problems, removing unnecessary complexity and being someone clients can pick up the phone to when they need support.
Outside work, Dan heads outdoors whenever he can, making the most of the fresh air and quiet walking routes to recharge.
Accounts Audit & Assurance Business Advisory Charities Personal Tax Start-ups & SMEs VAT
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