Danny joined PFM in 2007 as an intern during his undergraduate studies. He was hired as a full-time Investment Accountant on the Pool Team in 2008 and has since been promoted to Accounting Systems Manager. His responsibilities include pool yield, net asset value, earnings, and many other calculations and validations, as well as systems maintenance and development, model maintenance and development, and systems testing. Danny is also responsible for the development, maintenance and oversight of automated processing and reporting, such as public reporting of our pool holdings, waiver analysis, stress testing, automated portfolio reconciliation and portfolio set up models, ratings processing, reporting and submission, and other automated processes and reporting. He also regularly supports a wide array of business functions, such as the trading desk, investment services, client services and many other business functions.
Prior to joining PFM, Danny worked in restaurant management where his responsibilities included managing employees, profit and loss reporting, and inventory management.