Daniel Berger

Director
PFM Financial Advisors LLC
Contact

1735 Market Street
43rd Floor
Philadelphia, PA 19103

bergerd@pfm.com
215.557.1464 office

Specialties
Financial Modeling

K-12 Schools, State & Local Governments

Education
B.S.E. in Computer Science Engineering
University of Pennsylvania

Professional Designations or Licenses
Municipal Advisor Representative (Series 50)

Started with PFM: 2010

Started in the Field: 2007

Print/Save as PDF

Download Vcard

Dan joined PFM in 2010 and is located in the Philadelphia office, where he leads the local government practice of PFM’s Whitebirch software platform for financial modeling. Whitebirch unites all planning activities into a single institutional point of view to analyze the strategic ramifications of operating and capital initiatives. Dan manages a product offering specific to addressing the challenges that local governments face, offering functionality around debt, capital, pensions, credit, and labor, among other focal areas.

Dan also supports PFM’s Quantitative Strategies Group, which provides specialized technical and quantitative solutions across PFM’s public sector client base. Product development covers various functions such as strategic forecasting, debt management and capital planning. Dan also leads PFM’s suite of linear optimized new money and refunding models, which have been used to size and structure billions in par.

Prior to joining PFM, Dan worked as a technology analyst at JPMorgan Chase from 2007 to 2010. Dan is a college wrestling fan and a passionate supporter of the non-profit CARE, an international network of relief and development organizations.

 
Contact

1735 Market Street
43rd Floor
Philadelphia, PA 19103

bergerd@pfm.com
215.557.1464 office

Specialties
Financial Modeling

K-12 Schools, State & Local Governments

Education
B.S.E. in Computer Science Engineering
University of Pennsylvania

Professional Designations or Licenses
Municipal Advisor Representative (Series 50)

Started with PFM: 2010

Started in the Field: 2007

Print/Save as PDF

Download Vcard

People

Search the PFM Directory

 
Search