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

Started with PFM: 2010

Started in the Field: 2007

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Daniel Berger is the director of applications development for Whitebirch, PFM’s proprietary financial modeling platform. Whitebirch is a cloud-based software offering, which helps public and for-profit institutions develop customized financial and strategic planning solutions in real-time.

Dan has developed and manages a suite of products built on the Whitebirch platform which deliver out-of-the-box planning solutions specific to many of PFM’s public sector markets – which quickly deliver to CFOs, Finance Directors, City Councils, and Boards the ability to isolate and analyze threats and opportunities in their financial future.

As Whitebirch’s product manager, Dan determines and develops the features and functionality that are incorporated into these product offerings. This entails monitoring client usage of and feedback on the various products, overseeing the design and testing of product enhancements, and developing new ideas to build and offer to clients – ultimately Dan is responsible for creating the best possible ‘Whitebirch user experience’. He also leads development for new products built on the Whitebirch platform.

Prior to working in Whitebirch, Dan served as a registered Municipal Advisor within PFM's Quantitative Strategies Group. During that time, Dan provided financial advice for a broad range of clients across PFM, focusing on the debt transactions within the firm that were particularly complex or technical in nature.
 
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

Started with PFM: 2010

Started in the Field: 2007

Print/Save as PDF

Download Vcard

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