Daniel Gleason
Compliance Officer presso Valley Forge Private Equity, Inc.
Profilo
Daniel joined VFPE in 2022.
As both Vice President of Operations and Chief Compliance Officer, Daniel’s responsibilities include partnership reporting, SEC compliance, and oversight of the firm’s accounting and finance functions.
Daniel formerly served as Vice President in the Financial Reporting Asset Servicing department at BNY Mellon where he gained knowledge in accounting, financial analysis, audit, and SEC compliance.
Daniel attended Grove City College where he earned a B.S.
in Finance from the GCC School of Business.
He also earned an M.B.A.
from Grand Canyon University with a focus in Finance.
He and his wife, Caitlin, live in West Chester, PA with their two sons, Thomas and James.
Posizioni attive di Daniel Gleason
| Società | Posizione | Inizio |
|---|---|---|
Valley Forge Private Equity, Inc.
 Valley Forge Private Equity, Inc. Investment ManagersFinance Valley Forge Private Equity, Inc. (Valley Forge Private Equity) is a private equity subsidiary of Valley Forge Financial Group, Inc. founded in 2002 by Sean Maher and Michael J. Maher, Jr. The firm is headquartered in Audubon, Pennsylvania. | Compliance Officer | 01/12/2022 |
Precedenti posizioni note di Daniel Gleason
| Società | Posizione | Fine |
|---|---|---|
| BANK OF NEW YORK MELLON CORPORATION (THE) | Corporate Officer/Principal | 01/12/2022 |
Formazione di Daniel Gleason
| Grand Canyon University | Masters Business Admin |
| Grove City College | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Società quotate in Borsa | 1 |
|---|---|
| BANK OF NEW YORK MELLON CORPORATION (THE) | Finance |
| Aziende private | 1 |
|---|---|
Valley Forge Private Equity, Inc.
Valley Forge Private Equity, Inc. Investment ManagersFinance Valley Forge Private Equity, Inc. (Valley Forge Private Equity) is a private equity subsidiary of Valley Forge Financial Group, Inc. founded in 2002 by Sean Maher and Michael J. Maher, Jr. The firm is headquartered in Audubon, Pennsylvania. | Finance |
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