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Daniel Margolis
Daniel Margolis
Chief Financial Officer | ManageAmerica | Property Management Software
San Francisco, California, United States
Daniel Margolis
Summary
Daniel Margolis is an accomplished Chief Financial Officer currently leading financial operations at ManageAmerica in San Francisco. With a strong background in finance, he has held various leadership positions in both startups and established firms, showcasing his expertise in financial modeling and strategic financial planning. Daniel has served as Interim CFO at Directshifts and held key roles at Serent Capital, where he progressed from Associate to Vice President. His experience spans across multiple industries, including healthcare and technology, highlighting his versatility. Daniel is also a dedicated board member for several organizations, contributing his financial acumen to drive growth and innovation. He holds a Bachelor of Science in Physics from Washington University in St. Louis, which complements his analytical skills in finance. Outside of work, he is passionate about emerging technologies and their impact on the financial sector.
Daniel Margolis
Work Experience
Chief Financial Officer at
ManageAmerica | Property Management Software
October 2023 - Present
Interim Chief Financial Officer at
DirectShifts
January 2023 - June 2023
Vice President at
Serent Capital
July 2020 - November 2022
Board Member at
MILLENNIUM SYSTEMS INTERNATIONAL SRL
September 2021 - October 2022
Board Member at
Knowland
October 2021 - October 2022
Board Member at
BQE SOFTWARE AUSTRALIA PTY. LTD.
January 2022 - October 2022
Board Member at
United Allergy Services
May 2020 - October 2022
Board Member at
Procurement Partners
November 2020 - September 2021
Senior Associate at
Serent Capital
August 2019 - July 2020
Associate at
Serent Capital
July 2017 - July 2019
Investment Banking Analyst at
MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A
June 2015 - July 2017
Investment Banking Summer Analyst at
MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A
June 2014 - August 2014
Daniel Margolis
Education
Washington University in St. Louis, Bachelor Of Science (Bs)
January 2011 - January 2015
Moravian Academy
January 2007 - January 2011
Frequently Asked Questions about Daniel Margolis
What is Daniel Margolis email address?
Daniel Margolis's primary email address is ******@bqe.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Daniel Margolis work for?
Daniel Margolis is a Chief Financial Officer at ManageAmerica | Property Management Software, a company specializing in Computer related services, nec.
Where Daniel Margolis graduated from?
Daniel Margolis holds a degree in Physics from Washington University in St. Louis.
How can I directly contact Daniel Margolis?
To contact Daniel Margolis directly, you can use the email address ******@bqe.com. Complete contact information is available upon registration with Muraena.
Who is Daniel Margolis?
Daniel Margolis is an accomplished Chief Financial Officer currently leading financial operations at ManageAmerica in San Francisco. With a strong background in finance, he has held various leadership positions in both startups and established firms, showcasing his expertise in financial modeling and strategic financial planning. Daniel has served as Interim CFO at Directshifts and held key roles at Serent Capital, where he progressed from Associate to Vice President. His experience spans across multiple industries, including healthcare and technology, highlighting his versatility. Daniel is also a dedicated board member for several organizations, contributing his financial acumen to drive growth and innovation. He holds a Bachelor of Science in Physics from Washington University in St. Louis, which complements his analytical skills in finance. Outside of work, he is passionate about emerging technologies and their impact on the financial sector.
Daniel`s contact details
******@bqe.com
*********@serentcapital.com
***************@morganstanley.com
*********@manageamerica.com
Colleagues
Board Director
Chief Executive Officer
Chief Technology Officer
Vice President of Operations, Origen Screening Services