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Daniel Margolis

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Daniel Margolis

Chief Financial Officer | ManageAmerica | Property Management Software

San Francisco, California, United States

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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.

General

Generalist

Technical Background

Leadership Experience

Frequent Moves

Professional interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Startup Experience

Corporate Experience

Consulting Experience

Daniel Margolis

Work Experience

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Chief Financial Officer at

ManageAmerica | Property Management Software

October 2023 - Present

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Interim Chief Financial Officer at

DirectShifts

January 2023 - June 2023

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Vice President at

Serent Capital

July 2020 - November 2022

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Board Member at

MILLENNIUM SYSTEMS INTERNATIONAL SRL

September 2021 - October 2022

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Board Member at

Knowland

October 2021 - October 2022

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Board Member at

BQE SOFTWARE AUSTRALIA PTY. LTD.

January 2022 - October 2022

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Board Member at

United Allergy Services

May 2020 - October 2022

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Board Member at

Procurement Partners

November 2020 - September 2021

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Senior Associate at

Serent Capital

August 2019 - July 2020

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Associate at

Serent Capital

July 2017 - July 2019

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Investment Banking Analyst at

MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A

June 2015 - July 2017

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Investment Banking Summer Analyst at

MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A

June 2014 - August 2014

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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

mail

******@bqe.com

*********@serentcapital.com

***************@morganstanley.com

*********@manageamerica.com

Colleagues

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Nick Jankovsky

Board Director

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Bill Nunan

Chief Executive Officer

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Paul Beavers

Chief Technology Officer

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Amanda Nardella

Vice President of Operations, Origen Screening Services

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