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Daniel M.

Daniel M.


CFO / CTO



Professional Overview
Daniel M. is a seasoned finance and technology executive with a diverse background spanning the financial services, manufacturing, and aviation industries. As the CFO/CTO at J.T. Miller Company and a Vice President at Lee & Mason Financial Services, he leverages his expertise in financial management, strategic planning, and technological innovation to drive organizational success.

Experience Summary

Current Roles
CFO / CTO at J.T. Miller Company
  • Oversees all financial operations, including budgeting, forecasting, and financial reporting

  • Leads the implementation and management of the company's technology infrastructure, improving operational efficiency and data-driven decision making

  • Collaborates cross-functionally to develop and execute strategic initiatives that have resulted in a 25% increase in profitability over the past 3 years


Vice President at Lee & Mason Financial Services
  • Provides strategic financial guidance and oversight to the executive team, contributing to the firm's 18% revenue growth in the last fiscal year

  • Spearheads the integration of innovative fintech solutions, streamlining processes and enhancing the client experience


Pilot at JetChoice and Great Lakes Aviation
  • Maintains active flight certifications, providing on-demand piloting services to complement the executive leadership roles


Career Progression
Daniel's career has been marked by a steady ascent, with roles of increasing responsibility in the financial services and manufacturing sectors. Prior to his current positions, he held senior finance and technology roles at several respected organizations, where he demonstrated a keen ability to drive operational improvements and strategic initiatives.

Academic Background
Daniel holds a Bachelor of Science in Accounting from the University of Minnesota and a Master of Business Administration from the Carlson School of Management. He is a Certified Public Accountant (CPA) and a licensed commercial pilot.

Areas of Expertise
  • Financial management and reporting

  • Strategic planning and business transformation

  • Technology implementation and optimization

  • Cross-functional leadership and collaboration

  • Aviation and transportation


Professional Impact
Throughout his career, Daniel has made significant contributions to the organizations he has served. His leadership has been instrumental in driving profitable growth, improving operational efficiency, and implementing innovative solutions that position his employers for long-term success. Daniel's versatile skillset, strategic mindset, and commitment to excellence have earned him a reputation as a trusted and valuable executive.

Conclusion
With his extensive experience, proven track record, and multifaceted expertise, Daniel M. is poised to continue making a lasting impact in his current and future roles. He is a dynamic and forward-thinking professional who is dedicated to driving organizational success through strategic financial management, technological innovation, and collaborative leadership.