North Carolina CLASS Relationship Team
Exceptional service is one of the trademarks of North Carolina CLASS. We are client focused and committed to assisting North Carolina local governments with their cash management needs.
The North Carolina CLASS Relationship team can assist you with the following:
- Joining North Carolina CLASS
- Questions regarding your existing North Carolina CLASS account
- Speaking engagements
- North Carolina CLASS informative presentations
- Advisory services
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Meet the team at any of these events!
Get to Know Your Local Representative
Senior Director, Investment Services
Dan is a Senior Director of Investment Services for North Carolina CLASS where he is responsible for the growth and marketing of the investment program, client relationships, and Board partnership. He also participates in conferences and educational events across North Carolina for many local government organizations.
Prior to joining Public Trust, he most recently served as a Senior Vice President for PMA Asset Management where he focused on creating and providing investment advisory services to public entities. Dan also previously worked for ClearArc Capital as a Regional Director of Business Development and RBC Global Asset Management as a Vice President on the Public Fund Services team. He is an active member of the North Carolina Government Finance Officers Association (NCGFOA), NC Local Government Investment Association (NCLGIA), NC City and County Management Association (NCCCMA), NC Local Government Budget Association (NCLGBA) and the South Carolina Government Finance Officers Association (SCGFOA).
Dan received a Bachelor of Science in Business Administration with a focus on Management from Xavier University.