Dan Winter

CPA

Partner, Assurance
Technology Leader

Location: San Jose

Services: Audit, Regulatory Compliance Assistance, Reviews & Compilations, SEC Compliance, SOX Compliance

Industries: Life Sciences, Technology

Project name

With over 20 years of experience in public accounting, Dan has served a variety of technology industries, including software, internet media, SaaS, networking equipment, intellectual property, semiconductor, and life science. Dan has extensive experience with equity and debt financing, including public offerings, business combinations, revenue recognition, and SEC reporting and compliance.

Daniel Winter holds an active CPA license in California.

Interesting tidbit

Dan spent a month traveling in New Zealand with his wife, including hiking across active volcanoes and white-water rafting.

Certifications

Certified Public Accountant

Community
  • Member – California Society of Certified Public Accountants (CalCPA)
  • Member – American Institute of Certified Public Accountants (AICPA)
Education

BS/Finance – Santa Clara University

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Looking for a team who understands where you’re headed and how to help you get there? Whether you’re building something new, managing growth or preserving success, let’s talk.