Chief Financial Officer
As Chief Financial Officer for BAM Advisor Services, Dan Anderson is responsible for directing the firm’s overall financial policies and for managing finance initiatives that impact The BAM ALLIANCE and its member firms. He is proud to help keep BAM Advisor Services on the path to financial strength.
Dan’s responsibilities include budget development, merger and acquisition financial due diligence and financial reporting. His team works to ensure accurate financial reporting, as well as the maintenance of proper regulatory and other internal controls.
He is also part of the BAM Advisor Services team that provides succession planning for BAM ALLIANCE member firms looking to exit the business.
Prior to joining BAM Advisor Services in 2007, Dan worked as an accounting manager for the law firm Kozeny & McCubbin, L.C. in Creve Coeur, Mo.
Dan earned a bachelor’s degree in accounting from Truman State University in 1999. He and wife, Andrea, live in Wildwood, Mo. with their two children.