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Who We Are

Daniel D. Greenlee, CPA

Mr. Greenlee has over 20 years of experience in the banking and finance industry. As Chief Investment Officer of a major Michigan bank, he managed a securities portfolio of over $800 million and controlled borrowings of $1 billion. Also, Mr. Greenlee oversaw a derivatives portfolio of $250 million in interest & principal strips and CMO residuals, and successfully liquidated a $350 million portfolio of interest rate swaps. Other key roles that Mr. Greenlee has participated in: interest rate risk profile modeling, gap management, capital ratio analysis, portfolio valuation, organizing and administering a secondary market operation which sold and purchased over $1 billion of product, CFO of a mortgage corporation subsidiary. During time as CFO of bank, Mr. Greenlee oversaw accounting operations, tax planning, risk management, financial forecasting and SEC/OTS reporting, all financial statements and audit relations.

Previously, he was Michigan Tech University's Chief Financial Officer and Treasurer for the Board of Trustees for 13 years, retiring in 2014. As CFO and Treasurer of a research-intensive Michigan Public University, Mr. Greenlee had all accounting, reporting and financial duties within his purview.

Mr. Greenlee was also President of the Michigan Tech Fund, retiring in June of 2016. As President of the Michigan Tech Fund, he had responsibility for endowment investments and investment manager relationships, along with general fiduciary functions.

What We Do

  • ➢ Development of a company specific financial model to do "what if" analysis
  • ➢ Reviews of the company’s financial position with suggestion to maximize profit
  • ➢ Review of organization structure and processes
  • ➢ Review of management's effectiveness in leading a company or division
  • ➢ Company 409A valuation
  • ➢ Capital analysis and acquisition alternatives
  • ➢ Business plan development for startup and stage I companies
  • ➢ Assistance in securing financial funding alternatives
  • ➢ Interim CFO engagements while the company conducts a full CFO search
  • ➢ Startup company viability analysis. Manufacture vs. licensing alternatives
  • ➢ Portfolio analysis and advisory services for institutional investors