Daniel R. Callahan, CFM, CIMA®

Daniel R. Callahan, CFM, CIMA® Director of Business Development for Ivis Technologies LLC has 15 years of experience advising companies, governments, and nonprofits in strategic planning and asset management. Dan spent 15 years with Merrill Lynch as a Financial Advisor, Sales Manager, and Resident Director helping to oversee $1billion in client assets. He attended Arizona State University where he earned a BS in Finance with an emphasis in accounting. Dan furthered his education in Finance by achieving the Certified Investment Management Analyst (CIMA®) certification from the Wharton School of the University of Pennsylvania. Dan is active in the community, having served on the Boys and Girls Clubs of the East Valley board for 8 years, in addition to a current board member of the Governors and a Trustee for the St. Luke’s Health Initiative.