Dan Sass is a senior finance executive with more than 30 years of experience providing disciplined financial leadership across large, complex organizations. His career has focused on strengthening financial planning and analysis capabilities, improving expense governance, and partnering with executive leadership to align financial performance with strategic priorities. Dan is known for bringing clarity, rigor, and steady financial stewardship to environments marked by scale, regulatory oversight, and operational complexity.

As a Managing Director with Everest Advisors, Dan provides senior-level financial advisory support to organizations seeking experienced leadership in budgeting, forecasting, expense management, and financial decision support. He partners closely with executive teams and boards to improve financial transparency, strengthen forecasting accuracy, and establish governance frameworks that support sustainable performance. His advisory approach is pragmatic and hands-on, helping leadership teams navigate growth, complexity, and operational change with confidence.

Prior to joining Everest, Dan spent a long tenure at Wells Fargo, where he held multiple senior finance leadership roles supporting wealth and investment management businesses. During this time, he led budgeting and forecasting processes, oversaw capital project investment portfolios, and supported executive decision-making through rigorous financial analysis and performance reporting. His work included driving expense optimization initiatives, developing headcount and staffing models, and strengthening financial controls across diverse business units.

Dan holds an MBA in Finance from the University of Minnesota and a BS in Finance from St. Cloud State University. He is valued by leadership teams as a trusted financial partner who combines deep technical expertise with sound business judgment, translating complex financial data into actionable insights that support disciplined decision-making and long-term value creation.