Dan Simonetti , Cpa

Director Financial System @ JB Poindexter & Co

About Dan Simonetti , Cpa

Dan Simonetti is a CPA and the Director of Financial Systems at J.B. Poindexter & Co, Inc. in Houston, a position he has held since 2017, following a 16-year tenure as Vice President at Goldman Sachs.

Work at JB Poindexter & Co

Dan Simonetti has served as the Director of Financial Systems at J.B. Poindexter & Co, Inc. since 2017. In this role, he oversees the financial systems and processes within the organization. His responsibilities include ensuring the efficiency and effectiveness of financial operations, contributing to strategic financial planning, and implementing system improvements to support the company's objectives. His tenure at J.B. Poindexter & Co spans over seven years, during which he has played a key role in enhancing the financial infrastructure of the company.

Previous Experience at Goldman Sachs

Prior to his current position, Dan Simonetti worked at Goldman Sachs for 16 years, holding the title of Vice President. His time at Goldman Sachs, from 2001 to 2017, involved significant responsibilities in the financial sector. His experience at such a prestigious firm provided him with a strong foundation in financial management and strategic decision-making, which he has carried into his current role.

Education and Expertise

Dan Simonetti earned a Bachelor of Applied Science (B.A.Sc.) in Accounting from Northern Illinois University. He studied there from 1984 to 1989, acquiring essential knowledge and skills in accounting principles and practices. This educational background has equipped him with the expertise necessary for his roles in financial management and systems.

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