Dan James

Associate Relationship Manager @ PeerStreet

About Dan James

Dan James is an Associate Relationship Manager at PeerStreet, with a background in finance and law enforcement. He has held various roles in the financial sector and has a strong educational foundation in finance and financial management.

Current Role at PeerStreet

Dan James serves as an Associate Relationship Manager at PeerStreet, a company specializing in real estate investment. He has held this position since 2021, contributing to the firm's efforts in private lending. His role involves managing relationships with both investors and borrowers, leveraging his background in finance to enhance client interactions and service delivery.

Previous Experience in Mortgage Industry

Prior to his current role, Dan worked at River City Mortgage as a Regional Manager for eight months in 2021. This position provided him with valuable insights into the mortgage industry and further developed his skills in managing client relationships and understanding financial products.

Education and Financial Expertise

Dan James studied at the Yale School of Management, where he focused on Finance and Financial Management Services, earning a Certificate in Financial Planning in 2021. He also holds a Bachelor of Business Administration (B.B.A.) from the University of San Francisco, where he studied Finance and Economics from 2014 to 2017. This educational background supports his expertise in financial management and planning.

Background in Law Enforcement

Before transitioning to finance, Dan served as a Police Officer for the State of California from 2018 to 2021. His experience in law enforcement, particularly in Orange County, California, provided him with a unique perspective and skill set that he has applied in his subsequent finance roles.

Experience in Sports Analytics

Dan also worked as a Coordinator and Analyst at Elite Baseball from 2014 to 2017. This role involved analyzing performance data and coordinating activities, which contributed to his analytical skills and understanding of team dynamics in a competitive environment.

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