MEET OUR TEAM
Daniel J Wunderlin, CPA, MBA
General Background
Over the course of his career, Dan has held a variety of financial roles from analyst to CFO/Controller focusing on accounting, technology integration, business process automation and common sense. While the majority of his time has been spent in a Fortune 15 company, his time spent working in/with small to medium-sized companies remain the most cherished. Outside of his professional career, Dan is actively involved in the local community and serves as the Treasurer of Standing Against Violence Everyday (S.A.V.E. non-profit) and was the past President of the IU/SAE Alumni Association.
Professional Experience
Dan has an extensive background in corporate finance and accounting at all business levels
- Corporate Finance & Accounting
- Served as Controller for multi-entity regional construction company
- Managed an Accounting Systems group for Fortune 15 entity
- Virtual CFO and consultant in a variety of industries
- Construction
- Software Development
- Manufacturing/Distribution
- Buy-Here-Pay-Here Car Dealerships
- Retail/e-Commerce
- Expert in the implementation and automation of accounting systems; including fixed assets and payroll
Education and Credentials
- Certified Public Accountant
- Indiana University School of Business, BS in Accounting/Finance
- Indiana University School of Business, MBA
- QuickBooks Certified ProAdvisor (Online, Advanced Online & Payroll)
Jake Wunderlin
General Background
Jake grew up a Hoosier, in Fort Wayne, Indiana and attended Indiana University – Bloomington where he majored in Finance and graduated from the Mitte Honors Business program within the Kelley School of Business. After spending a decade in Chicago post college, Jake and his wife Kara decided to move back to the Hoosier state with their 3 children and plant new roots in early 2021. In his spare time, Jake is an avid golfer, sports fan, and varsity high school football coach (wide receivers).
Professional Experience
Over the past 15 years, Jake has worked in a variety of industries and started several of his own business ventures
- Private Wealth Management (JPMorgan Chase)
- Derivatives Trading (Liquid Capital Group)
- Real Estate (CARMEN Commercial Real Estate, Urban Growth Capital)
- DJW Consulting, LLC - Business Services Consultant - multiple industries served
- Manufacturing/Distribution Company with >$30mm in annual revenue
- Restaurant Group
- Buy-Here-Pay-Here Car Dealerships
- Real Estate Syndication
- Property Management (Office, Medical, Retail)
Education and Credentials
- Indiana University, Kelley School of Business - BS in Finance
- Mitte Honors Business Program
- Level I CFA Completed