Dan Zellner
Chief Financial Officer and Shareholder at LZ Management Company, LLC | Greater Madison Area
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Dan Zellner serves as the Chief Financial Officer and Shareholder at LZ Management Company, LLC, where he leverages his extensive financial acumen to drive strategic growth and operational efficiency across a diverse portfolio of real estate assets. With a rich background spanning multiple industries—including real estate, lending and project finance, manufacturing, food and beverage, oil and gas, and renewable energy—Dan has honed his expertise in financial structuring and analysis, making him a pivotal figure in the firm’s financial operations.
At LZ Management, Dan is instrumental in overseeing the financial health of the company, which includes managing properties that encompass over 800 beds of student housing, market-rate apartments, and commercial office spaces. His deep understanding of the New Market Tax Credit (NMTC) program allows him to effectively guide private companies in accessing these vital funding opportunities, thereby enhancing their capacity for growth and development. Dan’s proficiency in US GAAP, coupled with his CPA credentials, ensures that all financial reporting and auditing processes adhere to the highest standards of accuracy and compliance.
Currently, Dan is spearheading key projects that focus on optimizing financial performance and maximizing asset value within the company’s real estate portfolio. His hands-on approach to due diligence and financial accounting not only mitigates risks but also positions LZ Management for sustainable success in an ever-evolving market. Through his leadership, Dan continues to foster a culture of financial excellence, driving innovation and strategic initiatives that align with the company’s long-term vision.
Chief Financial Officer and Shareholder at LZ Management Company, LLC in January 2014 to Present
Manager Transaction Services at Baker Tilly Virchow Krause, LLP in June 2011 to April 2015
Senior Accountant at Baker Tilly Virchow Krause, LLP in June 2009 to June 2011
Staff Accountant at Baker Tilly Virchow Krause, LLP in June 2006 to June 2009
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Real Estate Financing
Tax Credits
Financial Structuring
Financial Modeling
Corporate Finance
Project Finance
GAAP
Financial Analysis
New Markets Tax Credits
Accounting
CPA
Tax
Renewable Energy
Due Diligence
Financial Reporting
Internal Controls
Auditing
Financial Accounting
Sarbanes-Oxley Act
Finance
US GAAP
Budgets
Real Estate Development
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What is Dan Zellner email address?
Email Dan Zellner at [email protected] and [email protected]. This email is the most updated Dan Zellner email found in 2026.
What is Dan Zellner phone number?
Dan Zellner phone number is +16088277003.
How to contact Dan Zellner?
To contact Dan Zellner send an email to [email protected] or [email protected]. If you want to call Dan Zellner try calling on +16088277003. (updated on October 29, 2024)
What company does Dan Zellner work for?
Dan Zellner works for LZ Management Company, LLC
What is Dan Zellner's role at LZ Management Company, LLC?
Dan Zellner is Chief Financial Officer and Shareholder
Dan Zellner Email Addresses
Dan Zellner Phone Numbers
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