Dan Szidon
Core Services Partner at Wipfli LLP | Milwaukee, Wisconsin, United States
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As the Core Services Partner at Wipfli LLP, Dan Szidon plays a pivotal role in shaping the firm’s strategic direction and delivering comprehensive financial solutions to clients across various industries. His leadership extends beyond traditional accounting to encompass a holistic approach that integrates data analysis, financial reporting, and management advisory services. With a deep expertise in GAAP, mergers and acquisitions, and business planning, Dan ensures that clients receive tailored insights that drive informed decision-making. His philosophy—that one must reconcile their emotions with data—underscores his commitment to providing objective, data-driven guidance while understanding the nuanced needs of each client.
In his current role, Dan oversees a team of professionals dedicated to core accounting and consulting services, including financial analysis, compliance, and operational improvements. He is instrumental in managing complex financial transactions, streamlining reporting processes, and advising on strategic growth initiatives. His experience in M&A transactions and financial management allows him to identify opportunities for value creation and risk mitigation, helping clients navigate challenging market conditions with confidence.
Dan’s expertise in leadership and business planning is complemented by his CPA credentials, enabling him to deliver comprehensive solutions that align with clients’ long-term objectives. His best advice—finding a way to say what needs to be said—reflects his transparent communication style and dedication to fostering trust and clarity. As a partner in charge of core services, Dan Szidon continues to drive excellence, leveraging his skills in financial analysis, management, and strategic planning to help clients achieve sustainable success.
Core Services Partner at Wipfli LLP in January 2019 to Present
Partner at Wipfli LLP in January 2002 to January 2019
Senior Manager, Senior Accountant at Wipfli LLP in January 1990 to January 2002
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Marquette University, Bachelor of Science - BS
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Leadership
Business Planning
Auditing
Strategic Planning
CPA
Data Analysis
Finance
Financial Reporting
Financial Analysis
Accounting
GAAP
Internal Controls
Mergers & Acquisitions
Partnership Taxation
Management Consulting
Management
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Discover more about Wipfli LLPWhat is Dan Szidon email address?
Email Dan Szidon at [email protected]. This email is the most updated Dan Szidon's email found in 2026.
How to contact Dan Szidon?
To contact Dan Szidon send an email to [email protected]. (updated on May 16, 2025)
What company does Dan Szidon work for?
Dan Szidon works for Wipfli LLP
What is Dan Szidon's role at Wipfli LLP?
Dan Szidon is Core Services Partner
What is Dan Szidon's Phone Number?
Dan Szidon's phone (414) ***-*289
What industry does Dan Szidon work in?
Dan Szidon works in the Accounting industry.
Dan Szidon Email Addresses
Dan Szidon Phone Numbers
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