Daniel Shapiro, CPA

Overview

Daniel Shapiro holds a Bachelor of Science in Accounting and Finance from Tulane University's A.B. Freeman School of Business[10]. Shapiro serves as Chief Financial Officer at PolicyFly[1][3] and as Founder and Principal of Upslope CFO[4], positions held concurrently since April 2016 and April 2018 respectively[3][4]. Shapiro also works as Partner for Finance and Deal Execution at Discretion Capital, a role held since January 2019[2]. Prior experience includes serving as Chief Operating Officer and Chief Financial Officer at Coney Island Prep from May 2013 to July 2016[5], and as Chief Financial Officer there from May 2011 to April 2013[6]. Earlier positions included Network Finance Associate at Success Academy Charter Schools from December 2009 to April 2011[7], Program Coordinator at East Bali Poverty Project from October 2008 to August 2009[8], and Senior Associate at Grant Thornton LLP from June 2006 to August 2008[9].

Career history

1. DCPartner, Finance and Deal ExecutionJan 2019 to presentDiscretion Capital
2. Chief Financial OfficerApr 2018 to presentPolicyFly
3. UCFounder and PrincipalApr 2016 to presentUpslope CFO
4. CIChief Operating Officer / Chief Financial OfficerMay 2013 to Jul 2016Coney Island Prep
5. CIChief Financial OfficerMay 2011 to Apr 2013Coney Island Prep
6. Network Finance AssociateDec 2009 to Apr 2011Success Academy Charter Schools
7. EBProgram CoordinatorOct 2008 to Aug 2009East Bali Poverty Project (EBPP)
8. GTSenior AssociateJun 2006 to Aug 2008Grant Thornton LLP

Education

1. Bachelor of Science (B.S.), Accounting and FinanceTulane University·A.B. Freeman School of Business