Markets · Operations · Technology

Dan Gorghuber

Closing the gap between markets and the people who depend on them.

CMT (former) 10+ Years Portfolio Management Commodity Markets AI Systems

I've spent my career at the intersection of markets, operations, and technology — from managing institutional portfolios to brokering commodities for Midwest farmers to building AI-powered systems at a SaaS startup.

It started at Bell Bank, where I was part of a team managing $5B in assets for high-net-worth clients. Then I moved to the other side of the table as a commodity broker, working directly with farmers and producers across the upper Midwest. Soybeans, corn, wheat, cattle, crude — I helped them manage risk through futures and options, translating market complexity into decisions they could act on.

That experience showed me how broken the tools were. The people closest to the markets had the worst infrastructure. So I moved into technology — first streamlining trade operations at a wealth advisory firm, then as Director of Operations at Miiflo, where I've built AI-powered systems, a risk management dashboard, and the operational backbone for a growing SaaS company.

The thread through all of it: I find the gap between what markets are doing and what the people in them actually need, then I build the system to close it.

"Study to be quiet, mind your own business, and work with your own hands." — 1 Thessalonians 4:11
Director of Operations Jan 2025 – Present
Miiflo · Fort Collins, CO (Remote)
  • Designed and built a comprehensive admin dashboard and risk management portal — valued at $250K+ in equivalent development costs
  • Built AI-powered automation: daily team briefings, intelligent Slack assistant, automated task workflows, cross-platform notifications
  • Manage model portfolios: strategy backtesting, performance auditing, model sleeve oversight
  • Lead operations for a team of 4 with 1-2 direct reports

Early team member since near-inception. Miiflo builds risk management tools for financial advisors, and Dan owns the operational and technical infrastructure that keeps the company running.

The dashboard wasn't a pre-planned project — Dan identified the gap in internal tooling, taught himself the stack (Node.js, Supabase, Netlify), and built it from scratch. The CEO valued it at $250K+ because getting equivalent functionality from a development agency would have cost that or more.

The AI systems are similarly self-built: a Slack bot that synthesizes daily briefings from Notion, email, and calendar data; automated task workflows that parse meeting notes into actionable items; and a notification infrastructure that routes alerts across Slack, email, and webhooks.

This role is where all three pillars converge: market expertise (model portfolio management), operations (team leadership, process design), and technology (building production systems from scratch).

Analyst Mar 2022 – Oct 2024
Client First Tax and Wealth Advisors · West Bend, WI
  • Operations analyst supporting trading and portfolio management teams
  • Executed trades, managed model sleeve allocations, reconciled portfolio data
  • Delivered client-facing educational presentations on investment methodology

This role bridged Dan's commodity brokerage experience with his eventual move into SaaS operations. Working at a tax-focused wealth advisory firm gave him exposure to a different client base (HNW individuals vs. agricultural producers) and a different operational model (advisory vs. brokerage).

The workflow improvements he made here planted the seed for the operational systems thinking he'd later bring to Miiflo. He saw firsthand how manual processes in trade execution and data reconciliation created unnecessary friction and risk.

Marketing Specialist Jul 2018 – Feb 2022
Van Ahn & Company · Alexandria, MN
  • Managed a personal book of ~20 farmer and producer clients across the upper Midwest
  • Risk management through futures and options: soybeans, corn, wheat, cattle, hogs, crude oil
  • Specialized in high-probability option selling strategies — reframed client thinking from speculation to systematic outcomes
  • Former clients still reach out years after departure seeking advisory services

This was the formative role. Dan worked directly with farmers managing operations from 250 to 7,500 acres, helping them hedge crop and livestock exposure. Orders cleared through RCG Chicago.

The real skill wasn't execution — it was behavioral coaching. Agricultural producers face enormous emotional pressure during volatile markets. Dan's job was to keep them disciplined: stick to the plan, manage risk systematically, don't chase markets on fear or greed. He became a trusted advisor, not just a broker.

The option selling specialization was distinctive. Rather than speculative directional bets, Dan built strategies around selling premium — harvesting time decay with high-probability setups. This required deep understanding of both the technical (Greeks, volatility surfaces) and the practical (crop cycles, basis risk, delivery logistics).

This experience is what makes Dan rare in tech: he doesn't just understand markets theoretically. He's sat across the kitchen table from a farmer deciding whether to hedge next year's crop, and he knows what information they actually need vs. what the tools give them.

Technical Analyst 2017 – 2020
ETFGuide.com · Fargo, ND
  • Published weekly technical analysis reports and premium monthly research letters

Dan wrote market analysis for a subscriber-based financial media platform while simultaneously brokering commodities at Van Ahn. This dual role sharpened his ability to translate complex market dynamics into clear, actionable writing — a skill that shows up in everything from his Slack briefing systems to client presentations.

Portfolio Manager Jun 2015 – Jun 2018
Bell Bank · Fargo, ND
  • Member of a 4-person team managing $5B in assets for high-net-worth clients
  • Executed trades of $25M+ per position across equity, fixed income, and alternatives
  • Supported CIO on dividend portfolio strategy; built financial models and backtested strategies

Dan started at Bell Bank as a teller in December 2013 while completing his finance degree at NDSU. He progressed through a wealth management internship to a full Portfolio Manager role in under two years — a trajectory that reflected both capability and initiative.

On the team, he collaborated with trust and retirement officers on asset allocation and economic forecasting. The CIO mentorship gave him institutional-grade thinking about portfolio construction, risk budgeting, and the discipline of managing other people's money at scale.

This is where Dan's market foundation was built. The combination of a CMT designation, $5B AUM exposure, and hands-on backtesting work gave him a quantitative and systematic approach to markets that he carried into every subsequent role.

North Dakota State University 2011 – 2015
B.S. Finance
  • President, Student Managed Investment Fund (Bison Fund) — led 15 students managing a $1.3M live portfolio
  • Advisory Board Member (2015–present)
  • #1 National Collegiate Trading Champion — Invoost, Nasdaq 100 day trading competition (2013)
Chartered Market Technician (CMT) — formerly designated Series 3 — passed, formerly licensed Bloomberg: Equity, FX, Commodities
Strong
Technical & Fundamental Analysis
Risk Management & Hedging
Option Selling Strategies
Futures/Options Execution
Portfolio Management
Model Backtesting & Auditing
Process Design & Optimization
Team Leadership
AI Workflow Automation
Dashboard & Tool Development
Moderate
Web Development (Node.js, JS)
Database Design (Postgres)
API Integrations
Financial Modeling (Excel)
Client Advisory & Education
Technical Writing
Growth Areas
Consumer Product Development
Mobile Development
Enterprise Sales
Formal Software Engineering
ML Model Training
Is there a fit?

Paste a job description below. The AI will analyze it against my actual experience and give you an honest assessment — including where the fit is weak. This saves both of us time.

Ask AI about Dan
Ask AI about Dan
Powered by real experience, not marketing copy

Hi! I'm an AI trained on Dan's professional experience. Ask me anything — about his background, skills, how he works, or whether he might be a fit for a role you're hiring for. I'll be specific and honest.