Director of Investor Relations
Daniel L. Torgerson, Director of Investor Relations, has been with Affordable Equity Partners, Inc. (AEP) for over a decade. Dan works with all types of investors, specializing in insurance company clientele. In his position, he has helped clients achieve state tax savings that exceed $300 million dollars.
Before joining AEP, Dan was part of PricewaterhouseCoopers LLP’s Insurance Tax Consulting Group where he led, or was directly involved with, a team that helped insurance clients save in excess of $35 million dollars on their state and local taxes. From 2000 through 2004, he helped author the National Association of Independent Insurers’ State Tax Guide, along with reviewing and editing the State Taxation section of the Insurance Accounting and Systems Association’s (“IASA”) Property and Casualty Textbook. He has practiced in the multi-state tax area for over eighteen years and has been a guest speaker at numerous events covering a variety of topics concerning tax, accounting, investment and regulatory issues for the insurance industry and others.
Dan graduated from the Carlson School of Management at the University of Minnesota, Minneapolis, with a Masters of Business Taxation degree.
In addition to his work with AEP, Dan had a distinguished career in the United States Army as a structures specialist. He was awarded numerous honors, including: two Army Achievement Medals, two Army Commendation Medals, the Good Conduct Medal and several Army Certificates of Achievement.
Dan currently sits on two committees that organize the IASA’s annual conference and participates regularly in such organizations as the National Association of Insurance Commissioners, the Property Casualty Insurers Association of America, the American Council of Life Insurers and the Associated Industries of Missouri.