
Meet TriPeak


Tripeak Group Team
Meet the TriPeak Team
We’re a close-knit group of finance professionals with deep experience across Wall Street, private equity, venture capital, real estate development, and public markets. Our team holds a range of credentials — MBAs, CPAs, FINRA licenses, master’s degrees in accounting and modeling — and every member brings something unique to the platform.
We work remotely from across the U.S., but we stay tightly connected. For better or worse, every client has our co-founders’ personal cell numbers — and yes, they use them. We’re here to make sure you have support when you need it, not just during business hours.
We prioritize client service, but we’re also proud of the culture we’ve built. We’re a family-friendly team that supports flexibility and balance, and we come together in person 2–3 times a year for client visits, team meetups, and a little fun along the way.

Dan Gilman
Co-Founder & CEO
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Beth Cronin
Co-Founder & CEO

Rho Blank
Principal

Dennis Wagner
Senior Manager

Erik Trooien
Senior Associate

Michael Bautista
Associate

Sandy Paniagua
Associate

Bernalyn Panganiban
Associate

Contact Us
Join TriPeak Team
We're always interested in meeting qualified candidates with a background in Accounting and Fund Administration. Send us your resume - we'd love to talk with you!





