Dan Petterson
Dan Petterson
Adjunct Faculty
Division of Continuing Professional Studies
Affiliated with CPS, Robert P. Stiller School of Business
Biography

Dan Petterson is a Certified Public Accountant (CPA), licensed in the State of Vermont and is a member of the American Institute of Certified Public Accountants and the Vermont Society of Certified Public Accountants. Dan is also a Certified Financial Examiner (CFE) and a Senior Professional in Insurance Regulation (SPIR).  He is currently working for the Vermont Division of Captive Insurance as Director of Financial Examinations where he leads a group of 25 examiners responsible for ensuring that Vermont Captive Insurance companies are operating responsibly and in accordance with applicable rules and regulations. Before his transition to the Vermont Division of Captive Insurance, Dan spent four years with the Vermont Division of Insurance regulating traditional insurance companies as an Administrative Insurance Examiner. 

Prior to his work for the Vermont Division of Insurance, Dan worked several years in public accounting where he spent most of his time auditing financial service clients throughout New England. Most recently Dan worked for PricewaterhouseCoopers out of their Montpelier, VT office where he focused primarily in the insurance industry.  Dan received an undergraduate degree in accounting from Castleton State College and a Masters in Business Administration from the University of New Hampshire.

Professional Experience

Director of Captive Examinations/Chief Examiner (2010-current)

  • State of Vermont Division of Insurance, Montpelier, VT
  • Direct the operations of the examination and surveillance functions of the Captive Insurance Division

Administrative Insurance Examiner (2006-2010)

  • State of Vermont Division of Insurance, Montpelier, VT
  • Plan, assign, schedule and supervise financial examinations of insurance companies in accordance with statutory requirement

Senior Auditor (2004-2006)

  • PricewaterhouseCoopers, LLP., Montpelier, VT
  • Planned, organized, performed and reviewed financial audits of insurance companies

Staff Auditor (1999-2002)                    

  • Shatswell, Macleod and Company, P.C., W. Peabody, MA 
  • Performed attestation engagements for New England based banking institutions

Education
Castleton State College, Bachelor of Science
University of New Hampshire at Manchester, Master of Business Administration
Professional Designations
  • Certified Public Accountant (CPA)
  • Certified Financial Examiner (CFE)
  • Senior Professional in Insurance Regulation (SPIR)

Professional Associations
  • Vermont Society of Public Accountant
  • American Institute of Certified Public Accountant
  • Society of Financial Examiners