Dan Carraher of San Rafael’s Costello and Sons Insurance wins CFO Award

Dan Carraher

Chief financial officer

Costello and Sons Insurance Brokers, Inc.

1752 Lincoln Ave., San Rafael, CA 94901

415-257-2140

www.costelloandsons.com

Age: 62

Employees: 30

Professional background: CPA, public accounting and in multiple private industries. Adjunct faculty at Domincan University of California and University of Phoenix.

Education: MBA, Golden Gate University, San Francisco

Contributing author: “What Do You Do When a Company Cannot Afford a CFO and You Have a Systems Conversion” chapter in the book “Tips From Top Financial Officers: What Your Finance Team Needs to Know”

Notable Quote: “New technologies will require new underwriting risk assessment (drones, self-driven vehicles, aging population, economic reaction to upcoming election).”

Other things about me...

What is a decision you wish you hadn’t made? What did you learn from it?

“When I was younger, and before the internet and email and social media, it was more of an effort to maintain contact. As I changed jobs, including geographical moves, I was selective in which relationships I maintained. I would have preferred to maintain relationships on a broader scale.”

What was your toughest business decision?

“Reorganizing and cutting staff in a downturn, ultimately leading to my departure, which I also recommended.”

Quick Takes

Most admired businessperson outside the company…Warren Buffet. He combines long-term view of industry potential, future economic conditions, and invests in people!

Current reading… “Creative, Inc. –the story of Pixar and Steve Jobs”

Most want to meet… Warren Buffet

Stress relievers…Trumpet, teaching in college, family

Favorite activities outside work…Trumpet, biking, Giants…and now Warriors; married 42 years…to my kindergarten sweetheart.

Dan Carraher

Chief financial officer

Costello and Sons Insurance Brokers, Inc.

1752 Lincoln Ave., San Rafael, CA 94901

415-257-2140

www.costelloandsons.com

Age: 62

Employees: 30

Professional background: CPA, public accounting and in multiple private industries. Adjunct faculty at Domincan University of California and University of Phoenix.

Education: MBA, Golden Gate University, San Francisco

Contributing author: “What Do You Do When a Company Cannot Afford a CFO and You Have a Systems Conversion” chapter in the book “Tips From Top Financial Officers: What Your Finance Team Needs to Know”

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