Fundraising Fox

Dan Lewis

Investor

Operating Advisor at JMI Equity

Denver, Colorado, United States

Find your path to Dan

343 people in our graph share verified history with Dan — schools, employers, funds. One of them is your warm intro.

A.J. BertoneunlockedDan: together at U.S Army (2013)
×2Dan: together at U.S Army
×7Dan: together at JMI Equity
×2Dan: together at University of Denver

About

The name in the profile is inconsistent—the header lists "Dan Lewis" while the About section identifies the person as "Avanti Shetye"—but the following bio uses the details provided. Avanti Shetye is a CFA charterholder and CFP® professional who founded Wealthwyzr LLC, a fee-only fiduciary financial planning firm based in Maryland. The firm works with high-net-worth retirees, pre-retirees, and high-earning professionals, focusing on retirement income design, Roth conversion and tax strategy, equity compensation planning, portfolio construction, and financial transition planning. Shetye also serves as Senior Director of Investment Operations and Compliance at TEDCO.

Experience

  1. CantoApplied AI & Data Engineercurrent2026 — presentDenver, Colorado, United States
  2. JMI EquityOperating Advisorcurrent2025 — presentDenver, Colorado, United States
  3. SovrnData Analyst2025Boulder, Colorado, United States
  4. SovrnData Analyst2023 — 2024Boulder, Colorado, United States
  5. SovrnFP&A Analyst2023Boulder, Colorado
  6. University of Denver - Daniels College of BusinessBIA Department Graduate Assistant2023 — 2024Denver, Colorado, United States
  7. Secure Shield Enforcement SolutionsSecurity Lead and Firearms Instructor2018 — 2023Denver Metropolitan Area
  8. SovrnFinance and Accounting2022Boulder, Colorado
  9. U.S ArmySection Leader2017 — 2018
  10. U.S ArmyTeam Leader2014 — 2017Colorado Springs, Colorado
  11. U.S ArmyAnti-Armor Specialist2013 — 2014Colorado Springs, CO

Skills & more

Deep LearningArtificial Intelligence (AI)Machine LearningForecastingData VisualizationLarge Language Models (LLM)Linear RegressionExploratory Data AnalysisOptimizationStatisticsHypothesis TestingStatistical Data Analysis
+12 moreNatural Language Processing (NLP)Text MiningData MiningPerformance DashboardsPersonnel ManagementMilitary TrainingMilitary Weapons HandlingMilitary LeadershipRetrieval-Augmented Generation (RAG)PEFTTableauInterpersonal Communication
  • IT Specialist: Databases — Certiport - A Pearson VUE Business
  • Word — Microsoft
  • Microsoft Office Specialist: PowerPoint Associate — Microsoft
  • Microsoft Excel (Microsoft 365 Apps and Office 2019) — Microsoft

From Dan's professional profile.

Colleagues at JMI Equity

AJ Hull
Associate at JMI Equity
Alex Giummo
Associate at JMI Equity
Alex Raines
Senior Associate at JMI Equity
Alexandra Filipova
Analyst at JMI Equity
Alexandra Noack
Executive Assistant at Whitecap Venture Partners
Alia Piccinni
Analyst at JMI Equity
Anastasiya Pasheyeva
Vice President at JMI Equity
Andrew Mosawi
Operating Advisor at JMI Equity

Frequently asked questions

Who is Dan Lewis?
The name in the profile is inconsistent—the header lists "Dan Lewis" while the About section identifies the person as "Avanti Shetye"—but the following bio uses the details provided. Avanti Shetye is a CFA charterholder and CFP® professional who founded Wealthwyzr LLC, a fee-only fiduciary financial planning firm based in Maryland. The firm works with high-net-worth retirees, pre-retirees, and high-earning professionals, focusing on retirement income design, Roth conversion and tax strategy, equity compensation planning, portfolio construction, and financial transition planning. Shetye also serves as Senior Director of Investment Operations and Compliance at TEDCO.
Where does Dan Lewis work?
Dan Lewis is Operating Advisor at JMI Equity.
Where did Dan Lewis go to school?
Dan Lewis studied at University of Denver (Master of Science - MS, Business Analytics); University of Denver (Bachelor of Science - BS, Finance & Accounting).

Same school

Also attended University of Denver89

Josh KushnerFounder & CEO of Thrive CapitalIsabelle SmithEvents Coordinator at HeavybitRiley PowersSenior Accountant at Congruent VenturesArnold WhitmanManaging Director at Generator VenturesArmando AlvarezFinance Manager at Westlake Village BioPartnersKelci JonesMarketing/Investor Relations at Varana

+ 83 more

Shared employers

Also worked at Canto1

Beth GostanianVP, Product, Canto at The 98

Also worked at Sovrn9

Greg MartinPartner at Archer Capital GroupPeter RoshkoGeneral Partner at Boulder VenturesTim ConnorPartner at NewView CapitalDenise RossInvestor at At One VenturesJesse DemmelChief Technology Officer at EnergySavvyWalter KnappChief Executive Officer at Sovrn

+ 3 more

Also worked at University of Denver - Daniels College of Business3

Bill PowellCo-Founder & Managing Partner — IC Chair at Anthropy PartnersStephen MartinGlobal Risk and Compliance Officer at CrusoeCollin WaplesSenior Accountant at Revelstoke Capital Partners

Also worked at U.S Army334

A.J. BertoneExecutive Vice President, Investments at In-Q-TelJesse RobbinsFounder and Investor in AI Developer ToolsAndrew ForysiakOwner, AJF and Associates at Riphean InvestmentsAaron StachelPartner at FirstMile VenturesBen FawEntrepreneur-in-Residence at Context VenturesTim HsiaFounder at Context Ventures

+ 328 more