Dan is a member of our national accounts team, responsible for relationship management across key partner firm relationships. He assists with managing client accounts, addressing inquiries, and facilitating smooth communication between clients and investment professionals.  With more than a decade of investment experience, his knowledge and commitment to client service contribute to building long-term relationships and supporting clients in reaching their financial goals.

Previously, Dan was a national accounts analyst, providing support to our national accounts and advisory sales teams, with a focus on resource development and platform guidance.

Dan graduated with a BS from Villanova University and holds the Series 6 and 63 Licenses with FINRA.