Daniel is an Associate in the New York office, where he assists Wealth Management advisors with the onboarding of new clients, transaction and account-related requests, ongoing client interaction and the preparation of periodic financial reports.
Prior to joining Cerity Partners full time, Daniel worked as a summer finance intern over three years at Morgan Stanley, working closely with the firm’s Wealth Management advisors. During his internship, Daniel gained advisory and analytical experience in addition to completing both the FINRA Security Industry Essentials exam and Bloomberg certification.
Daniel earned his Bachelor of Science degree in Finance from Fairfield University.
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