How I can help you
Daniel handles operational duties and administrative tasks for new and established clients. From new account opening processes, to money movement requests, trade execution and ongoing account maintenance, Daniel provides extensive support to clients, and to financial advisors in their service to clients. Daniel also coordinates the Academy for Continuing Education program for our CPA clients and colleagues.
What makes me knowledgeable
Daniel recently graduated from the University of Vermont with a Bachelor of Science degree in Computer Science and Information Systems. In addition, Daniel took a number of accounting, business, finance and investment courses. He brings a technical eye to challenge our traditional methods, and offers a fresh perspective to our practice.
Getting to know me
Daniel has always been a “go-getter” and an outside-the-box thinker. He started his own business while in high school―Palmcoast Apparel. Daniel set up the business, designed and procured the clothing line, developed and maintained the website, and handled all marketing, accounting and administrative responsibilities. Daniel recently moved to Red Bank and enjoys the local, social scene. He loves to surf, snowboard and socialize with friends.