Dan is a Planning Strategist for Alliance Global Partners.
His responsibilities are to assist the Wealth Mangers and Senior Planning Strategists with identifying and implementing Financial Planning strategies as well as enhancing client experiences by handling service interactions.
Dan is a graduate of Lander University. His previous employments as a Manger and Supervisor have helped him develop organizational and leadership skills that have prepared him well for the Financial Services Industry.
Away from work Dan enjoys spending time with his fiancée Anna. He is a lifelong soccer player having played for his university team. He is also an avid golfer and enjoys staying healthy doing CrossFit.