Dan has been with UBS Financial Services Inc. since 2008 and is a graduate of Columbia University's ACPM Program earning the Certified Portfolio Manager designation. He began his career as a Financial Advisor 20 years ago. Dan maintains his series 7, 9,10, 65, 63, 31 and Life Insurance Licenses. Throughout his career, Dan has been an Assistant Branch Manager where he supervised Senior Wealth Advisors and has been responsible for the hiring and training of new Financial Advisors. Dan has thrived to set goals and build relationships by focusing on designing customized planning strategies for his clients. Dan's passions include supporting numerous charitable organizations, public service, and various fraternal organizations. He enjoys spending time with family and friends and playing golf, tennis and squash.

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