Daniel graduated from Canisius University in Spring of 2025 with a Bachelor of Science in both Economics and Finance. With a background in investment research and analysis, he joined SFG's investment operations team as an associate after graduating. Daniel specializes in SIMPLE IRA administration and investment account services. In his free time, Daniel enjoys playing hockey and golf, as well as spending time with friends and family.
Licenses and Registrations
- FINRA SIE designation
- FINRA Series 7 (General Securities Rep) Registration