Client Service Associate
Daniel is a client service associate at Taurus Financial in Spring 2022. He is primarily responsible for providing assistance to LPL Financial Advisors in setting up a retirement plan. He is also actively collaborate with his colleague on a day-to-day basis to provide support to other business segments at Taurus Financial. Daniel's ultimate goal is to provide outstanding customer service to the clients and help improving the business results at Taurus Financial.
Prior to Taurus Financial, Daniel earned his Master of Science in Global Finance at Fordham University Gabelli School of Business and his Bachelor’s degree in Finance at Miami University Oxford.