Senior Client Care Associate
My NET WORTHWHILE™ is being a reliable source of quality in an ever-changing world.
Dan believes that everyone deserves quality service, especially regarding their financial health. His parents instilled in him a strong work ethic, and he takes pride in helping clients benefit from the generationally positive effects of holistic financial services. Dan applies common sense and honest, open communication to his Senior Client Care Associate and Pod Leader role. He provides comprehensive account support services, including daily operations and research, portfolio accounting and reporting, and liaison functions. As Pod Leader, Dan is responsible for the workflow coordination and coaching of an internal Client Care sub-team. He also serves as the Fidelity Investments subject matter expert for the Client Care team.
Prior to joining Signature FD, Dan served as a Senior Client Care Coordinator and Process Improvement and Initiatives Lead at Homrich Berg. He supported a team of six in the family office business unit, specializing in complex portfolios of ultra-high-net-worth individuals. He has nearly twenty years of experience in direct client support, call center management, operations management, quality assurance, process improvement, and training and development.
Dan was born and raised in Detroit and attended Western Michigan University. He has been a sustaining member of National Public Radio for over 20 years. His philanthropic involvement includes Open Hand Atlanta, LifeLine Animal Project, Trees Atlanta, and The Georgia Beekeepers Association.SAVE AS PDF
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if SignatureFD is engaged, or continues to be engaged, to provide investment advisory services.