Client Care Associate
My NET WORTHWHILE™ is helping clients meet their account-level objectives via simple, accurate, and efficient solutions.
As a client care associate, Daniel ensures that SignatureFD clients receive exceptional service by responding to inquiries, assisting with asset movements, and maintaining accurate portfolio accounting records. Daniel collaborates with investment advisors and financial planners to provide comprehensive account support services with a sharp focus on detail. He is passionate about facilitating client requests with precision and speed.
Daniel has extensive experience in building and maintaining client relationships. Prior to joining SignatureFD, he worked at Boulegeris Investments as a Director of Operations, where he supported the development of all client portfolios. He has a bachelor’s degree in Liberal Studies in the Great Books from Saint Anselm College.
Daniel served as Treasurer of the Midway Woods Neighborhood Association for many years and coaches youth soccer teams.