Financial Advisor & Technology Specialist
Dan is responsible for implementing advanced technology platforms for both the team at Veritas and for our valued clients. Dan helps ensure our clients have a seamless experience with the Veritas Client Portal and is always available to provide support to our clients as needed.
In addition to his focus on technology, Dan has a strong business acumen and helps strategize various business operations and processes to make sure we are always offering our clients the best experience possible.
Prior to joining Veritas, Daniel began his financial career at Putnam Investments in 2018 where he worked in the Business Intelligence Department as a Business Analyst.
Daniel graduated Cum Laude from the University of Massachusetts Lowell in 2020 with a Bachelor’s Degree in Finance. Currently, Dan is pursuing a Master’s Degree in Finance at the University of Massachusetts Lowell where he has helped their Graduate Student Fund’s portfolio outperform all other competing schools in 2020.
During his free time, Dan enjoys practicing Brazilian Ju Jitsu and playing the bass guitar.