As a Financial Analyst, Daniel provides asset allocation and money manager analysis. He also provides MLP team support and performance and spreadsheet analysis, in addition to client support.
Daniel began his professional career in Business Development at Merrill Lynch. After completing his internship, he became an Assistant Financial Advisor at Morgan Stanley. Prior to joining Telemus, Daniel was employed by UBS Financial Services as a Financial Analyst where he performed derivative trading analysis, asset allocation analysis and money manger analysis, among other things.
Daniel studied abroad for several months in Lyon, France. He then attended Rice University in Houston, TX where he graduated with honors with a Mathematical Economic Analysis degree. While at Rice, Daniel was a member and CFO of the Rice Entrepreneurial Club. |