Daniel is responsible for the administration of all shareholder IRA accounts. Dan holds both the CRPS and CISP retirement plan certifications. Previously, he worked for State Street Bank and Trust as a Corporate Actions Specialist and BNY Mellon as the IRA Supervisor in UIT Shareholder Services. Dan lives in Norton, Massachusetts with his family and has been with Northeast since 2006.
Mount Saint Mary College and holds CISP and CRPS certifications