Dan serves as a Wealth Manager for the firm. He is a part of the Financial Planning Team where he helps prepare detailed financial plans for our clients. He brings over a decade’s worth of experience in the financial services industry. Prior to joining WNY Asset Management, Dan was a Vice President at Citigroup, serving as a Senior Manager of Operations and Business Unit Manager covering Securitized Products. Dan is a CERTIFIED FINANCIAL PLANNER® professional and holds his Series 7, 66 and 99 licenses as well as Life, Accident and Health License. He attended Clarkson University where he received his Bachelor’s Degree in Interdisciplinary Engineering and Management.