Daniel Hersey Email and Phone Number

Dan is a graduate of the University of Miami Herbert Business School with a background in marketing and finance, who seamlessly transitioned into the wealth management field as an internal analyst. With a diverse skill set honed through academic and professional experiences, Dan brings analytical insights and creative flair to every project. His natural curiosity, coupled with a strong desire to learn and develop skills, fuels his professional success. Dan's collaborative spirit and initiative make him a valuable asset to his company, where he contributes to wealth management strategies by analyzing potential opportunities and providing insights into client behavior. He’s excited to continue making an impact in the industry and is always up for an interesting challenge.