As a graduate of Fordham University’s Gabelli School of Business, Dan has taken his education in Finance and Business Administration into the investment advisory industry with five years of client service. He continued his finance and economics education with FINRA registrations (Series 7 and Series 66, held with LPL Financial) as well as insurance licensing that allows him to provide well-rounded advice and service to clients of Multop Financial and Clarity Capital. Dan has worked on the trading desks and research teams of major U.S. financial institutions and now looks forward to being part of the personalized service department where he can work face to face with financial planning clients, assisting with their on-going account management and long term retirement planning. As a recreational, yet avid golfer, Dan enjoy his time on the Sudden Valley Golf Club Men’s League and goes back to his American-Italian roots with a Chicago style pizza whenever the craving hits.
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