Daniel has over seven years of experience in the financial services industry, working primarily with high net worth investors. He graduated from the Robert H. Smith School of Business with a Master of Business Administration and has a Bachelor of Science from William & Mary. During his time in the industry, he has extensive experience evaluating and utilizing alternative asset classes, including private placements, limited partnership programs and private equity. He holds professional designations including Series 7, Series 66, Life and Health, Variable Contracts, and Property and Casualty licenses. Daniel is studying to obtain his CFP. While not hard at work, you can find Daniel mentoring youth through his church.