Client Service Associate, RWM
Dan has previous client service experience in the Financial Services industry working at Morgan Stanley in New York. He has also worked for eVestment & Keystone Financial Services in Metro Atlanta during the past 10 years living in Georgia. Dan came on board at Reveille Wealth Management in November of 2021. Dan relocated to Peachtree City from his hometown of Merrick, New York in 2013. Dan and his daughter Lilly, along with their dog Ranger, reside in Peachtree City and enjoy attending outdoor activities in and around South Metro Atlanta. Dan also enjoys rooting on his favorite New York sports teams and attending games when they come to play in Atlanta.