Overview
Dan is a Trader at Aprio’s Wealth Management team and works with the firm’s wealth management advisors and clients. He brings years of experience, considered reliable and always has a positive attitude. Dan is well-known for his problem-solving ability and ability to collaborate and support his teammates.
Experience
Before joining Aprio, Dan worked for a small company, handling responsibilities from customer service and paperwork to maintaining investment models, managing portfolios, and conducting investment research. This experience made him well-rounded in multiple areas. Dan learns quickly and prioritizes time-sensitive tasks, making him a valuable colleague.
Education & Affiliations
Dan earned an Associate in Accounting degree from Johnson County Community College in 1998 and has been in the industry since.