In his role as Business Systems and Analytics Manager, Daniel manages the Business Systems operations team and supports Prio’s advisors, relationship managers, and members of the operations team. From an operational standpoint, Daniel oversees the platforms responsible for portfolio management and client reporting. Daniel joined Prio in 2019 as a Business Analyst, and is a member of Prio’s Operations Committee.
Prior to joining Prio Wealth, Daniel was a Business Analyst at Citizens Bank Wealth Management for five years. He began his career in financial services working at Boston Private Bank. He is a graduate of Bryant University.
Daniel resides in Weymouth, Massachusetts with his wife, son, and dog. His personal priorities include cooking, reading great books, and traveling with his family.