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St. Louis 1401 South Brentwood Boulevard, Suite 200 St. Louis, MO 63144
Dan is a portfolio manager at CIBC National Trust Company with more than 16 years of industry experience. In this role, he is responsible for managing investment portfolios and generating financial plans for high net worth clients as well as handling compliance and regulatory issues.
Prior to his current role, Dan served as a retail banker with CIBC Bank (formerly The PrivateBank) where he assisted banking clients with their day to day banking and financial needs.
Dan holds a bachelor’s degree in accounting from Purdue University.
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