Client Services Administrator
Daniel joined the RIA team in December 2021. Prior to joining the team, in 2019, he started working at Invesco in the North American Transfer Agency’s mutual fund client services department. While there, he not only managed client’s accounts but also quickly became part of a specialized team that trained new hires and coached them to succeed. Daniel now focuses on new client onboarding with other general duties within the RIA team. He currently holds a Series 6 license.
Daniel is a native Houstonian and a graduate of Strake Jesuit College Preparatory. He graduated from the University of Houston, cum laude, with a Bachelor of Science degree in Economics and a minor in Business Foundations. He is married with two children, and they currently reside in Cinco Ranch. In his free time, Daniel loves to spend time with his family, fly drones, play video games, and maintains half a dozen planted freshwater aquariums in his home.