Daniel Demian

Director, Customer Experience at Albert

Daniel Demian has a diverse work experience in the financial industry. Daniel started their career in 2017 as an Investment Consultant at TD. In 2018, they worked at a Private Wealth Management Firm as a Private Equity professional and also as a Capital Markets Analyst at FormulaFolios. Since 2019, they have been working at Albert, starting as an Advisor and progressing to Senior Advisor and Strategy and Operations Manager in Customer Experience. Currently, they hold the position of Director, Customer Experience at Albert.

Daniel Demian obtained a Bachelor's Degree in Business Commerce from York University, where they studied from 2013 to 2017. Daniel also has additional certifications, including Bloomberg Market Concepts from Bloomberg LP in 2019 and Investment Funds in Canada from the Canadian Securities Institute (CSI) in 2016. Daniel has also obtained the Series 7 certification from FINRA in 2021. There is no specific information provided regarding the obtained month for any of the certifications or the year for the Series 63 and Series 65.

Links

Previous companies

TD Bank Group logo

Timeline

  • Director, Customer Experience

    2023 - present

  • Strategy And Operations Manager, Customer Experience

    2022

  • Advisor

    2019

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