Daniel Cronin

Daniel Cronin is the current Head of Sales at Allocate. Prior to this, they were the Managing Director-Schwab Advisor Services-Relationship Management from January 2018 to December 2021. Before that, they were the Division President at TruClarity Management Solutions from January 2017 to December 2018. Daniel has also held the positions of Senior Vice President at iCapital Network from January 2014 to December 2017 and Senior Sales, Asset Manager Segment at Fidelity Investments from October 1998 to December 2008.

Daniel Cronin has a BA in Economics from UMass Boston and is certified from FINRA in Series 7, 9, 10.

Their manager is Samir Kaji, CEO. They work with John Felix - Director of Research & Diligence, Matt Gittlitz - Head of Product, and Coleman Miller - Head of Financial Product Operations.