Bluecrest Financial Alliances
Daniel J. Drabinski, CFA, MSFS, AEP, CEPA, CMT, CAP, RICP, serves as the Treasurer of the Board of Directors for CFA Society Dallas/Fort Worth as of June 2024 and is the Founder and CEO of Integrated Strategies, LLC, a business financial planning firm tailored to small and medium-sized private companies. With extensive experience in business and estate planning as the Agency Managing Director at Bluecrest Financial Alliances, Daniel advocates for executives and self-employed individuals, developing retirement and financial security strategies. Daniel's prior roles include Senior Credit Trader, Head of Distressed Trading, and Portfolio Manager at Highland Capital Management, and Head Trader at ORIX Capital Markets. Early career experiences included positions at Seaboard Ventures, Bear Stearns & Co., and various internships. Daniel holds a BS in Corporate Finance/Investments from Babson College, as well as multiple advanced financial designations.
Bluecrest Financial Alliances
At Bluecrest Financial Alliances, we strive to assist you in understanding your financial options in this ever-changing world. We start by assessing your financial situation and we listen to your needs and goals to learn more about your objectives. Then, we work as a team to create a financial strategy designed just for you and creating legacies along the way. Based in Dallas, we are a comprehensive financial services agency, with a clientele of thousands of local individuals, families, and businesses served through our network of financial professionals. ------ Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies. Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, Member SIPC (www.sipc.org). Supervisory Office: 14241 Dallas Parkway, Suite 1200, Dallas, TX 75254, Phone: 972-348-6300. Licensing: https://www.bluecrestfa.com/