Daniel Pak is a seasoned financial services professional currently serving as a Senior Specialist (POCA) in Managed Investing Services, where they deliver exceptional service and guidance to clients. They previously held positions at Charles Schwab, where they achieved multiple Excellence in Service Awards and completed extensive training in financial topics. Daniel co-founded Midtown Dev Shop, LLC and has worked in various technology roles, including as a software developer and UX designer. They are pursuing a CFP designation while having earned certifications in Full Stack Web Development, JavaScript, and finance essentials. Daniel holds a degree in Biology from St. John's University and continues to expand their expertise in finance and technology.
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