Daniel Townsend is a Senior Analyst who specializes in providing a variety of products for insurance and financial needs, including college funding, retirement planning, and lifetime income strategies. Previously, Daniel worked as an Operations Analyst at Citi from 2020 to 2022, focusing on wholesale loan services, and as a Licensed Agent at New York Life Insurance Company from 2017 to 2019, where they concentrated on retirement planning and insurance protection. Daniel earned a Bachelor of Science in Financial Mathematics from Lincoln University, completing their degree in 2017.
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