Daniel Steiner is currently the Associate Director at Evoke Advisors, where they manage day-to-day operations for the Performance Reporting Team. Previously, they served as a Performance Reporting Specialist at AdvicePeriod from 2021 to 2024, focusing on customized reporting solutions for high net worth clients. From 2017 to 2021, they worked as an Operations Associate at Lido Advisors, tracking money movements and managing tax documents related to alternative investments. Daniel began their career as a Sales Order Management Coordinator at Insignia Systems, Inc. from 2015 to 2016, where they liaised between the sales team and retailers. They hold a Bachelor of Business Administration in Business/Managerial Economics from the University of Wisconsin-Eau Claire. Daniel is also a CFA Level 2 candidate.
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