FusionIQ
Daniel Barnes has held various positions in the corporate world since 2010. Daniel began their career as a Summer Associate at American Stock Transfer & Trust Company, LLC in 2010. Daniel then became a Summer Intern at The Colbent Corporation in 2011 and UPRR, LLC in 2013. In 2012, they took on the role of Valet at Atlantica Restaurant. From 2016 to 2020, they held multiple positions at SmartBear, including Account Executive - Emerging Technologies, Account Executive - Functional Testing, Territory Manager, Sales Development Representative, and Sales Intern. Currently, they are working as Platform Director at FusionIQ since 2022.
Daniel Barnes attended Boston College High School from 2009 to 2012 and obtained a Bachelor of Business Administration (B.B.A.) from Loyola University Maryland in 2016, majoring in Finance, General.
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FusionIQ
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FusionIQ makes it easy for financial advisors and institutions to become digital wealth leaders. The intuitive, all-in-one FusionIQ One platform has four easy to implement modules – Digital Advice, Self-Directed, Digital Model Marketplace, and finTAMP – making digital transformation hassle free. FusionIQ One’s simple, pay as you grow approach, makes it easy for credit unions, banks, portfolio managers, and investment dealers to scale and win. Deliver the digital experience your clients and advisors want and get the workflows and process automations you need to grow. With white label integrations complete in as little as six weeks, it’s easy to see why FusionIQ’s integrated multi-custodian platform is quickly becoming the digital solution of choice for advisors and institutions.