Daniel Goren has a robust background in operations and product data administration, with significant experience at various financial institutions. Notable roles include serving as Senior Operations Representative at Pershing, part of BNY Mellon, and progressing through multiple positions at Envestnet, Inc., culminating as AVP of Product Data Administration. Daniel has also worked as Store Manager at Kids N' Kribs Inc and gained early experience as an intern at Merrill Lynch Private Banking and Investment Group. Currently, Daniel is the Head of Operations at iAltA, following a directorial role in Open Architecture at Orion. Daniel holds a Bachelor of Science degree in Financial Services from Penn State University.
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