Dan Kalish has a diverse background in operations and business development, currently serving as Search Operations Manager and previously as Research Manager at JM Search. Prior to this, Dan held various managerial roles at Vanguard, including Manager of Personal Advisor Services and Retail Client Operations Supervisor. Dan began a career in business development at GettysGear and Next Step Advisory Group. Dan earned a Master of Business Administration with a focus on Analytics from Villanova University and holds a Bachelor’s degree in Psychology from Gettysburg College.
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