Daniel Barlow started their career as a Financial Analyst at Michigan School Investment Association in December 2009 and worked until December 2010. Daniel then joined H.J. Umbaugh & Associates, CPAs, LLP as a Financial Analyst in June 2008 and worked until September 2011. In October 2011, they joined Mesirow Financial as a Vice President, Public Finance, where they primarily worked on investment banking for municipalities and school districts in the Midwest, focusing on the structuring and issuance of tax-exempt and taxable municipal bonds for local governmental clients. Daniel holds FINRA Series 7, 50, 52, and 63 licenses.
Daniel Barlow completed their Bachelor of Business Administration (BBA) degree with a major in Finance and a minor in Mathematics at Andrews University from 2004 to 2008. Daniel also holds additional certifications including Series 50, Series 52, Series 63, and Series 7 from the Financial Industry Regulatory Authority (FINRA).
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