Daniel Convery

Daniel Convery has a diverse work experience spanning various industries. Daniel started their career as an Acquisition Department Summer Intern at DaVita Kidney Care in 2012, where they audited patient files and communicated with facility heads. Daniel later returned to DaVita Kidney Care in 2013 as a Corporate Compliance Analyst/Intern, conducting background checks, performing internal audits, and compiling data for legal defense and negotiations. Convery then transitioned to Bank of America Merrill Lynch in 2015, initially working as an Operations Analyst in the Fixed Income/Equity department, ensuring timely trade settlement, monitoring compliance, and providing client service. Daniel was later promoted to the role of Senior Fixed Income Analyst, leading exception deals and trades across Fixed Income products and supporting institutional clients globally. In 2018, Convery joined Millennium Advisors, LLC, where they first worked as a Trading and Operations Associate, performing middle-office tasks, assisting traders, and managing customer and trading accounts. Daniel was then promoted to Vice President before finally assuming their current role as the Managing VP of Trading and Operations.

Daniel Convery attended St. Joseph's Preparatory School from 2007 to 2011, where they completed their high school education. Daniel then went on to Clemson University from 2011 to 2015, earning a Bachelor's Degree in Financial Management. In terms of additional certifications, they obtained the Securities Industry Essentials (SIE) certification from FINRA in February 2019. In March 2019, they also obtained the FINRA Series 7 and Series 63 certifications from FINRA (Financial Industry Regulatory Authority). Furthermore, in April 2023, they obtained the Series 24 certification from FINRA.