Daniel is responsible for the administration of all shareholder IRA accounts. Dan holds both the CRPS and CISP retirement plan certifications. Previously, he worked for State Street Bank and Trust as a Corporate Actions Specialist and BNY Mellon as the IRA Supervisor in UIT Shareholder Services.
Current role
Deposit Operations-IRA Specialist at 1st Advantage Federal Credit Union
New Account Specialist / IRA Specialist at CSE Federal Credit Union
IRA Specialist at Quest Trust Company
IRA Specialist at Quest Trust Company
Jr. IRA Specialist at Quest Trust Company