Daniel Katz

Daniel Katz has a diverse work experience spanning different industries. Daniel started their career as a Restaurant Manager at Karl Strauss Brewing Company from 2002 to 2005. Following that, they worked as a Field Services Coordinator at SCST, Inc. from 2005 to 2007, where they focused on scheduling and supporting construction projects.

In 2007, Daniel joined Fidelity Investments as a Defined Contribution Representative III, providing customer service and investment education to retirement plan participants. Daniel was promoted to the Master Associate Team in 2008, servicing clients from various markets.

In 2010, Daniel joined SCST, LLC as a CRM Manager, responsible for implementing the company's first CRM system and providing data analytics and reporting. Daniel also took on the role of Business Development, identifying growth opportunities and increasing sales efficiency.

In 2019, Daniel joined Atlas as the National Director of CRM & Sales Operations. Daniel expanded the CRM system and provided leadership with sales data visibility for informed decision-making.

Daniel Katz obtained an AA degree in General Studies from San Diego Mesa College in 2007. Daniel also obtained certifications in Series 6 and Series 63 from FINRA in January 2007.