Daniel Chmielewski

Daniel Chmielewski is currently a Financial Planning Associate at Sourjohn-Kim at Pensionmark. Prior to this, they worked as a Data Specialist at Definitive Healthcare from March 2017 to December 2017. Before that, they worked as a Tax Preparer at Global Tax Services from January 2017 to March 2022. Daniel's earliest position was as a Secondary Operator / Inspector at Tegra Medical from June 2012 to February 2017.

Daniel has experience preparing both personal and corporate taxes, as well as interviewing clients to ensure taxes are filed correctly in accordance with the law. Daniel also has experience building a clientele to maintain growth for the business. In their previous role at Tegra Medical, they were responsible for manufacturing small medical devices, inspecting devices for quality, and maintaining FDA regulated inspection sheets. Daniel also collaborated with fellow team members to ensure deadlines were met.

Daniel Chmielewski received a Bachelor of Science in Mathematics from the University of Massachusetts at Amherst.

Daniel Chmielewski works with Ronnie Cox - SVP, Investments, Dan Clark - VP, Retirement Specialist , WD Pensionmark, and Vincent J. Passananti - Chairman & CEO, PensionmarkMeridien. Daniel Chmielewski reports to Troy Hammond, CEO & Founder.