Daniel Johnson

Daniel Johnson is an experienced Compliance Analyst at PlanMember Financial Corporation since March 2011, specializing in review and investigation of sales practices, risk assessments, and oversight recommendations to management. Prior roles in the company include Suitability Principal / Project Analyst Lead, Suitability Principal, and Service Representative, where responsibilities encompassed departmental training, suitability reviews, and client assistance. Previous experience also includes positions at Maravilla Senior Living as Activities Assistant, Cal Poly State University as an Athletic Department Marketing Intern, and Santa Barbara Foresters as Assistant General Manager Intern. Daniel Johnson’s early career involved a Brokerage Internship at Wachovia Securities Financial Network, focusing on client retirement plans. Daniel Johnson holds a degree in Parks, Recreation, Leisure, and Fitness Studies from California Polytechnic State University-San Luis Obispo, obtained in 2009.