Daniel Miller is a Client Relationship Executive at PwC with 25 years of experience in institutional asset management, plan design consulting, and client service. They previously held roles such as Vice President of Retirement Services at Delaware Investments and Senior Relationship Manager at Lincoln Financial Group, where they cultivated strategic relationships and provided consultative investment advice. Daniel also served as Director of Relationship Management at SEI, overseeing sales and client retention for various retirement plans. They are currently pursuing a Bachelor of Science in Marketing from Saint Joseph's University.
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