Daniel M. Choi has a diverse work experience spanning over two decades. Daniel M. is currently the CEO of Sequoia Games, Inc. since November 2019. Prior to this, they worked as a Partner at WestPac Wealth Partners - Wealth Strategy Partners from September 2013 to November 2019. Before that, they held a similar role as a Partner at Eagle Strategies, LLC from March 2010 to August 2013. Daniel also worked at Ameriprise Financial Services, Inc. as a P1 Field Vice President from July 2001 to February 2010. Daniel M. began their career as the Founder and CEO of Metropolitan Insider Corporation from January 1999 to March 2001. Overall, Daniel has gained extensive experience and expertise in various leadership roles throughout their career.
Daniel M. Choi received their Bachelor of Science (BS) degree in Economics & MCB Biochemistry from the University of California, Berkeley, where they studied from 1994 to 1998. Prior to that, they attended Mills High School from 1990 to 1994. Daniel M. Choi has also obtained several certifications throughout their career, including being a Certified Exit Planner from the CExP Board of Standards since March 2016, holding a Series 9/10 certification from FINRA since February 2008, and being a Chartered Retirement Planning Counselor from the College for Financial Planning since January 2006. Additionally, they obtained a Series 24 certification from FINRA in May 2005 and a California State Life and Health License in July 2001. In June 2001, Daniel M. Choi attained both a Series 66 and Series 7 certification from FINRA.
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