Daniel Green, CEPA®, is a Wealth Management Advisor with a focus on serving families of business owners, executives, and entrepreneurs. With experience as a Senior Vice President at UBS since 2013, they previously worked as a Regional Consultant in the Private Wealth Group at Lord, Abbett & Co. LLC from 2011 to 2013 and completed an internship at UBS Financial Services in 2011. Daniel earned a degree from the University of Tennessee-Knoxville, where they studied from 2007 to 2011.
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