Daniel Menendez, CFP®, CAIA, is a graduate of the Wallace E. Carroll School of Management at Boston College, where they earned a Bachelor of Science degree with majors in Finance and Management & Leadership. They completed the two-year Graduate Talent Program with UBS Wealth Management USA and currently serve as the Director of WM Capital Markets Solutions, specializing in liquidity solutions for private security holders. Prior to this role, Daniel held various positions at UBS, including Equity & Fixed Income Syndicate Business Analyst and Associate Director, and gained experience as a Finance Intern at First Data Corporation.
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