Daniel Rothman is a finance professional with a background in insurance and financial services. Career began as a Junior Financial Analyst at Compassion-First Pet Hospitals, followed by a role as a Benefits Representative at American Income Life Insurance Company. Daniel then advanced to UBS, where roles included Training Financial Advisor, Client Service Associate, and Financial Advisor over the course of nearly a year. Daniel holds a Bachelor of Science degree in Accounting from Monmouth University, obtained from 2013 to 2016.
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