Daniel Diaz, CFA, CFP®, currently serves as a Wealth Manager at Arete Wealth since 2019 and as an Advisory Board Member for the Heider College of Business at Creighton University since 2020. In addition, Daniel has been an Enlace Student Mentor at the San José - Evergreen Community College District since 2021. Previous experience includes roles as Investment Team Lead at C Solutions (2018-2019), Financial Analyst in the Midwest Region at Ayco, a Goldman Sachs Company (2017-2018), and participation in the Mortgage Banking Credit Underwriting Program at JPMorgan Chase & Co. (2015-2017). Earlier positions also include Tax Preparer and Financial Reporting Consultant at Independence Tax Service LLC (2014-2015) and Finance Intern at National Indemnity Company (2012-2014). Daniel's foundational experience began at Creighton University, where responsibilities included assisting the VP of Finance (2011-2012) and analyzing financial data. Daniel holds a Bachelor of Science in Business Administration with a focus on Finance/Analysis and Accounting from Creighton University, and graduated from Jesuit High Sacramento.
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