DC

Daniel Cortez

Vice President Of Business Development at Worth Investment Group, LLC

Daniel Cortez has a diverse work experience that spans various industries and roles. Daniel started their career in 2015 by founding a company called Cortahr, where they conducted market research and determined that the venture was not financially viable. In 2016, they worked as an Investment Sales Intern at Crossman & Company.

In 2017, they served as the President of the SMPS Student Chapter at UCF and also worked as a Regional Account Manager at Granite Telecommunications. Daniel then joined Staples Business Advantage as an Account Manager from 2017 to 2019. In 2019, they worked as an Account Manager at AmeriGas and later transitioned to become a Project Manager at Coll Builders Supply, Inc.

In 2020, they took on the role of an Internal Wholesaler at CNL Securities. Currently, Daniel is working as the Vice President of Business Development at Worth Investment Group, LLC, a position they started in August 2023.

Daniel Cortez earned a Bachelor's degree in Marketing/Marketing Management, General from the University of Central Florida, where they attended from 2013 to 2017. Daniel also obtained a Bachelor of Science in Business Administration (B.S.B.A.) with a focus on Management and Marketing from the UCF College of Business during the same period. In addition, Daniel has acquired certifications in Series 63 and Series 7 from FINRA, though the specific dates of obtaining these certifications are not provided.

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Timeline

  • Vice President Of Business Development

    August, 2023 - present