Daniel joins us from Iowa State University where he graduated with a Bachelor of Science Degree in Business and a minor in German. Most recently, he worked at Atlantic Coca-Cola Bottling Company based in Waukee for two years where amongst other things he created Standard Operating Procedures for operations after a large companywide transition.
Daniel jumped at the opportunity to join West Financial Advisors and he is excited to learn about wealth management, investing, and retirement planning. Primarily, Daniel will be working with our portfolio manager assisting with investment accounting and reporting, processing client forms, and resolving service-related questions and issues. Additionally, one of his key tasks will be to evaluate and improve processes with the aim of increasing quality and efficiency as we continue to grow.
Contact Daniel to welcome him to the team!