Prior to joining Accomplished, Daniel worked in private wealth management servicing ultra-high net worth individuals and institutions.
Daniel comes to us with nearly ten years of experience in small business accounting & compliance, most recently in the wine importing and craft beer industries. He has helped several businesses manage bookkeeping, payroll, and various tax matters. Daniel prides himself on his organization skills, implementing modern systems and processes, and his entrepreneurial spirit.
He resides in the Upper West Side of New York City but from a small town in Connecticut. He enjoys trying new restaurants and visiting art exhibits with his girlfriend Lauren. In his free time, he can be found at the gym, or walking through Central Park listening to his favorite financial podcasts.
