Daniel K.

Daniel K. is an accomplished financial services sales and marketing professional with a diverse background and a focus on client relations and institutional consultant relations.

His expertise includes relationship development, client service, personnel leadership, management, marketing materials creation and review, and change management.

He has a strong educational foundation with a Bachelor of Arts in English and Mathematics from Hamilton College, an MBA in Finance from New York University, and additional studies at IULM University.

With a background working for reputable organizations such as Hamilton Lane, Abbott Capital Management, Neuberger Berman, Aviva Investors North America, and Credit Suisse, Daniel has held roles ranging from Consultant Relations to Vice President and Business Development.

Specializing in asset management sales and marketing, his product expertise covers private equity, infrastructure, equities, commodities, and fixed income.

Daniel K. excels in client service, relationship management, investor relations, and as a product specialist in various financial markets.