Dan leads the Transfers team at TradePMR, overseeing all aspects of incoming and outgoing transfers for clients. This includes handling ACAT, non-ACAT, DRS, DTC, mutual funds, 529 plans, alternative investments, and more. Since joining TradePMR in 2020 as a member of the Accounts and Transfers team, Dan quickly advanced to become the Transfers team lead and then manager of the Transfers department, where he focused on establishing comprehensive procedures to ensure timely and accurate processing of advisor requests.
With a background in financial services from a global financial institution, Dan brings valuable experience to his role. He holds a bachelor's degree in business administration from the University of South Florida and holds his Series 7 and 24 licenses. Residing in Gainesville, Florida, Dan enjoys fishing, playing disc golf, and attending University of Florida sporting events in his free time.
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Sources and Disclosures
1 Baldwin Named one of “20 People Who Will Change Wealth Management in 2020” by the editors at Financial Planning magazine, December, 2019
22024 T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, January 2024, sponsored by SEI, Advyzon, FP Alpha, Addepar, XLR8, and FMG. T3/Inside Information Survey, Joel Bruckenstein and Bob Veres, May 2022, sponsored by AssetBook, Holistiplan, Advyzon, Addepar, and Fidelity Investments. T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, March 2021, sponsored by Salesforce, and 2019 Software Survey, Joel Bruckenstein and Bob Veres, January 2019, sponsored by Orion Advisor Services and Morningstar, Inc.
3 Business Intelligence Group Announces the Winners of the 2019 Excellence in Customer Service Awards; Philadelphia, PA, May, 2019
4 50 Most Promising FinTech Solution Providers – 2019, CIOReview, May 2019
5 EZRA GROUP Wealth Tech Integration Score, Overview, and Methodology. EZRA GROUP and TradePMR are separate and unaffiliated companies. Custodians do not pay a fee to be evaluated and ranked.
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