Dan Fabrizio in

Dan Fabrizio

Energizer · DISC type I
Financial Services Professional at NYLIFE Securities LLC
📍 Princeton, New Jersey, United States

Dan Fabrizio is a Financial Services Professional with New York Life, focusing on college funding, retirement planning, and lifetime income strategies. His career is built on a strong foundation in institutional finance, with extensive experience in commission management and client services at major firms like Barclays Capital, Bloomberg Tradebok, and HSBC. He holds FINRA Series 7 and 63 certifications.

Beyond his career in finance, Dan is a dedicated athlete with a background in competitive swimming. While attending Saint Peters University, he was a key member of the mens swim team, competing at the Division 2 level within the MAAC Conference.

Unique fact: Dan was a Division 2 collegiate conference swimmer.

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Experience
37 Years
Current Role
Financial Services Professional
Location
Princeton, New Jersey, United States
Personality Overview

How Dan shows up

Enthusiastic
Believer
Imaginative

Unlike C or D types, they are vocal with their opinions but not so much with their questions. They are not always early adopters but can be pursuaded by leveraging strong relationships. They are people oriented, friendly and like creating new connections.

Priorities

Topics Dan cares about

Retirement Strategies
He helps clients develop lifetime income strategies and prepare for retirement, a core part of his professional services.
Commission Management
His background includes managing complex commission management and client service operations for institutional clients at firms like Barclays and HSBC.
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Career

Work history

9-2019
Financial Services Professional
NYLIFE Securities LLC
5-2019
Agent
New York Life
2013 - 2018
Client Service Represenative
Barclays Capital Inc
2007 - 2012
Commission Management
Bloomberg Tradebok, LLC
2004 - 2007
Commission Management / Finance
HSBC Global Banking and Markets
In the press

Media appearances

Your Registered Representative & Insurance Agent Daniel A. Fabrizio. Featured in New York Life
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Daniel Fabrizio - Broker at NYLIFE SECURITIES LLC. Featured in FINRA BrokerCheck
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Education
Bachelor's degree
Saint Peter's University
Social presence
in
Behavioral profile

DISC profile (public)

I

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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