Daniel Lemus

Financial Professional at New York Life Insurance Company

📍 Los Angeles Metropolitan Area, United States

Daniel is a Financial Professional at New York Life, specializing in client portfolio management and financial strategy. A recent Finance graduate from Baylor University, he is actively pursuing his CFA Level 1 designation to transition into asset management, leveraging his analytical and investment skills.

His leadership experience extends to athletics, where he served as the Vice President for the Baylor Mens Lacrosse team. Daniel has also dedicated time to mentoring younger players as an assistant coach for the Ronin Lacrosse Club, demonstrating a passion for player development.

He is currently working towards his CFA Level 1 certification while launching his career.

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Experience

2 Years

Current Role

Financial Professional

Location

Los Angeles Metropolitan Area, United States

Personality Overview

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Priorities

Topics Daniel cares about

Investment Management

He is pursuing the CFA designation with the specific goal of transitioning his career into asset management or portfolio research.

Financial Strategy

His current role at New York Life provides him with hands-on experience in developing financial strategies for clients.

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Career

Work history

6-2025

Financial Professional

New York Life Insurance Company

5-2023 - 5-2025

Vice President

Baylor Mens lacrosse

5-2023 - 8-2023

Floor Manager

Ortiz Bros Moving & Storage

5-2023 - 8-2023

Assistant Coach

Ronin Lacrosse Club

5-2022 - 8-2022

Assistant Lacrosse Coach

Ronin Club Lacrosse

In the press

Media appearances

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Education

2021 - 2025

Education details unavailable

Baylor University

8-2017 - 5-2021

Education details unavailable

St. Francis High School, La Canada, CA

Social presence

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Daniel Lemus

Topics Daniel cares about

Work history

Media appearances

Other New York Life Insurance Company Employees

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