Daniel is the Director and Head of Operational Risk at EP Wealth Advisors, specializing in building and fortifying risk programs from the ground up. Described by colleagues as intelligent, strategic, and dependable, he excels at data analysis and reporting. He attended the University of Colorado Denver and Colorado School of Mines.
Demonstrating a commitment to continuous learning, Daniel recently completed a course in Python to enhance his technical skills. He maintains a vested interest in the broader financial services industry, following major institutions like J.P. Morgan.
He has a proven ability to build entire risk management departments from scratch.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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