As a director of client advisory, Daniel works with Crestone clients on a variety of customized and integrated wealth management strategies, including asset allocation and analysis, concentrated position management, portfolio planning and implementation, wealth preservation and transfer planning, and overall financial analysis.

Prior to joining Crestone, Daniel was an assistant vice president at Deutsche Bank Wealth Management. In this role, he worked with high-net-worth individuals and families from Latin America and the U.S. as a relationship manager, becoming a champion of client experience and risk control while coordinating the delivery of wealth management solutions to achieve client’s goals. Before his role at Deutsche Bank, Daniel worked as an analyst at CAF – Development Bank of Latin America, supporting consulting and investment projects for the transformation and expansion of the digital ecosystem in Latin America and the Caribbean.

Daniel received his Bachelor of Science in economics from Andres Bello Catholic University in Caracas, Venezuela.