Focuses on exceptional client service through strong attention to detail and innovative financial planning.
Joined Lido: 2020
Homebase: Boca Raton, Florida
Professional Focus: He focuses on exceptional client service through strong attention to detail and innovative financial planning that supports the financial goals of his clients.
Education: B.S., Finance, University of Florida
Previous Work Highlights: Dani was a leader of J.P. Morgan Private Bank’s South Florida Private Business Advisory Practice where he focused on advising middle market business owners’ pre-transaction strategies, liquidity, goals-based financial planning, and trust and estate optimization.
Personal Facts: Dani is a native Floridian and an active participant with The Jewish Federation of South Palm Beach County.
