Daniel’s career journey began as a Select Advisor at Santander, where he gained valuable insights into client advisory services within the financial sector. His role evolved when he transitioned to become a Wealth Associate at the Royal Bank of Canada, where he further refined his skills in wealth management and client relations.
Joining JCAP/Concentric at the outset of 2022 marked a pivotal move for Daniel. Drawing on his previous experience in wealth management, he assumed the role of Treasury specialist. In this capacity, Daniel plays a critical role in JCAP’s operations, facilitating efficient cash management and meticulously monitoring counterparty risks on behalf of clients.
Beyond his professional accomplishments, Daniel holds a BA Hons in Professional Musicianship, a testament to his diverse academic background. Currently pursuing an IT, Computing & Mathematics degree, he is deeply passionate about integrating technological and mathematical principles into financial practices. This enthusiasm drives his commitment to extracting valuable insights and implementing optimization strategies that enhance financial outcomes for JCAP’s clients.
Concentric Group
3rd Floor
Conway House
St Helier
Jersey
JE2 3NT
Concentric Guernsey
Hadsley House
Lefebvre Street
St Peter Port
Guernsey
GY1 2JP
A TEAM plc company
© 2024 Concentric | Website by The Collective
Concentric Financial Services Limited is regulated by the Jersey Financial Services Commission to conduct investment business under the Financial Services (Jersey) Law 1998.
Concentric Financial Services (Guernsey) Limited (CFSGL) is not trading. CFSGL has applied to the Guernsey Financial Services Commission for regulatory licences to provide investment advice and act as an insurance intermediary.