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Daniel Berman

Daniel Berman

Client Relationship Manager

Dan is the newest member to our team, joining us early in 2018 with 13 years of experience in day to day operations pertaining to the transfer of assets department with Commonwealth Financial Network.  He followed his tenure at Commonwealth by joining Ascensus College Savings in 2015, as a senior client service representative, dealing with a diverse range of financial and non-financial transactions. Dan's role on our team as a client relationship manager, allows him to work closely with an assigned group of clients.  Managing their day to day needs for service, new business, PFV and any account related questions that they need guidance with.  His goal is to be their point person and also work closely with our advisors to plan and prepare for their meetings.  Dan currently hold the Series 99 license and is pursuing the Series 7 and 63.  He resides in Holliston with his wife Thuy and 2 kids and enjoys spending time with family and friends as much as possible.