Daniel DeProspero

Client Service Manager

Daniel works closely with financial advisors and their clients to make sure things are handled accurately, efficiently, and with a high level of service. A big part of his role is client relationship management, communication, and making sure everyone involved has what they need to keep things moving.

He also enjoys the operational side of the business, looking for ways to improve processes, make workflows more efficient and catch potential issues before they become problems. He uses technology to make things easier for the team and the advisors we support. Attention to detail and quality control are also important parts of his day-to-day work.

One of his biggest strengths is being able to work through problems and find practical solutions while still keeping the client's experience in mind.

Outside the office, Daniel is a devoted Miami Dolphins and Florida Panthers fan - equal parts camaraderie and chaos on game day. His greatest source of strength, though, is closer to home: his girlfriend, Victoria, and his extended family, who ground him and keep him energized for everything else life brings.