Daniel focuses on helping clients build banking relationships with institutions that are best positioned to meet each client’s unique needs. Additionally, Daniel’s extensive experience underwriting and originating loans allows him to help each client develop a borrowing strategy that will best position them for personal financial success.

Prior to joining Sapient, Daniel spent over 20 years working in the banking and lending industry including 9 years at First Republic Bank where he assisted affluent and high net worth clients with day-to-day private banking, lending and cash management needs. Daniel resides in Southern California and supports clients nationwide.