Daniel J. F.

Daniel J. F. has extensive work experience in the financial services industry. Daniel J. is currently working as a Senior Vice President and Institutional ETF Strategist at Direxion Investments, where they collaborate with investment professionals to implement leveraged and thematic ETF strategies. Prior to their current role, Daniel worked as a Financial Advisor at Edward Jones in 2020. Daniel J. also held the position of Senior Director for Wealth Management at Principal Global Investors from 2009 to 2018, where they partnered with financial professionals to grow their practices. Additionally, Daniel served as Vice President and Regional Manager at AMG Funds and Rydex Investments, where they were responsible for sales and asset retention in their respective territories. Before that, they worked as a Regional Vice President and Senior Internal Wholesaler at Fidelity Investments, focusing on sales strategies and product sales. Daniel started their career at BayBanks Brokerage Services, Inc. as an Assistant Vice President and Investment Specialist, and they previously held the role of Sales and Service Representative at BayBanks.

Daniel J. F. began their education at the University of Massachusetts Amherst in 1984 and obtained their Bachelor's Degree in History in 1988. Daniel J. then pursued further education in the field of teaching, completing the Teaching Education Program at the same university and receiving a Certification in History Education 9-12 in 1989.

In addition to their academic achievements, Daniel J. F. has obtained several certifications in the financial industry. In 1993, they successfully completed the Series 6 and Series 63 exams, which are administered by the Financial Industry Regulatory Authority (FINRA). In 2017, they obtained the Accredited Investment Fiduciary (AIF®) certification from Fi360. In 2018, they passed the SIE: Securities Industry Essentials Exam, also administered by FINRA. Daniel J. F. further expanded their qualifications in 2019 by obtaining the Series 7 General Securities Representative certification from FINRA. Most recently, in 2020, they achieved certifications as an Insurance Agent in Accident, Health, Life, Variable Life & Variable Annuities from the Massachusetts Division of Insurance, as well as passing the Series 66 Uniform Combined State Law Examination from FINRA.

Overall, Daniel J. F. has demonstrated a commitment to both education and professional development throughout their career.