Prior to joining Crescent Sterling, Ltd., Daniel worked in the local banking industry, providing hands-on cash management guidance and assessing cash flow needs to support fixed income investment decisions. His work expanded into interest rate risk and liquidity analysis, where he reviewed both loan and fixed income portfolios to help strengthen institutional balance sheets.

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In addition to his investment and banking experience, Daniel spent two tax seasons preparing returns alongside a CPA. In this role, he identified planning opportunities by thoroughly reviewing client financial documents and staying current on evolving tax laws.

 

A native of the area, Daniel is a proud graduate of Louisiana State University, where he earned both a Bachelor’s and a Master’s degree in Finance.