About Daniel

With over four years of experience as a Senior Financial Advisor at Holborn Assets LLC, I provide professional advice and guidance to clients on personal and corporate wealth management, through integrity and sensible investments. I have a proven track record of delivering tailored solutions that meet the diverse needs and goals of my clients, while ensuring compliance with the relevant regulations and standards.

I also leverage my previous experience as a Managing Partner and a Procurement & Facility Manager, where I excelled in stakeholder management, financial and audit acumen, and operational efficiency, to elevate organizations to their highest potential. I have a certification in International Procurement Management, and strong skills in CRM, analytical thinking, and problem solving. I am passionate about helping clients achieve financial security and peace of mind, while building long-term and trusted relationships.

Qualifications:

• B.A Management
• CIPM