Daniel Roundy Email & Phone Number
Manager of Client Relations @ Kaplan Financial
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Daniel Roundy Location
- Boston, MA, US
Daniel Roundy Work
- 2025 -now Manager of Client Relations @
- 2022 -2025 Communications Officer @ Kaplan Financial Services
- 2018 -2025 Client Services Associate @ Kaplan Financial Services
- 2014 -2018 Trust Administrative Assistant to Founding Partner @ Nichols & Pratt, LLP
- 2012 -2014 Administrative Receptionist @ Nichols & Pratt, LLP
- 2008 -2011 Student Worker @
- 2011 -2011 Intern @ Massport
Daniel Roundy Education
- Salem State University
Graduate Certificate in Financial Planning (Financial and Estate Planning)
2015-2019 - Salem State University
Bachelor of Science (B.S.) (Geography - Urban and Regional Planning)
2007-2011
Daniel Roundy Summary
- Daniel Roundy, based in Boston, MA, US, is currently a Manager of Client Relations at Kaplan Financial. Daniel Roundy brings experience from previous roles at Kaplan Financial Services and Nichols & Pratt, LLP. Daniel Roundy holds a 2015 - 2019 Graduate Certificate in Financial Planning in Financial and Estate Planning @ Salem State University. Daniel Roundy has 1 emails and 1 mobile phone numbers on RocketReach.
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