Daniel Olivares is an Analyst with AdvicePeriod. In his role, he is an integral member of the client relationship management team where he assists the Advisors fulfill client requests and portfolio needs.
Prior to AdvicePeriod, Daniel was an Associate at EY in their Tax Practice for two years, where he specialized in corporate compliance and reporting.
Daniel graduated from the University of California, Santa Cruz where he earned a Bachelor of Arts degree in Economics. He lives in East Los Angeles where he spends his time actively attempting to keep up with his energetic 5 year old daughter.
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