Client Service Administrator
Dan is the team leader among our Client Service Administrators. He has been with PRS since 2008. He works closely with clients, advisors, and financial custodians to ensure the day-to-day and ongoing needs of clients are met. He serves as a first line of contact for clients, and is responsible for overseeing client requests, preparing client documents, and trading securities.
Dan earned a Bachelor of Science degree in Business Administration from Colorado State University. He is a Certified Estate and Trust Specialist. Dan’s previous work experience includes technical training, technical support, customer service, account management, and sales, as well as launching and running his own small business.
Dan and his wife, Julie, have eight kids and enjoy fitness activities, coaching kids’ soccer, and cheering their children on in various sports.