Dan joined Triple Point in November 2014 to help grow the AUM and develop long standing relationships with intermediaries. He has worked with professional advisers in wealth management for over a decade, in business development and sales management. Previously with The Hartford Financial Group, Barclays Wealth and Partnership Assurance, Dan is a member of both the CII and CISI (MCIS). He holds numerous CII exams, the IMC (level 4), IAD and PCIAM and a BSc from Brunel University.