Daniel Todd Lerner

Daniel Todd Lerner

Blog Article

Website: https://somerspoint.com/2023/11/06/daniel-lerner-david-lerner-associates-discusses-pros-cons-investing-529-plan/

Daniel Todd Lerner works with David Lerner and Associates. After earning a degree in history from Binghamton University, Daniel Todd Lerner began his career in finance as an investment counselor at David Lerner Associates in 1991. As the son of the firm's founder, Daniel Lerner quickly established himself as a valuable member of the team. In 2013, Daniel Lerner was promoted to Executive Vice President of Investor Services at David Lerner Associates, where is currently works today.

#Investment Professional #Daniel Todd Lerner

LinkedIn: https://www.linkedin.com/in/daniel-t-lerner