Daniel Matthes-Theriault
Business Development Associate @Barnum Financial Group
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WORK HISTORY
Business Development Associate @Barnum Financial Group
Guilford, CT, US
Supported the RDM team in providing financial planning and wealth management solutions to clients.• Built and maintained strong client relationships by identifying and addressing their needs and goals.• Developed financial planning models to assist clients in making important retirement decisions.
EDUCATION
Fairfield University
Bachelor's degree, Finance
ABOUT DANIEL MATTHES-THERIAULT
As a Business Development Associate at Barnum Financial Group, I support the RDM team in providing comprehensive financial planning and wealth management solutions to clients. I leverage my communication and problem solving skills to build and maintain strong relationships with clients and partners, and to identify and address their needs and goals.I graduated from Fairfield University Dolan School of Business with a Bachelor of Science degree in Finance in 2023. During my studies, I was involved in Fairfield University Division 1 men\'s rowing team and club baseball team, where I developed my teamwork, leadership, and resilience. I also earned multiple Dean\'s List honors for my academic excellence and dedication. I am passionate about learning new skills and expanding my knowledge in the financial industry.
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