Daniel Toubiana

Daniel Toubiana

Associate, Raymond James

Role
Client Service Associate at Raymond James
Location
Washington, DC, US
LinkedIn followers
500 followers

About Daniel Toubiana

Raymond James & Associates, Inc, Member New York Stock Exchange/SIPC. Please follow this…

Experience

  1. Client Service Associate

    Raymond James

    Mar 2025 — Present · Bethesda, MD, US

    Raymond James is a financial services company that offers a variety of services from investment banking, wealth management, and capital markets. As a client service associate, I help manage $6 billion dollars as part of a prestigious team. I am responsible with assisting with various aspects of the business, including but not limited to account management, client inquiries, and operations to enhance the overall client experience. I make sure the business operates smoothly and that all our customers are satisfied.

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