Daniel Troshin
Intern at Kraner LLC | Co-Director of Deskpad Policy and Developings | BoD at JEC | Founder of the SI-IC
- Role
- Private Wealth Manager at Kraner, Llc
- Location
- South San Francisco, CA, US
- LinkedIn followers
- 500 followers
Experience
Private Wealth Manager
Jan 2026 — Present · NJ, US
Day-to-day operations include investment due diligence, asset allocation support, and various client service tasks in a boutique advisory environment. This hands-on role provides direct exposure to comprehensive financial planning, retirement strategies, and multi-generational wealth management for affluent families while simultaneously allowing me to better understand the industry.
Education
Yale Young Global Scholars
Finance, General
St. Ignatius College Preparatory
The Investing Club - Financial Literacy Resources
2022 — 2027
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