Daren D.
Product Manager @Advisorengine
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WORK HISTORY
Product Manager @Advisorengine
Product Lead for the Enterprise Client Portal and Digital Advice suite, including financial planning and onboarding modules.Focus: Bridging institutional $1.5T compliance with high-growth fintech UX to drive client engagement and data transparency.Impact: Solving the \"data gap\" between advisor planning and client action by automating the delivery of digital financial advice.
EDUCATION
University of Utah
Bachelor's Degree, Spanish Education
University of Utah
Master's Degree, Finance, General
ABOUT DAREN D.
Marathon Runner, Spanish and Morse Code Fluent | Teacher -> Financial Advisor -> Product Management Leader | WealthTech, PaymentsTech, Investments
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