Daniel Perrino *
I joined Multop Financial in the fall of 2019 as the Executive Portfolio Manager. Prior to Multop, I was a Financial Advisor at Merrill Lynch, and an Engagement Specialist on the Trading team at Eze Software Group out of Chicago. During my tenure at Eze, I worked with large institutional trading desks to design and implement electronic trading workflows. My time at Eze afforded me the opportunity to work with some of the largest hedge funds, sell side firms, and traditional asset managers in the world. Looking to expand my knowledge and learn more about the retail side of money management, I joined Merrill Lynch where I earned my Series 7, Series 66, and Insurance Producer licenses. Currently, these licenses are held with LPL Financial. Understanding how valuable a team approach that incorporates tax services and advice can be for investors, I jumped at the opportunity to join the team at Multop Financial.
At Multop, I aim to help our clients pursue their financial goals in the most cost effective, tax efficient, and risk averse way possible. We start by identifying their goals and income needs, then work to gain a better understanding of their risk tolerance and investment personality before designing and implementing an investment portfolio that is customized for their specific situation. From there, as a fiduciary in advisory relationships, I provide ongoing advice and service to help our clients stay on track to work towards their short and long-term financial goals. Responsive service, transparency, and value are three things I strive to bring to every one of our client relationships.
I am a graduate of Fordham University’s Gabelli School of Business, where I majored in Business Administration with dual concentrations in Finance and Information Systems. At Fordham, I played blindside flanker for the rugby club, and continued my rugby career in Chicago with the Chicago Griffins. It was in Chicago that I met my fiancé, Jess. Jess is originally from Bellingham and is the reason I moved here in 2017. I now reside in beautiful Sudden Valley and spend a lot of my free time golfing and volunteering at Sudden Valley Golf Club. When not at the golf course, Jess and I like to take our two dogs (Sunny & Smooch) on walks and hikes, and water ski on lake Whatcom.