Daniel Smith joined Chandler in 2023. He provides support with daily reconciliation of accounts, processing of daily trades, and portfolio reporting, and acts as a liaison between brokers and custodians.

Daniel has previous experience in both small business and residential mortgage lending. He was a Credit Analyst at National Funding where he was responsible for reviewing personal and business credit and documentation. Prior to working at National Funding, he worked for American Internet Mortgage as a Loan officer, performing consultation and loan origination. He also served as a Client Service Associate at LPL Financial.

Daniel received his B.S. degree in business economics from Azusa Pacific University in 2019.