Daniel, owner of Aventura Holdings, LLC, the holding company for Aventura Securities, LLC and Aventura Capital Management, LLC, also serves as the firm's Chief Investment Officer and Chief Compliance Officer.
A graduate from Rutgers University, Daniel began his career in the financial industry with Shearson Loeb Rhodes. From 1986 through 2001, Daniel worked at Manufacturers Hanover Trust/Chemical Bank, San Paolo Bank, Sumitomo Bank, and The Bank of Butterfield in the Capital Market Groups. During this time he priced and managed a portfolio of assets and liabilities that ranged from 7 billion up to 25 billion, giving him experience with Bankers Acceptances, Commercial Paper, Euro CD's, Yankee CD's, Guaranteed Investment Contracts, Bank Investment Contracts, US Bonds and Notes, T-Bills, CMOS's, GNMA's, FNMA's, FHLMC'S, interest rate swaps, basis swaps, caps & floors, swap options, futures on Euro dollar contracts, US Bond contracts and US Notes contracts as well as futures and options(both calls and puts) on various foreign currency products. While at the Bank of Butterfield, he implemented a Capital Markets Training Program.
In 2002, Daniel joined Nationwide Planning and Associates as a financial advisor, where he used his skills as a portfolio manager for his clients while adhering to a strict risk outline for portfolios that are used for his High Net-Worth Clients.
In 2006, Daniel established Aventura Securities, LLC, Aventura Capital Management, LLC, and Aventura Insurance Services, LLC in order to continue to serve as a portfolio manager for his high net worth clients.
Licenses, Certifications, and Accomplishments:
- Series 6
- Series 7
- Series 24
- Series 55
- Series 63
- Series 66
- Life, Health and Variable Annuity