CLIENT SERVICE SPECIALIST
Daryl originally joined True North Advisors in early 2017 and rejoined the firm in November 2018 as a Client Service Specialist. In that role, he supports the wealth management team with daily client interaction, including account openings and administration, money movement requests, and client 401K rollovers. Prior to joining True North, Daryl worked at Credit Suisse, Jefferies LLC, and Alex Brown where he handled the 10b5-1 trading plans, restricted stock sales, stock option exercises, client requests, compliance and operations for each firm respectively. He has extensive experience working with key executives and ultra-high net worth clients.
Daryl is an alumnus of Austin College in Sherman, Texas. His studies included a concentration of Business Administration and Economics. In his free time, Daryl enjoys playing basketball and tennis, reading, and vacationing in Colorado.
