Brokerage & Advisory Manager
Daniel “Dan” Antenor joined Vanderbilt in October 2018. Through his professional experiences, Dan brings an energetic meticulousness and keen understanding assisting advisors in building their practice.
Dan has been a finance professional for over 10 years, serving in both Operations and Compliance capacities at large and small institutions. He is a subject matter expert in the regulatory landscape of Know Your Customer/Customer Due Diligence management within the US and Latin American jurisdictions. Prior to joining Vanderbilt, Dan was an Agency Supervisory Officer with Blue Ocean Wealth Solutions, a MassMutual firm. He holds his Series 4, 7, 24, 52, 53, 63, 65 and 99 licenses and is a Certified Financial Crimes Specialist and Anti-Money Laundering Specialist. Dan earned his Master’s in Business Administration (M.B.A.) from Baruch College with a concentration in Finance and Quantitative Modeling and is currently working towards his CFA designation.
Vanderbilt Financial Group is an Independent Broker Dealer doing business differently than anyone else in our field. We are constantly learning and applying new ways of doing thing- whether it’s learning a new program that improves our business, infusing gamefication into our workplace, or becoming a sustainable and green firm, we are passionate about being a modern pioneer and different kind of broker dealer. We are a unified team driven by shared values of; gratitude, respect, innovation, teamwork, and trust. At Vanderbilt we are focused on finding ways of bettering ourselves and those around us while always applying our values to our clients, our community, and our environment.