Daniel “Dan” Antenor, Jr. serves as the Chief Happiness Officer at Vanderbilt, having joined the company in October 2018. With over a decade of experience in finance, Dan brings a dynamic attention to detail, a focus on service, and a deep understanding of supporting advisors in developing their practices.
Before joining Vanderbilt, Dan held various roles in operations, compliance, and IT within both small and large financial institutions. His previous position was as an Agency Compliance Officer at Blue Ocean Wealth, a MassMutual firm. Dan holds several FINRA licenses in addition to being a Certified Financial Crimes Specialist and Anti-Money Laundering Specialist. He earned his master’s in business administration (M.B.A.) from Baruch College with a concentration in Finance and Quantitative Modeling.
Currently, Dan is pursuing his CFA designation, having already passed the Level 1 exam and actively preparing for the Level 2 exam.
Dan’s KOLBE A™ INDEX is 8716, which measures the instinctive ways you take action when you strive.
His Strengths are Learner, Analytical, Focus, Achiever and Futuristic.