Dan thrives on the dynamic nature of the financial markets, and the challenge of adapting to ever-evolving market conditions. He has developed a keen interest in exploring the diverse strategies employed to achieve portfolio diversification. Additionally, attending regular industry networking events has provided him with opportunities to meet other interesting and talented individuals within the finance world.
Dan aspires to develop his knowledge and skill set by learning from the vast expertise available at Luna. He is currently studying for his Level 4 CISI exams, demonstrating his dedication to continuous professional development. Ultimately, Dan aims to progress towards attaining the Chartered Wealth Manager qualification.