Daniel Sherman Joins North Square Investments as Internal Sales Associate
In his newly created position, DJ will provide internal sales support to
Most recently, DJ worked as a Client Relationship manager for E*Trade, where he supported the firm's clients with brokerage accounts, trade execution, and retirement planning tools.
"As our firm continues to grow and expand, and as we introduce new investment capabilities, product offerings and establish new advisor relationships, we are delighted to have DJ join our firm," Callahan said. "With his most experience working with E*Trade's clients, we know DJ will be an outstanding addition to our team."
DJ is a
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SOURCE North Square Investments
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