Prior to joining The Yuba Group, Daniel spent over three years as an Associate Analyst on the Higher Education/Not-for-Profit team and the Not-for-Profit Healthcare team at Moody’s Investors Service. In that role, Daniel provided credit and financial analysis for a diverse portfolio of public and private universities, not-for-profit organizations, and not-for-profit hospitals and healthcare organizations. He also provided issuer and sector research, analyzing dynamic trends over time to provide forward-thinking analysis on a wide variety of topics. Additionally, Daniel contributed to updating complex methodologies and incorporating new accounting policy guidance to ensure timely and accurate credit analysis.
Daniel graduated from Providence College with a B.S. in Finance. Additionally, he is a CFA charterholder.
Municipal Advisor Licenses:
Series 50 Municipal Advisor