Dan Confreda

Dan Confreda

Retirement Services Associate

Office: (212) 490-4580 (x116)
 

Dan joined Flynn Financial in April of 2022 as a Retirement Services Associate. Dan is devoted to supporting our client’s retirement needs through collaboration with the Flynn Financial Team and our corporate vendors. Dan is an active Certified Public Accountant (CPA) in New York. He has passed the SIE exam and is currently in the process of getting registered by passing the Series 7 and Series 66 exams.

Before joining Flynn Financial, Dan graduated Summa Cum Laude from Marist College with a double major in accounting and business administration with a concentration in finance. He previously worked at PwC as a senior tax associate on the Asset & Wealth Management in NYC, specializing in private equity and hedge funds.

Outside work, some of his interests include fishing, hiking, spending time with family and friends, and watching sports. He is passionate about helping others and giving back to the community. Dan mentors current students looking to enter the accounting/financial services industry at his alma mater.

Dan is excited to be at Flynn Financial and overcome all the challenges yet to come.

AUM: $1.5 Billion*

*700 million USD managed

800 million USD in Institutional Investment Consulting

OVER 215 YEARS COMBINED EXPERIENCE

Licenses


Series 7

Series 63

Series 65

Series 66

Life, Accident & Health