Daniel Schlein, MBA, RICP®
Financial Representative
Dan joined Alliance Advisory Group in 2017 as a Business Development Associate. Driven by a passion to help the community, Dan thrives to be a resource for individuals to achieve financial success.
In his spare time, Dan chooses to spend much of his time outdoors, golfing and attending Bills games. He is also a proud supporter of several nonprofits in the Buffalo-Niagara area, including Carly’s Club, March of Dimes and the Make-A-Wish Foundation.
Dan graduated with his Bachelor’s Degree in Business Marketing with a minor in Finance from Niagara University in 2016. He later earned his Masters in Business Administration with dual concentrations in Strategic Marketing and Financial Planning from Niagara University in 2017.
Registered Representative & Financial Advisor of Park Avenue Securities & Financial Representative of Guardian. CA Insurance License #4136642