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Dan Gimbel has extensive experience in the financial industry, having worked in various roles at companies such as NEPC, LLC, CTC | myCFO, Charles Schwab, E.F. Hutton, and Merrill Lynch. With a background in Business Administration/Finance from the University of Southern California and a degree from The Wharton School, Dan has held titles such as Senior Consultant, Director, Advisor, and National Sales Manager throughout their career. Dan's expertise lies in client relationship management, investment policy development, portfolio construction, manager monitoring, and performance reporting.