Daniel St. Andre is a seasoned client service professional with extensive experience in the financial services sector. Currently serving as a Sr Client Service Support Representative at Newton Investment Management Group since September 2021, Daniel manages subscription and redemption processes for various client types while ensuring compliance with regulatory requirements. Previous roles include serving as a Senior Client Service Representative at Mellon and a Sr. Client Service Manager at Charles Schwab, where Daniel contributed to the efficient management of participant assets and provided valuable expertise in retirement plan custody. Daniel's career began at Acteva as an Account Manager, followed by a position at Credit Suisse focused on presentation technologies. Daniel holds a Bachelor's Degree in Journalism and Mass Communication from the University of Colorado Boulder, obtained in 1994.
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