Daniel Gibbons, CIMA®, FPQP™ Client Service Associate
Dan Gibbons believes in meticulous attention to detail. Whether helping to onboard new clients or providing existing clients with day-to-day operational services, his commitment is the same. Dan wants clients to feel peace of mind, knowing that their accounts are handled with the utmost care and professionalism. He is thrilled to play a role in helping people build more financially secure futures.
We want every Opal client to know that they are in the right place and surrounded by the best team. It’s a point of pride that clients count on us and trust our commitment and competence.
Prior to joining Opal’s team in 2021, Dan worked in client service at Magii Wealth Management and at Equitable.
Dan is a graduate of Marist College in Poughkeepsie, NY. He holds a Bachelor of Science in Business Administration with a concentration in finance. He is also a Financial Paraplanner Qualified Professional™ (FPQP™). Dan enjoys hiking, working out, and attending live events including New York Islanders hockey. He also loves to travel and spend time with family.
Our Team
Jesse Giordano, CFP®, CAP®, RLP®, CBEC®
Financial Advisor, Principal
Lee Korn, CPWA®
Financial Advisor, Principal
Joseph N. Filosa, CFP®, CLU®
Financial Advisor, Principal
Matthew P. Krouse, CFP®, AAMS®
Financial Advisor
Gino Carollo
Financial Advisor
Chris Clasen, CFA®
Chief Operating Officer, Chief Compliance Officer
Katherine M. Dean, CFP®
Financial Advisor
Chelsea Barrows, CFP®, AIF®
Financial Advisor
Tiffany Melendez
Relationship Manager
Christine Ketcham
Relationship Manager
Eugenia Kalaitzidis
Senior Client Service Associate
Jamie Bruno
Operations Specialist, Advisor Transition Coordinator
Kayla Kennelly
Chief Growth Officer
Christine Nardella
Client Service Associate
Brittany Siemer
Marketing Manager
Kristopher Krauss
Analyst
Schedule a Call with
Daniel Gibbons, CIMA®, FPQP™