Our Team: Daniel Porcello
Dan provides a range of accounting services to JDJ clients, including bill paying and expense reporting, investment and bank account reconciliation, payroll coordination, and financial reporting. Thorough, diligent, and highly motivated, Dan delivers exceptional service to advisors, vendors, and team members
Before coming to JDJ, Dan worked at MassMutual Life Insurance Company, assisting 401k participants with cash distributions, rollovers, and loans. He also worked with brokers and account managers to complete required paperwork within FINRA and SEC guidelines. Dan was also a departmental assistant in Environmental Health and Safety at the University of Massachusetts, overhauling their inventory management system and coordinating a large-scale emergency preparedness project.
Dan graduated from the University of Massachusetts Amherst’s Isenberg School of Management with a Bachelor of Science degree in Accounting.
Questions? Contact us to learn how JDJ can make a difference in your life.