While many people think of November as a time for apple picking and pumpkin carving, our Envestnet | Tamarac Reporting®…
Author: Dan Miller
Dan joined Tamarac in 2009, coming from a role in operations and trading with a large RIA. Dan started in the support organization and has since held many different roles, including Senior Consultant on Tamarac Trading, Relationship Manager, and most recently as a Platform Consultant. In those roles, Dan completed hundreds of consulting engagements with Tamarac clients, and now uses the knowledge he gained in those engagements to guide his work as a Product Manager.