Dan Falcone is a Financial Advisor responsible for Investment Reviews & Analysis and Financial Planning.
With 10+ years working with technology Dan is also responsible for implementing advanced technology platforms for both the team at Veritas and for our valued clients.
Prior to joining Veritas, Dan contributed his skills as a Business Analyst in Putnam Investments’ Business Intelligence Department.
Dan holds a BS in Finance from UMass Lowell.
Outside of work, he finds joy in practicing martial arts, rock climbing, and playing the bass guitar.