Daniel Benjamin Koppel

Current Employers

Employment History

• 06/2009 → 03/2017
  Metlife Securities Inc
  Waltham, MA
• 07/2016 → 02/2024
  Massmutual Life Insurance Company
  Wakefield, MA
• 03/2017 → 02/2024
  Mml Investors Services, Llc
  Wakefield, MA
• 02/2024 → Present
  Milestone Financial Planning
  Bedford, NH
• 06/2017 → 02/2024
  Noble Financial Group
  Wakefield, MA
• 08/2014 → 05/2017
  Baystate Financial
  Boston, MA

Other Businesses

1. Camp Androscoggin; Not Investment Related; 40 Perkins St, Wenham, MA. 01984; Summer Camp; Sailing Instructor; 6/15/2026; 24 hr/month; Assist in sailing program including rigging and maintaining boats, instructing campers, and assisting in running events. 2. DANIEL KOPPEL WORKS AS A TAX PREPARER AT JENNIFER L. CLIMO CPA PC. MR. KOPPEL ASSISTS IN PREPARING TAX RETURNS FOR INDIVIDUALS AND TRUSTS. ROUGHLY 10 HOURS PER MONTH OF MR. KOPPEL'S TIME IS SPENT TOWARDS THIS BUSINESS. MR. KOPPEL DOES NOT RECEIVE COMPENSATION FOR THIS WORK. THIS BUSINESS IS NOT INVESTMENT-RELATED. THIS BUSINESS IS LOCATED AT 3 EXECUTIVE PARK DRIVE, SUITE 200, BEDFORD, NH 03110.

Exams

• S66 Uniform Combined State Law Examination
  2008-01-11

Designations

Other Names

• Daniel Koppel