Daniel Mark Downing

Current Employers

Employment History

• 09/2015 → 09/2016
  Fhlb Cincinnati
  Cincinnati, OH
• 09/2017 → 03/2018
  Kitchen 1883
  Union, KY
• 06/2018 → 08/2018
  Montage Beverly Hills
  Beverly Hills, CA
• 10/2018 → Present
  Touchstone Securities
  Cincinnati, OH
• 10/2018 → Present
  Ifs Financial Services
  Cincinnati, OH
• 07/2017 → 09/2017
  Unemployed
  Cincinnati, OH
• 03/2018 → 06/2018
  Unemployed
  Cincinnati, OH
• 08/2018 → 10/2018
  Unemployed
  Cincinnati, OH
• 09/2016 → 07/2017
  Total Quality Logistics
  Erlanger, KY

Other Businesses

1) Provide business-to-business marketing and solicitation activities to downstream intermediaries regarding Separately Managed Accounts and Model Portfolio Delivery options of select advisers contracted with Touchstone Securities. Approximately two hours per business week during trading hours, compensated via an override as percentage of management fee. 2) Beaver Lick Baptist Church; not investment related; 11460 US Highway 42, Union, KY 41091; Church; Nominator of Church's budget Committee; start date: 12/18/24; approx 20 hours/month; 0 during securities trading hours; Duties: I vote on budge items for the church and may speak/discuss investment advice with a rep at the bank where the church has an existing account. I will not participate in any investment advice related to WSFG or its subsidiaries. No check writing capabilities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-06-27
• S63 Uniform Securities Agent State Law Examination
  2018-12-07