Daniel serves as an Analyst on the Investments team at Pensam. In this role, his responsibilities include identifying potential investments, underwriting equity and preferred equity deals, as well as assisting in the due diligence process. He also leads firmwide AI initiatives focused on enhancing efficiency, automation, and workflows across all departments.
Prior to joining Pensam, Daniel was a Senior Mortgage Loan Originator at MBANC, specializing in non-QM originations, and continues to maintain his Mortgage Loan Originator (MLO) license. He later joined Concise Capital Management as a Credit Analyst, focusing on high-yield public corporate credit investments and workout strategies across distressed securities.
Daniel earned a Bachelor of Business Administration, summa cum laude, with concentrations in Finance, Real Estate, and Business Law from the University of Miami Herbert Business School.