Dan Duval is the Vice President, Operations & Compliance and a Financial Planning Consultant. Dan serves as the firm’s chief compliance officer as well as handling trading and operations. Dan worked part-time at Genesis throughout high school and college and has been a full-time employee since 2009. As a financial planning consultant, Dan focuses on providing comprehensive wealth management solutions to our clients. He is a graduate of The University of Massachusetts at Amherst where he earned his degree in Environmental Science.